60 days to publish
Welcome to your Onboarding Journey
We will guide you from Foleon rookie to pro every step of the way. You'll receive a bespoke, 60-day onboarding with a dedicated customer success manager. They will guide you and your team through setting up Foleon for maximum effect.
Do you prefer learning at your own pace? No worries! Foleon Academy, our learning platform with many self-paced courses, tutorials and best practices, has got you covered.
Step One: The Foleon Academy
Add your team to the platform
Set up your Brand Kit
Start your first Foleon Doc
Content Builder vs Content Studio
Step Two: Platform deep-dive, design and check-ins
Platform Deep-dive
During your platform deep-dive call, your CSM will go through:
- Optimizing content creation with the two content editors [Content Builder + Content Studio]
- Brand Kit
- User roles
- Hosting options
- Google Analytics + CRM
- Project, Doc + page-level settings
- Access control options
Professional Services Design consultations
1st Design Consultation [45 min] This is a 1:1 consultation with our expert designers to coach you on how to apply our best practice methodology when creating your first Template or Foleon Doc.
2nd Design Consultation [45 min] This is a 1:1 consultation with our expert designers to review your first Doc and an opportunity for our team to give feedback and address any questions you may have.
30 and 60-day Check-ins
30-Day Check-in We'll review your progress and answer any questions you may have after using Foleon for 30 days.
60-Day Check-in In this meeting, we will review your onboarding experience, your published document(s), and set new goals for content alignment for the next two quarters.
Step Three: Ready, set, scale!
Your team's goals
- What are your content goals this year?
- What will be your first Doc?
- When will you publish your first Doc?
- What does success look like to you?
- How will you measure success?
Measures of success in 60 days
▢ Your Brand Kit is set up and implemented ▢ Your users are added and ready to go ▢ You have completed our Foleon Academy Learning Path to ensure you feel confident in the platform ▢ You have integrated your Martech tools with Foleon [CRM / Google Analytics] if applicable ▢ You have created and published your first Foleon Doc