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Onboarding Checklist

Checklist of things you can do to maximize your onboarding and deliver the outcomes you need

Start to finish, here’s a checklist of things you can do to maximize your onboarding and deliver the outcomes you need.
 

Whenever I bring in capability from a vendor, I’ll have started the project way before we get our hands on the software. So being able to plan what’s needed and get a head start is incredibly valuable; I know it’s the key to success! ​​​​​We’re sharing it here so you can succeed at speed!
- Mark Green, Strategic Customer Success Director, EMEA

We’d love to get to know you more!

Whilst we’ve got an Implementation Form, we’ll send you a self-service Onboarding Overview for you to watch as we arrange a date for the Kickoff Call with you and your team.

Getting you set up and trained

From the Home Page of our app, the Admin Training Demo (recorded by our wonderful Customer Success Managers) is a great opportunity to dive into some of the more feature-rich areas of our product, and to explore some of the new possibilities open to you and your company.

Want to get started in advance? Sure! Here you go:

  • Log in to Consensus Platform  
  • Download Consensus SNAP
    Snap is our plugin, which makes sending personalized demoboards to prospects and customers a breeze (use within Gmail, Outlook, or as a Chrome Extension).\
  • Configure Global Demo Settings
    Global Demo Settings let you adjust the viewer experience across all demos & tours within your account. We’ve collected all the Knowledge Base articles in one handy place, bookmark this link:  Settings & Configuration
  • Add Users to the Platform
    You can add one off users or use the bulk upload feature. If you're using Okta, see our article on provisioning users through SSO here.


Content Creation Planning

  • Hold Internal Content Planning Session
    In the article below, Ty, our Sr. Buyer Enablement Engineer, shares his experience in creating content to give you a head start in your planning. It’s always useful to know what you need, before you decide on what to record. 
  • Define Demo Branding Guidelines
    You can customize the experience you provide for viewers, with colors, logos and more.   
  • Define Demo Naming Convention  

Content Creation Recording & Uploading

  • Record Phase 1 Content
    Now you’ve got everything set up and working, and you’ve formed a strategy around what kind of demos you’re going to need, it’s time to create the demos you’ll need.
  • Upload your first Single Experience Demo
    Single demos are just one video, in one demo. It’s useful for things like FAQ demos or ones used for very detailed and specific purposes. 
  • Upload your first Standard Demo
    This is the most valuable style of demo because it provides the opportunity for viewers to select their interests and watch different topics, giving you great discovery insights into their preferences (and discover the preferences of those they share it with).
  • Create your first Discovery Demo
    Discovery demos allow you to connect Single Video demos, Standard Personalization demos, Interactive Tours, and Simulations in a WYSIWYG editor. These powerful demos allow you to tailor your demo experience based on multiple layers of qualification using the branching questions to curate the best path forward for your prospects.
    • How to Create a Discovery Demo
  • Understanding and creating Tours
    Tours allow viewers to move through a guided click-through experience, getting to feel how your software works without needing a proof of concept. Very useful for sharing ‘hands on’ experiences at massive scale, further up the sales funnel.  

 

Content & User Management

  • Build Demo Library Folder Structure
    This is where people will come to select the content, so making it organized really helps!
  • Assign Demo Folders to End Users (Senders)
    You’re in control, so we help you make the right access choices
  • Schedule Sales Training Best Practices Session (Senders)
    We provide training for your teams, especially those who will be sending demos to your buyers. The Consensus Academy is here should folks wish to learn at their own pace, and the Certified Business Professional certification means you’ll know they’re ready to harness the power of Consensus. Find our more about the Consensus Academy here:  https://academy.goconsensus.com/paths

  • Assign each Sender to create 5 DemoBoards to send to Prospects
    A great way to help get people started, is set them a task to send 5 Demoboards to prospects. It helps them take those first steps into a new world of pro-active, world-class selling and helps you make sure they’re adopting the changes you’re championing.
     
  • Create ROI Tracking
    Viewing, understanding and using the new world-class analytics now available to you might seem daunting, but we’re here to help and once you’ve started you’ll see it’s pretty simple: Buyers watch content and move through your sales cycle better, you track and discover their needs more easily, your revenue influence increases. Watch our demo on how create an ROI analysis using our Google Sheets or Excel Templates here!

 

And there you have it! A great step-by-step list of everything you’ll need to get going.
Anything else you need we’re here for you, either post questions in the community or use the blue chat bubble on the right.

Have fun!