2. THE PASSLE LAUNCH STRATEGY
KPIs SESSION
BEST PRACTICE
WORKSHOP
FIRM WIDE
ROLLOUT
CONTRACT
STEP 1
STEP 2
STEP 3
LAUNCH DAY
STEP 4
FEEDBACK +
STRATEGY PLANNING
STEP 5
STEP 6
3. What’s the goal?Who?
CONTRACT
Agree Proof of Concept, sign the dotted line and plan for launch.
✓ Term
✓ Users
✓ Commercials
✓ Passle Commercial Team
✓ Client Project Sponsors Team
STEP 1
4. BEST PRACTICE WORKSHOP (90min)
Train Client Project Sponsors team to become Super Users and share best practice. Ensure Passle
fits with wider sales + marketing strategy and overall firm objectives.
What’s the goal?
Who?
✓ Client Project Sponsors Team
✓ Key stakeholders
✓ Passle Client Success Team
✓ Passle Commercial Team
STEP 2
✓ Introduction and hand over to Passle’s Client
Success Team
✓ Introduction to client’s key contacts
✓ Confirm launch plan
✓ Ensure Super Users are confident in tech and
process.
✓ Integration with client marketing technology
✓ Discuss wider roll out and steps
5. KPIs SESSION (60min)
Discuss and set measurable KPIs and understand what success looks like for your business.
STEP 3
What’s the goal?Who?
✓ Client Project Sponsors Team
✓ Passle Commercial Team
✓ Passle Client Success Team
✓ Establish what constitutes a success for the
Proof of Concept
✓ Ensure everyone is clear on aims and goals
✓ Clear roadmap to achieve those goals
6. LAUNCH DAY (60min)
Train and set up the experts and launch with a 7 week competition.
STEP 4
What’s the goal?Who?
✓ Passle Client Success Team
✓ Client Project Sponsors & key contacts
✓ All Users
✓ All Users instructed in how to create and
share a Passle post
✓ All Users understand why creating content is
important and who their audience is
✓ All Users set up on their devices ready to
Passle by end of session
✓ Launch Passle competition
7. FEEDBACK + STRATEGY PLANNING (60min)
Feedback with experts. Planning and strategy for targeting their key clients and prospects.
STEP 5
What’s the goal?
Who?
✓ Passle Commercial Team
✓ Client Project Sponsors & key contacts
✓ All users
✓ Competition feedback and prizes
✓ Strategic use of Passle explained
✓ Focus on key KPIs achieves
✓ Commitments established
✓ Long term plan agreed
✓ E2E Influence Plan
✓ Introduction to Expert Influence Scores
8. FIRM WIDE ADOPTION (60min)
Agree strategy for firm wide adoption and execute alongside the Passle Client Success Team.
STEP 6
What’s the goal?Who?
✓ Client Project Sponsors Team
✓ Passle Client Success Team
✓ Key stakeholders
✓ Passle Commercial Team
✓ Establish firm wide adoption of content with key
goals
✓ Create program to implement
