SlapFive Docs
  • Getting Started
    • SlapFive Explained
    • SlapFive Terminology
    • SlapFive Data Model
    • SlapFive Best Practices
      • SlapFive Successful Launch Plan
        • Workshops Defined
      • Onboarding Timeline
        • Onboarding Structure
      • Building a Customer Program
        • Customer Program Invitations
        • What's in it for them
        • Who to invite
        • Customer Invite Form Examples
        • Nominations
      • Member and Company Creation
      • Remote Capture and Prompts
        • Prompt Group Explanation
      • Content Management
        • Creating File or Link type Boards
        • Template Catalog
      • Request Management
        • Managing new reference requests
          • Request Fulfillment Workflow
            • Tracking Completed Activities from Requests
      • SlapFive SFDC App
        • What is the SlapFive SFDC app?
        • Live in Salesforce
        • Sales Requesting a Reference
        • View and Share Content
        • View Companies and Permissions
        • Nominate an Advocate
        • Track Influenced Events
  • INTEGRATIONS
    • Salesforce
      • The Salesforce App
        • 1. Install the Package
        • 2. Create a Named Credential
        • 3. Configure Custom Settings
        • 4. Create a Remote Site
        • 5. Enable My Domain
        • 6. Assign Permissions
        • 7. Download Identity Provider files
        • 8. Create & Configure Connected App
        • 9. Configure Embedded Lists
        • 10. Assign Page Layouts to Record Types
        • 11. Customize Labels
        • 12. Salesforce Classic
        • 13. Delegate Authentication to Okta
        • Generate a New Security Certificate
        • Re-install or Upgrade
        • What version am I on?
        • Version History
      • Synchronize Data between Salesforce and SlapFive
        • Determine the Salesforce integration user
        • Establish your Salesforce Connection
        • Select Salesforce objects and fields to synch
        • Test the data synchronization
        • Salesforce Zaps (Deprecated)
          • SlapFive Request > Salesforce Customer Influence
          • SlapFive Request Fulfillment Member > Salesforce Customer Influence Activity
          • SlapFive Request Fulfillment Board > Salesforce Customer Influence Activity
          • SlapFive Content Share > Salesforce Customer Influence
          • SlapFive Content View > Salesforce Customer Influence Activity
          • SlapFive Activity > Salesforce Customer Activity
          • Salesforce Account > SlapFive Company
          • Salesforce Contact > SlapFive Member & Company
          • SlapFive Member > Salesforce Contact
          • SlapFive Company > Salesforce Account
          • SlapFive Activity > Salesforce Activity
      • Salesforce Automations & Recommendations
        • Enable Salesforce users to nominate Contacts for your program
        • Recommend the best reference customers for a Request
        • Launch Salesforce Objects from their Object IDs in SlapFive
      • Troubleshooting
    • Airtable
      • Connect to Airtable
    • ChurnZero
      • Connect to ChurnZero
    • Eloqua
      • Connect to Eloqua
      • Customer Referrals
    • Gainsight CC (Insided)
      • Connect to Gainsight CC (Insided)
    • Gainsight CS
      • Connect to Gainsight CS
      • Trigger an automated workflow from Gainsight
    • Gradual
      • Connect to Gradual
      • Configure Trigger Events in Gradual
    • Higher Logic Vanilla
      • Connect to Higher Logic Vanilla
      • Embed SlapFive video player in a Vanilla post
    • Highspot
    • HubSpot
      • Connect to HubSpot
      • HubSpot Triggers & Actions
    • Influitive
      • Connect to Influitive
    • Marketo
      • Connect to Marketo
    • Seismic
      • Overview of Seismic integration
      • Connect to Seismic
      • Set up the Seismic integration
    • Slack
      • Connect to Slack
      • Post a message to a Slack Channel or User
    • Typeform
      • 1. Create an application in Typeform
      • 2. Connect to Typeform
      • 3. Map your Typeform form fields to SlapFive
    • UserEvidence
      • Connect to UserEvidence
      • Bring UserEvidence Survey Responses and Assets into SlapFive
    • Wrike
      • Connect to Wrike
  • Customizations
    • SlapFive API
    • Use Okta for Single Sign-On
    • Use Microsoft Entra ID for Single Sign-On
    • Use Cloudflare SSO to assign Users to SlapFive Roles
    • Use Okta for SSO for Salesforce users
    • SlapFive Template Catalog
    • Configure a custom domain for your SlapFive Boards
    • Send emails from your own domain and email addresses
    • Embed customer voice on your website or landing page
    • Access Board and Story lists from within another app
    • Configure Role-Based Permissions
  • Standard Agreements
    • Master Service Agreement
    • Data Processing Agreement
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  1. Getting Started
  2. SlapFive Best Practices
  3. SlapFive Successful Launch Plan

Workshops Defined

PreviousSlapFive Successful Launch PlanNextOnboarding Timeline

Last updated 2 years ago

Discovery Workshop: Meet with the Onboarding/Customer Success team. Go over your onboarding plan in Arrows. Establish goals and define what use cases are priority. Workshop will be guided in Arrows and around the Use Case document

Attendees: Champion, Buyer, and SlapFive Customer Success

Migration Workshop: This workshop entails understanding what data the customer has today and what data and content they want to import into SlapFive. Define dynamic custom fields, and share formatting of the data for smooth upload and import from the SlapFive team. This includes moving from spreadsheets or moving from a competitor. Attendees: Champion, SFDC admin if pulling data from SFDC, SlapFive Customer Success.

Integration Workshop: This workshop entails the overview of the SFDC SlapFive app and install instructions for testing in sandbox, data mapping of fields for data sync, choosing automations and reminders. This workshop will also cover custom domains and custom email DNS. Attendees: Customer IT, SFDC admin, Champion, and Technical Customer Success Manager from SlapFive.

Training Workshop: After the customer has done the Arrows self service onboard videos the SlapFive CSM will schedule a 45 minute training with the customer to go over basic functionality and best practices in the tool once data has been imported.

Adoption Workshops: SlapFive team will partner with the customer to Co-Lead a Socialization call with the greater Marketing organization or department where the RockStar reports into. This Workshop will go over SlapFive functionality and highlight some use cases. .

In addition we will strongly recommend that SlapFive supports our RockStars during their sales training. Example decks for effective salesforce training is.

Customer Led Growth Workshop: Led by Jeff Ernst, CEO and your Customer Success Manager. Attendees: For this workshop to be effective, you need your key leaders from marketing, sales, and customer success.

What we will cover:

  1. List out your top C-Level strategic growth initiatives and priorities for the next 6-12 months and the executive(s) charged with driving each initiative.

  2. Surface the biggest challenges and opportunities your company faces in pursuing each initiative. These can be market perceptions, objections, questions, fears, doubts , competitive pressures; and can be untapped opportunities.

  3. For each challenge or opportunity, come up with ways you can mobilize customers to crush the challenge or seize the opportunity. What types of customers? If you could wave a magic wand, what would you want these customers to do or say?

  4. Start to define the customer program. How and when will you engage these customers in a program? How will you measure customer influence on revenue?

  5. Prioritize your list, and now you have a roadmap for the top ways we can mobilize customers to drive Customer-Led Growth.

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Use this deck
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Use this deck as kickoff.