The onboarding journey consists of the following steps:
Kickoff Call: Align on goals and success criteria with your core team.
Library Plan: Set up a scalable Library structure and identify initial content to import.
Library Import: Add your first batch of content to the Library.
Project Build: Import your first Project, run Magic, and practice feeding new content back into your Library.
Process Mapping: Map out your processes and document ownership to support internal change management efforts.
Users: Decide on your license distribution, invite and train your team(s).
CSM Transition: Continue to optimize Loopio with your Customer Success Manager.
Your Loopio Enablement Manager will work with you throughout this onboarding journey to ensure that your organization is fully set up for success with Loopio.