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ONBOARDING PACKAGE
The Kapost Training and Setup Package includes day-to-day personalized service   duration:    time commitment:   cost:
throughout your 30-day trial from a dedicated account manager, walking through   30 DAYS      2 HOURS            $550
the steps of using Kapost and the setup involved in customizing your preferred
settings and features.




                    KICK-OFF CALL: 15 min.
                    ATTENDEES: Customer Project Leader, Kapost Account Manager
                                     Review of the entire Training and Setup Process
                                     Discussion of customer processes and needs so that Customer is
      WEEK                           prepared to complete Questionnaire

        1           DISCOVERY QUESTIONNAIRE: 15 min.
                                     Customer fills out online questionnaire that describes customer
                                     processes and needs

                    SET UP           Kapost Implementation Team sets up and configures Kapost system
                                     according to customer process and needs


                    ORIENTATION CALL: Customer Leadership Team: 30 min.
                    ATTENDEES: Customer Leadership Team (Editors; Marketing & Agency Execs);
                                     Kapost Account Manager
                                     Kapost reviews the configurations made to the Kapost system for
                                     customer
                                     Kapost trains Leadership Team on editor-level functionality in the system
      WEEK
                                     and answers any questions
        2           CUSTOMER TASKS: 30 min.
                                     Kapost provides Customer list of 3 tasks to undertake inside Kapost,
                                     including:
                                     Invitation of Users
                                     Creation of Assignments
                                     Publishing of Sample Post


                    ORIENTATION CALL: Entire Customer Team: 30 min.
      WEEK          ATTENDEES: Entire Customer Team (Editors, Execs, Writers); Kapost Account Manager
        3                            Kapost trains entire Customer team on contributor-level functionality in
                                     the system and answers any questions


                    TRAINING AND SETUP SYNOPSIS: 15 min.
      WEEK          ATTENDEES: Customer Project Leader; Kapost Account Manager
       4                             Kapost Account Manager and Customer Project Leader review
                                     Onboarding and Set Up Process, answer any questions and discuss
                                     payment plans

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Onboarding Package

  • 1. ONBOARDING PACKAGE The Kapost Training and Setup Package includes day-to-day personalized service duration: time commitment: cost: throughout your 30-day trial from a dedicated account manager, walking through 30 DAYS 2 HOURS $550 the steps of using Kapost and the setup involved in customizing your preferred settings and features. KICK-OFF CALL: 15 min. ATTENDEES: Customer Project Leader, Kapost Account Manager Review of the entire Training and Setup Process Discussion of customer processes and needs so that Customer is WEEK prepared to complete Questionnaire 1 DISCOVERY QUESTIONNAIRE: 15 min. Customer fills out online questionnaire that describes customer processes and needs SET UP Kapost Implementation Team sets up and configures Kapost system according to customer process and needs ORIENTATION CALL: Customer Leadership Team: 30 min. ATTENDEES: Customer Leadership Team (Editors; Marketing & Agency Execs); Kapost Account Manager Kapost reviews the configurations made to the Kapost system for customer Kapost trains Leadership Team on editor-level functionality in the system WEEK and answers any questions 2 CUSTOMER TASKS: 30 min. Kapost provides Customer list of 3 tasks to undertake inside Kapost, including: Invitation of Users Creation of Assignments Publishing of Sample Post ORIENTATION CALL: Entire Customer Team: 30 min. WEEK ATTENDEES: Entire Customer Team (Editors, Execs, Writers); Kapost Account Manager 3 Kapost trains entire Customer team on contributor-level functionality in the system and answers any questions TRAINING AND SETUP SYNOPSIS: 15 min. WEEK ATTENDEES: Customer Project Leader; Kapost Account Manager 4 Kapost Account Manager and Customer Project Leader review Onboarding and Set Up Process, answer any questions and discuss payment plans