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CRM | Manage your contacts
Activity | Organise your activities
Impact | Monitor, evaluate and report your impact
Surveys | Discover insights you never had time to find
Inspiration | Upskill your workforce
Connections | use your data wherever you are
Setup & Admin | Get Started
Onboarding
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Quick Start | 60 Minute Setup
Express Setup - using the Get Started app
Onboarding Kit | for a thorough setup process
An overview of your onboarding process
Design - let's imagine how your platform's going to work
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Design your Rollout Plan
Design your Participant Journeys
Design the Format per Form
Design your hierarchy of projects and albums
Design the Platform Outline
Design your impact reporting
Team-led Setup
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Step 1. Logistics
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Step 2. CORE CONCEPTS
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Step 3. Projects
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4. Participant Journeys
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5. Clarification of Participant Journeys
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6. Consolidate the forms
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6. Design the survey personalisation
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8 Design the outcomes
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9 Reporting requirements
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10 Consolidate the reporting requirements
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11 Draft the workflows
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12 Build the workflows
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13. 1st Build Preview
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14. Amend the Build
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15. 2nd Build Preview
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16. Additional reporting requirements
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17. User Acceptnce Testing (UAT)
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18. Consolidate the UAT feedback (User acceptance testing)
19 UAT Feedback Debrief
Design the Workflows per User Group
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Platform Builder's Playbook
Import phase
Embed phase
Colleagues
Billing
Fields
Organisations
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Grow | facilitated Learning Workshops to reflect on and improve your impact
Support & Me | How your account works
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Makerble User Guide
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Design - let's imagine how your platform's going to work
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Team-led Setup
Summarize
Team-led Setup
Matt Kepple
Owned by
Matt Kepple
Last updated:
Mar 27, 2024
1 min read
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Matt Kepple