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ONBOARDING PLAN

For Grid Alternatives

PAPERFLITE

CLEVERSTORY

ONBOARDING PLAN

CLEVERSTORY KICKOFF

(Hand-off call to introduce the team and explain onboarding process)

TEMPLATE WALKTHROUGH
+ BRAND KIT SET-UP

ONBOARDING (SESSION 1)

CLEVERSTORY WORKSHOP​

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ONBOARDING (SESSION 2)

Understand the experience to be setup and discuss the first template

GO-LIVE PREEPARATION
AND CHECKLIST

CREATIVE TAKEOFF

(Usecase discussion and defining KPIs )

Understand the experience to be setup and discuss the first template

TEMPLATE
 + BRAND KIT

1. Brand Kit 
2. Brand Logos 
3. Brand Colours 
4. Brand fonts
5. Brand Design Direction 
6. Sample Collateral 
7. Template messaging/ Content Copy

ONBOARDING 
SESSION 1

1. Template Walkthrough
2. Brand Kit Walkthrough
3. User Access Management  
3. Storyboard Creation + Access Management 
4. Editor Walkthrough 
- Page Management
- Editor Elements
5. Storyboard Publishing Workflow 
6. Whitelabelling Next Steps 

ONBOARDING 
SESSION 2

1. QnA and Progress Check In 
2. Editor Walkthrough 
- Carousel 
- Asset Grid
- Forms
- Anchor 
3. Page Settings 
4. Whitelabelling Progress Check 
5. Publishing Timelines

GO LIVE CHECKLIST

1. Whitelabelling
2. Fav Icon
3. Indexing/No Indexing
4. Social Media Image
5. Google Analytics

FINAL- CREATIVE TAKE OFF