Onboarding Project of Ein Stein Bouldering
WiseNetwork Project Manager
Joni Meskanen
+358 50 5389512
joni.meskanen@wisenetwork.fi
The people responsible for the Ein Stein project
Ingo - Website and marketing
Conni - leading the team
1. The Launch Meeting
In the meeting we both
- schedule
- 30th Jan – 10th Feb
- implementing the marketing tools: website, webshop, email templates…
- Ingo provides the graphical design and brand instructions
- WiseNetwork implements the material and opens it hidden in the domain
- Joni educates Ingo to the content management system in order to maintain the website and generate all of the materials/articles
- 13th Feb – 20th Feb
- WiseNetwork setting up the system
- Information required from Conni&the staff
- 21st Feb – 23rd Feb
- Joni & Jose on site in Neu Ulm to educate gym staff
- Tue afternoon from 1pm to 3pm, Wed from 10am to 2pm, Thu from 9am-11am
- agree on communication guidelines
- we begin with Neu-Ulm subsite
- the necessary information for opening the system is collected
- Joni will send Conni forms to gather the information
2. Opening the system
The website is opened in the customer's domain as a sub-domain. Our graphic designer makes a visual structure according to your wishes, either by renewing old homepages or as a new structure for you based on one of our website models. Customer's responsibility is to generate the text and image content.
The admin side of the system is opened simultaneously, and you can find there all of the applications and tools included in your contract. The project manager makes the necessary settings based on the information you provide, instructs you how to use the sub-areas and guides you in building the content.
3. Guiding sessions
During the onboarding the following areas will be guided:
- CRM and CMS
- Sales
- Marketing
- Calendars (if in use)
- Economy
- Customer service actions
More in-depth trainings can be held as needed even after onboarding.
4. Responsibilities and duties
Tasks of the Customer
CMS
- choosing the visual lay out of the website
- delivery of website information: domain, proxy exchange key and delivery of DNS records
- defining website menus
- producing the text content of the website
- Google Analytics credentials, if the customer has Google Analytics
- providing the names and e-mails of the participants in the training sessions
CRM
- housekeeping the customer register and submitting it to WiseNetwork according to the instructions
- tag map design/selectio
- planning/selection of user roles
- providing the names and e-mails of the participants in the training sessions
Sales
- sending the payment intermediary information of the online store (Stripe keys)
- forwarding the supplier information of the payment terminal's card settlement service
- delivering the accounting sales accounts
- POS payment methods and accounts
- adding and categorizing products for the POS and the webshop
- providing the names and e-mails of the participants in the training sessions
Marketing
- providing email marketing information; sender email, names of mailing lists (based on tagging),
- providing transaction information; event categories
- providing information on data collection forms; links to current form
- providing the customer representative with the names and e-mails of the participants in the training
Economy
- invoicing and recurring charges:
providing information; invoicing methods, invoicing interval, reminder billing principle and collection principle
valid consumer invoice notification
Tasks of WiseNetwork
CMS
- opening the system with the visual appearance desired by the customer
- website settings based on the information provided by the customer
- implementing the lay out of the website
- Activating Google Analytics
- CMS training
CRM
- exporting the customer register to a new position according to the file provided by the customer
- assisting in the creation of the tag map
- advising user role settings according to the employee role
- CRM training
Sales
- entering payment intermediary information
- entering card billing information into the database
- ordering possible new POS devices, if the customer wants to integrate the devices with the system
- entering information on POS
- setting up POS payment methods with accounts
- sales training
Marketing
- Setting up email marketing
- Setting up event categories
- Accept the privacy statement button in data collection forms
- Marketing training
Economy
- Settings for the recurring charges
WiseNetwork: Joni
Ein Stein: Conni and Ingo
Target Schedule:
The System up and running by 24th Feb
- CRM
- CMS
- Marketing
- Sales and POS
Access Control by the end of March
Website
Dusseldorf would be the base ("master")
Subcompanies
Conni provides Neu-Ulm company details here |
Ulm is the mother company of Neu-Ulm as well
Existing data to Import
We should import at least Ulm data
Importing .xls .csv or .sql
Barcode gym cards
Currently using barcode cards -> would they be readible with WiseGym?
14 days trial -product
How could 14 days trial be easily implemented in terms of marketing and sales -> Joni will train you a solution to do this easily
WiseNetwork: Joni and Santeri (santeri.kyrovaara@framill.fi)
Einstein: Ingo
Basics
- Brand is einstein (to the public) Ein Stein is only on the legal side (invoices and contracts etc.)
-> every public mention should be einstein
- Purdeaux is the einstein colour (+cream, egg, stone)
-> From the structure of all websites, only Munich site's FAQ structure is not possible in WisePlatform. It has to be solved somehow
-> Different colours and schemes will appear on WisePlatform using either layout style or category stamp on the article -> the system will bring the correct layout automatically
Webhost currently all-inkl.com
First training
Training for the Content Management System for Ingo to begin with
Teams training on Fri 10th Feb 12:30-13:30 German time