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 your Agency Partner Manager. She 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 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 Content Studio
- Brand Kit
- Unlimited Templates
- User roles
- Google Analytics + CRM
- Project, Doc + page-level settings
Professional Services Advanced Design Training
Learn all about more advanced features and tricks of the editor to make your content stand out even more with these five lessons. This course is for designers with basic knowledge of the Foleon editor.
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