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ONBOARDING PLAN

PAPERFLITE

CLEVERSTORY

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ONBOARDING PLAN

CLEVERSTORY KICKOFF

TEMPLATE WALKTHROUGH

HANDS ON EXPERIENCE

ADMIN WORKSHOP

ONBOARDING SESSIONS

GO-LIVE PREEPARATION
AND CHECKLIST

(23/12/2024)

CREATIVE TAKEOFF

AGENDA

1.

Template walkthrough

2.

Feedback and requirement gathering

3.

User credentials and inviting users onto the platform

4.

Next steps for onboarding

1. Introduction (Team and stakeholders)
2. Use-case/Purpose of using CS
3. Business goals/ any upcoming campaign?

If we are
building template

If we are not
building template

4. For building template

● Which content needs to be redesigned?
● Brand guidelines/Brand kit
● Any timelines for template

5. Escalation Matrix 
[ Within Paperflite ] [ From the customer end ]

4. Direct Onboarding

KICK OFF AGENDA

TEMPLATE SHOWCASING

1.

Redesigning the content piece

2.

Showcasing template

3.

Feedback and suggestions

4.

User credentials & Overview of inviting users.

5.

Brand kit <> Implementation

EDITOR & PLATFORM WALKTHROUGH

1. Workspace settings
2. Storyboard creation
3. Editor Walkthrough

1. Integrations/Forms
2. Gating
3. Reporting Module

Input Metrics

Output Metrics

GO LIVE CHECKLIST

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

FINAL- CREATIVE TAKE OFF