Phase 1: Kickoff
During the welcome call, you’ll chat with your dedicated Customer Success Manager. Over the course of this casual conversation, you’ll discuss goals for the upcoming year, your implementation resources and set next steps for the kickoff call.
The purpose of the Kickoff Call is to give you a launching point. During this call your Implementation Specialist will give you basic-level information about the platform in order for you to devise a game plan for launch.
Optional: Strategy Call
These calls are tailored to fit your specific needs and are used to discuss best practices and available solutions as well as address any roadblocks you may encounter.
On this call, your Implementation Specialist will do a thorough platform review and present suggestions and actionable feedback with best practices in mind. Additionally, you will discuss promotion strategies and metrics to track.
Brainstorming & Outlining
Phase 2: Branding, Classifications & Content
Start implementing branding:
If applicable: Implement SSO
Add classification and content (in this order)
- Landing Pages: Places & Groups
- Tags & Keywords
- If applicable: Modify Admin Permissions
Phase 3: Defining Key Pieces & Promotion Strategy