Why You Should Be Onboarding (and How We Go About It at Foleon)

You can’t manage what you can’t measure

How do you go about defining success? Of course, success looks different for every client, but one thing we think you’d agree on is that you can’t manage what you can’t measure.

So, what does onboarding look like?

The kick-off call

We start with a kick-off call to discuss the process and learn more about you, the customer. Then, we need to use this time to fill in any gaps, i.e. learning about your goals/KPIs, whether you have any campaigns coming up, and how you define success.

Design training

We offer two design training sessions with our amazing Professional Services Team — a basic one and a more advanced one where customers can learn how to navigate the backend and pick up some tips and tricks. Along with your design training, you also receive a custom template design consisting of 8 pages built by our internal design team. This template will be customized for the type of content you plan to create in Foleon and will utilize elements of your company’s brand.

Together we analyze your Foleon Doc

We sit with you and review your Foleon Doc. We want to check how it’s looking; after all, you want it to look flawless before you hit publish, and we do too. We give you the confidence you need to press publish.

Red flags when onboarding

Clear communication is key to making this relationship work, so we need that from the start. Therefore if the team is non-responsive, it’s a red flag.

A successful onboarding example — Dice

If you currently use PDF downloads for your eBooks, guides, and long-form content, you’re in a similar situation to Dice. Like many, they were being prevented from measuring true engagement because of the static nature of PDFs.

About to go through onboarding? Here are my top tips

#1 Be as open and honest as possible

Be honest with yourself and us about your internal struggles. For example, what are you doing now that you think is inefficient or just isn’t working? The more open and honest you are with us, the better our relationship.

#2 Ask A LOT of questions

Not sure about something? Ask. Think it’s a stupid question? Ask anyway. It’s not just you learning in these calls; we’re learning from your questions too. We want to help you get the most out of the platform and to do that, you need to tell us what you’re thinking.

#3 Give critical feedback

Creating a feedback culture is vital for our growth as a company. What kind of feedback do we mean? Well, is something missing? Do we need to develop something better? Do you have any feature requests? We can’t continue adding value to your platform experience without feedback like this.

To sum up

I hope this blog has given you an insight into our pretty comprehensive onboarding process.

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Raul Tiru

Raul Tiru


Co-founder https://StoryLab.ai, Founder https://GlobalOwls.com. Let’s create memorable content. #ContentCreation, #ContentMarketing, #Nonprofit