Onboarding Timeline
Ideal Implementation Timeline and Process
In order to get the most out of our time and help you make faster progress towards your goals we will put together a shared onboarding plan for us to work through together. This plan will give you visibility into our path to success and make sure you and your team always know what needs to happen next.
Week 1
Attend kickoff call
Schedule training and workshop sessions
Create branded instance, name program, and invite admin users along with activity types
Schedule weekly check in calls
Go over any customer tracking sheets with customer history
SlapFive uploads Customers as Members along with Historical data into SlapFive
Week 2
Partner with Sales Ops at client to share SFDC integration installation guide - receive files needed from them. Average time Sales Ops need is less than 1 hour.
Go over completed Customer Voice Canvas - output from the Workshop.
Prompts created in SlapFive
Create and design Nomination forms, Customer Invite Forms, and Customer Branded Email copy
SlapFive to set up integration of form results to create Nominated Members, Invited Members, and their Activities willing to do
Provide any existing video content to SlapFive to begin with carving up assets for stories and boards
Week 3
First SlapFive Storyboard from existing content is created and shared
Continuation of SFDC integration
Work on additional integrations such as external Reference Management , Sales Enablement, or Community platforms
Start to set up new Customer Interviews where applies
Week 4
Final steps of SFDC integration
Additional storyboards from existing content carved up
Launch program and announce and train sales on the process
Invite customers your program
Ongoing support via weekly check in calls with SlapFive team
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