Guided Onboarding

Schedule your call in 60 Seconds.  

1. click the button
2. pick a date
3. confirm
/ you get a meeting confirmation

Schedule The Onboarding

The guided onboarding process is a set of calls, emails, and reports that map a path for us to follow. We have standard processes and procedures but will customize a project plan for the duration of the project. We conduct immediate post-mortems after each delivery. This plan sets out exactly what we will be doing, who on our team will be doing it, when you can expect to see it, and what you have to do from your end to make things happen. 👍  

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Step 1 - Introduction / Demo

  1. Expectation management based on a demo.
  2. The idea of Process Templates and Checklists
  3. The requirements and typical pitfalls to avoid

Schedule Your Meeting

Step 2 - Custom Implementation

Configuration according to your! requirements:

  • level / format of stakeholder involvement
  • involvement of existing in house research
  • internal or external disclosure of findings

Step 3 - Search Listening

  • Data Collection in Vertical Search Engines
  • Data Collection in Forums & Communities

Step 4 - Social Listening

  • Social Monitoring in Professional Communities
  • Alerts on Brand, Name, Product, Event mentions

Step 5 - Expert Interviews

  • Expert interviews within the Developer Communities
  • Expert interviews within the Financial Communities

Step 6 - Reporting

Activity Reporting

  • Reporting against templates
  • Distribution of the findings in line with Step 1

Analysis and Iterations

  • Analysis of findings
  • Deep Dives

/ Project Sign Off

  • Closing Procedure

Step 7 - Optimization

Analysis and Iterations

  • Analysis of findings
  • Deep Dives

/ Project Sign Off

  • Closing Procedure