Avoid Expensive Mishaps and
Low User Adoption

Step 1:

Roadmap

During the launchpad phase we will work your in-house point person (or team), and layout an implementation road map based on your short-term goals, followed by long-term initiatives.

This will include a full timeline, scheduled update meetings, critical milestones, testing phase, training dates and final roll-out.

The roadmap is then presented to your key stakeholders, to ensure buy-in, which always results in higher user adoption rates.

Step 2:

360° Set-Up

We’ll take care of your entire system set-up from implementation, integration with other critical platforms, marketing campaign input, lead scoring and management, data merging, forms, emails… you get the idea.

Step 3:

Testing

Before launch, we will test, test and test again, making sure everything is working flawlessly.

To ensure you have a clear picture of the system set-up, inside and out, ever process, flow, field and customization will be confidentially documented for you. This will be sealed into a system playbook that you can access at anytime to understand what is happening behind the scenes.

Of course, we are always here to help you out if you get stuck or need an extra hand managing the platform.

Step 4:

Training &

Rollout

We don’t believe in one training system for all, instead, we formulate specialized training for you based on your users (skill set, tech savviness and intended platform usage).

We then  split your users into small groups for training sessions and when necessary provide one-to-one coaching. User adoption is critical for your system success and we ensure that before we’re done, each user is confident in using the system.

Training can be done either in person or live online video.