Press esc to head back

ONBOARDING PLAN FOR

1. Introduction (Team and stakeholders)
2. Use-case/objectives of using Paperflite
3. Business goals/Goals they want to derive out of PF
4. Key metrics to be derived out of Paperflite
5. Q&A

If we are
building template

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KICK OFF AGENDA

ONBOARDING PLAN

KICKOFF & INTRODUCTION

CONTENT MIGRATION & SETUP

ADMIN ONBOARDING
(3 sessions)

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IT SETUP

RECURRING CALLS

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USER ONBOARDING
(3 Sessions)

ONBOARDING COMPLETION
Q&A

ADMIN ONBOARDING

1.

Understanding Admin Capabilities

2.

Understanding Pillars of PF

3.

Adopting PF in Workflows

4.

Integrations with your Techstack

5.

Discussion on different user roles & their PF workflows

ADMIN ENABLEMENT
PILLARS OF PAPERFLITE

1. Creating Hubs, Streams
& Sections
2. Content source integration
3. Asset Upload

Content Centriity

1. Content Organization
2. Tags & Custom Fields
3. Seek Walkthrough

Content Discoverability

1. Creating Collections
2. Sharing Collections
3. Compose Feature
4. Deal Room

Content Sharing

1. Conversations
2. Integrations
3. Reporting Module

Content Analytics

USER ENABLEMENT
PILLARS OF PAPERFLITE

1. Reviewing Hubs, Streams
& Sections
2. Create Assets

Content Centriity

1. Search & Seek
2. Using Tags & Custom Fields

Content Discoverability

1. Creating Collections
2. Sharing Collections
3. Compose Feature
4. Deal Room

Content Sharing

1. Conversations
2. Using Integrations

Content Analytics

USER ENABLEMENT

1. Navigating Hubs & Streams
2. Searching content (tags, filters, custom fields)
3. Creating Collections for prospects
4. Sharing content (links, microsites)
5. Tracking engagement & using analytics for follow-ups
6  Mailbox Integrations