Key Capability
Training & Onboarding
Onboarding services and ongoing support to facilitate page connection, campaign strategy, and partner adoption.
Services and Support increase from Core to Advanced to Premium users.
Core Onboarding and Support includes:
- 45 days of onboarding support
- Dedicated technical implementation manager
- Weekly onboarding calls
- Access to onboarding library
- Email support 9am ET – 5pm ET

LIVE ZOOM TRAINING FOR STAKEHOLDERS OR ADMINS

AUTOMATED EMAILS

END-USER PRODUCT GUIDE
Onboarding Timeline

KICKOFF
Set target launch date, review project timeline and client task owners

PLATFORM SETUP
Configure platform, email communication and connection to Facebook Business Manager

CAMPAIGN STRATEGY
Recommend campaign strategy, define campaign set up and success indicators

TRAINING (IF SAAS)
Platform and best practices training

LOCATION ONBOARDING
Develop workflow to collect and upload store location details to platform

LAUNCH MILESTONES
Campaign launch plan, includes template build, QA, campaign error management
Services and Support increase from Core to Advanced to Premium users.
Core Onboarding and Support includes:
- 45 days of onboarding support
- Dedicated technical implementation manager
- Weekly onboarding calls
- Access to onboarding library
- Email support 9am ET – 5pm ET
Services and Support increase from Core to Advanced to Premium users.
Core Onboarding and Support includes:
- 45 days of onboarding support
- Dedicated technical implementation manager
- Weekly onboarding calls
- Access to onboarding library
- Email support 9am ET – 5pm ET
Onboarding Timeline

KICKOFF
Set target launch date, review project timeline and client task owners

PLATFORM SETUP
Configure platform, email communication and connection to Facebook Business Manager

CAMPAIGN STRATEGY
Recommend campaign strategy, define campaign set up and success indicators

TRAINING (IF SAAS)
Platform and best practices training

LOCATION ONBOARDING
Develop workflow to collect and upload store location details to platform

LAUNCH MILESTONES
Campaign launch plan, includes template build, QA, campaign error management

LIVE ZOOM TRAINING FOR STAKEHOLDERS OR ADMINS

AUTOMATED EMAILS

END-USER PRODUCT GUIDE