Your Promoboxx Onboarding Syllabus

Welcome to Promoboxx! We are excited to bring your team up to speed on the Promoboxx platform. Throughout onboarding, we will teach you tactical skills and strategies to ensure a successful program rollout. We will also work together to educate and excite your sales reps and retailers on the platform ahead of launching.

The following onboarding timeline takes you through the major training calls and milestones we will cover in onboarding. This timeline takes approximately 30 days to launch to sales reps and retailers, but can be consolidated or expanded to best serve you.

Week 1: Kick-Off

• Introductions to your Promoboxx team
• Review your contract, success metrics, and timeline to launch
• Schedule recurring onboarding call time
• Receive Promoboxx logins
• Tasks:
  • Update your Promoboxx brand settings
  • Begin compiling your retailer list
  • Begin collecting marketing assets for downloadables and campaigns
  • Brainstorm custom fields

Week 2: Intro To Promoboxx

• Demo of the brand, sales rep, and retailer experience on Promoboxx
• Train on digital asset management through Promoboxx
• Discuss your content calendar and retail marketing strategy
• Review progress on your retailer list
• Schedule Promoboxx webinar for your sales reps
• Tasks:
  • Invite sales reps to the rep webinar
  • Continue compiling your retailer list
  • Upload brand assets to Downloadables
  • Select your enrollment vanity URL
  • Finish collecting campaign marketing assets ahead of campaign creation training

Week 3: Campaign Creation

• Revisit your existing retail marketing strategy and the path to a retail purchase
• Introduce campaign features (Local Ads, Content Discovery, Industry Content, Automation, and Scheduling)
• Demo of campaign creation
• Tasks:
  • Create 2+ campaigns for your program launch
  • Confirm default Facebook targeting for paid advertising
  • Brainstorm campaign objectives and cadence for the month following your program launch

Week 4: Enrollment & Communication

• Review your retailer list and enrollment strategy
• Demo the retailer enrollment process
• Train on customizing the enrollment flow for your retailers
• Train on Promoboxx communications
• Introduce retailer segmentation for campaigns and communications
• Schedule retailer webinar
• Tasks:
  • Invite retailers to the retailer webinar
  • Submit retailer list for import to Promoboxx
  • Design enrollment flow
  • Finalize campaigns for launch

Week 5: Rep Webinar

• Introduce your sales reps to the Promoboxx platform via 60-minute webinar, Q&A, and live demo of the sales rep and retailer experience on Promoboxx

Week 6: Retailer Webinar & Launch!

• Introduce your retailers to the Promoboxx platform via a 60-minute webinar, Q&A, and live demo the retailer experience on Promoboxx
• Send enrollment email to retailers and/or open up enrollment to retailers via enrollment link
• Tasks:
  • Share internal marketing on Promoboxx platform to energize program launch

Week 7: Launch Check-In Call

• Review Promoboxx reporting
• Train on scheduling and sending enrollment reminders
• View retail network for unreachable retailers (bad email) and retailers without Facebook authenticated

Week 8: Graduation

• Assess program goals and results with benchmark data
• Discuss optimization tactics
• Formally transition from onboarding to customer success, with your CSM as your main point of contact
• Schedule a recurring strategy call with your CSM