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Toolkits & Templates

Toolkits & Templates introduced in Sales Summit 2017

All documents are considered DRAFT -- authors of the documents have piloted these with a few clients and we're planning to do a final review and roll them out to all PMs. We can show them to prospects but would not distribute. We are planning to finalize these document by mid-January, except for the Work Plan Template. 

website implementation phase iii & iv

  
1 Work Plan Template - need to create
2

Pre-Launch Preparation

- Pre-launch Prep Meeting Deck
- How Do I Configure Homepage
- 3rd Party Integrations
- 3rd Party Integrations spreadsheet
3

Content Migration Guide
4 "How Do I..." Menu Guide
5

User/CMS Setup Guide
- Content Organizing Process Kick-Off Deck
- Content Organizing Process Instructions
- Content Organizing Process Sitemap
- Approval Cycle/Workflow Setup - in progress
6

UAT Guide
- Overview
- Kick-Off Deck
- Email Template
- UAT Check List
7 Launch Planning Guide