Cleverstory Onboarding Workflow by https://padlet.com/karthikvenkateswaran/nd5e6k06waddimbz Cleverstory Onboarding involves 5 steps. In your view, what are those 5 steps starting from post sales to the customer going live with the first experience? P.S - There are no right or wrong answers. en-us 2025-07-25 09:35:19 UTC 2025-07-25 10:09:37 UTC hello@padlet.com https://padlet.net/icons/8.0/png/1f9f2.png https://padlet.com/karthikvenkateswaran/nd5e6k06waddimbz/wish/3528669174 Akshaya

Customer introduction

Understanding the customer's usecase and who are the teams using the platform.

Setup a first template with their brand guidelines

Walk the customer through the editor with the template as the reference.

Walkthrough reporting and go live checklist.

]]> 2025-07-25 10:08:14 UTC https://padlet.com/karthikvenkateswaran/nd5e6k06waddimbz/wish/3528669174 https://padlet.com/karthikvenkateswaran/nd5e6k06waddimbz/wish/3528669283 Step 1 : Sales handoff / context accumulation

Step 2 : Kickoff/introduction call

Step 3 : Admin workshop - understanding the usecase and requirement better

Step 4 : Platform walkthrough

Step 5 : 1st experience live and regular cadences set up

]]> 2025-07-25 10:08:47 UTC https://padlet.com/karthikvenkateswaran/nd5e6k06waddimbz/wish/3528669283 akilan1 https://padlet.com/karthikvenkateswaran/nd5e6k06waddimbz/wish/3528669426 Handoff & Introduction

Use-case and who's going to be creating

Workshop or Design discuss based on the above point

Design review

Setting KPIs


]]> 2025-07-25 10:09:19 UTC https://padlet.com/karthikvenkateswaran/nd5e6k06waddimbz/wish/3528669426 https://padlet.com/karthikvenkateswaran/nd5e6k06waddimbz/wish/3528669444 Understand the Use case, pain point and all the tools that needs to be integrated. Understand if there is a designer who can run the project. Train the admin and the other designers incharge. Get the template done and get the first storyboard live. Track the analytics and show ROI. Make them CRY :p


]]> 2025-07-25 10:09:21 UTC https://padlet.com/karthikvenkateswaran/nd5e6k06waddimbz/wish/3528669444 https://padlet.com/karthikvenkateswaran/nd5e6k06waddimbz/wish/3528669506 Sales Hand Off and Customer Introduction

Use case Understanding and Establishing an Approach

template build/ editor walkthrough

Establishing KPIs

Hygiene check of Page - Performance, speed and Mobile optimisation

]]> 2025-07-25 10:09:35 UTC https://padlet.com/karthikvenkateswaran/nd5e6k06waddimbz/wish/3528669506 swetha16 https://padlet.com/karthikvenkateswaran/nd5e6k06waddimbz/wish/3528669641

  • Sales handoff & Success Planning

  • Template Ideation

  • Platform walkthrough

  • Go live checklist

  • Reports review

    • ]]>     2025-07-25 10:10:02 UTC https://padlet.com/karthikvenkateswaran/nd5e6k06waddimbz/wish/3528669641     keerthanamohan https://padlet.com/karthikvenkateswaran/nd5e6k06waddimbz/wish/3528669698

  • Understand use-case

  • Walkthrough of the platform basics

  • Setup Brand-kit for easy creation

  • Editor walkthrough

    • ]]>     2025-07-25 10:10:08 UTC https://padlet.com/karthikvenkateswaran/nd5e6k06waddimbz/wish/3528669698     https://padlet.com/karthikvenkateswaran/nd5e6k06waddimbz/wish/3528669821 Forgot one step:

    Verify everything with Akshaya

    ]]>     2025-07-25 10:10:31 UTC https://padlet.com/karthikvenkateswaran/nd5e6k06waddimbz/wish/3528669821