Onboarding Sessions

To get started, you’ll fill in the form linked here. In addition to the account information, you can also provide the contact info for your core team members who will be involved with this onboarding process. This will greatly simplify and speed the process to get you up and running.

The following team members from your business are typically involved in the process as appropriate – and suggested – for each session below:

• Account Administrator
• Executive Lead
• Marketing Lead
• Sales Lead
• Ops Lead
• Content Lead

Once your account is enabled, your LifeGuard will reach out to schedule the first onboarding session.

The LifeGuard will let you know who from the previous team list should attend each of the sessions below.

Recommended attendees:

• Account Administrator
• Executive Lead
• Marketing Lead
• Sales Lead
• Ops Lead
• Content Lead

Overview

This session is intended to introduce you to the Splashmetrics platform, and help you establish your strategic plan for your first self-serve sales initiative. We will cover the following:

• Adapting operationally to modern buyer behavior
• Today’s GTM best-practices that drive this adaptation
• How Splashmetrics makes this adaptation easy
• Full overview of the platform, the content, the integrations, etc.
• Review of your existing/previous efforts and outcomes (e.g. – sales/marketing model, historical metrics, problem areas, desired areas of improvement, etc.)

After this session, your marketing and/or sales lead(s) will provide us a minimal amount of critical AI-guidance (i.e. – your “GTM Knowledge Base”), from which our SplashLogicAI will auto-generate your first strategic self-serve GTM plan based on industry best-practices and our previous experience with other like customers.

Recommended attendees:

• Executive Lead
• Marketing Lead
• Sales Lead
• Ops Lead (Optional)
• Content Lead (Optional)

Overview

This will be a full review of your SplashLogicAI-generated Splash Plan and all its driving factors. You’ll be able to confirm the various datapoints laid out in the plan, which will serve as your custom GTM knowledge-base for your AI-driven campaign.

It’s very possible that, together, we can finalize the plan in this single session. However, you might need more time to review internally. And that’s fine. We can regroup after this session to nail things down.

Once all the team leads are pleased with the plan, it will be ready to Activate. This will provide both communication to – and automated collaboration with – your ops and content teams for execution.

Recommended attendees:

• Marketing Lead
• Sales Lead
• Ops Lead
• Content Lead

Overview

This is a critical session! It is intended to look at the various cross-team operational actions that need to happen to have everything in place for the seamless launch of your first self-serve sales initiative.

After this session, you will have a clear understanding of how to ensure the content is appropriately interacting with Buyers to answer their sales questions, while also providing you invaluable Buyer-direct data in your CRM. We will also look at possible automations you can build based on this data – and considerations you should keep in mind in doing so.

• Focus on sales interactions and strategy (e.g. – RippleWidgets, CTAs, etc.)
• Content execution and integration (Content lead)
  • Use of SplashMaker
    • SmartDoc Theme Content Templates
      • GetWid, etc.
    • RippleWidgets
    • SplashLogicAI Sync
• Core integrations with MA/CRM platforms (Ops lead)
  • Required tasks in these platforms based on plan
  • Buyer Data Implementation
    • Buyer Data Fields
    • SmartCTAs
• Leveraging your new self-serve journey
  • Marketing
    • Driving Buyers into the journey using various approaches
      • Via website(s)
        • When to use the journey vs. your “Resource Library”
      • Via inbound efforts (digital ads, social channels, etc.)
      • Via outbound efforts (ABM, emails, etc.)
  • Sales
    • Buyer Action Alerts
    • Buyer Data Reporting
• Various automations you should consider in your MA/CRM platform(s)
  • Buyer Action Alert Trigger Usage (e.g. – workflows, sequences, etc.)
  • Chat Integration
  • Journey Sharing
  • SmartCTA Usage in Emails and Landing Pages
    • Ensuring you have all the data needed for your automations
    • Testing, etc.
  • Full Automation vs. Internal Effort
    • e.g. – The balance between what the Buyer must do for your automation vs. what you’ll do to make the Buyer’s journey easier.

Recommended attendees:

• Executive Lead
• Marketing Lead
• Sales Lead
• Ops Lead

Overview

This session is intended to look at both the initiative’s analytics in the Analyze Component – as well as the Buyer Data in your CRM, and discuss the relationship between the two.

The Analyze component was built to provide executive-summary-level reporting on the efficacy of your overall self-serve sales initiative – while the more granular Buyer and sales data still resides in your CRM. This way you have every datapoint necessary to gauge the success of your self-serve sales efforts – alongside your existing direct and channel sales efforts.

Here’s what you can expect:

• Full team run-through of all CRM-fed Buyer Data
• Full team run-through of Splashmetrics 360° Analytics