Welcometo PROCASA
Welcome Message
Welcome to the Procasa family! We're thrilled to have you on board and excited to help you achieve your goals with our Studio and Social platforms.
This welcome packet contains everything you need to get started, find support, and make the most of your investment with us. Our team is committed to your success, and we're here to support you every step of the way.
Ready to get started? Let's dive in!
TableofContents
YourSuccessTeam
PROJECT MANAGER
[PROJECT MANAGER NAME]
Email: [PM EMAIL]
Phone: [PM PHONE]
Specialties: [LIST SPECIALTIES]
Bio: [BRIEF BIO ABOUT PM]
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CLIENT SUCCESS MANAGER
[CSM NAME]
Email: [PM EMAIL]
Phone: [PM PHONE]
Specialties: [LIST SPECIALTIES]
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Technical Support
Email: help@procasa.tech
Response Time: [RESPONSE TIME]
Available: [HOURS/DAYS]
Leadership Team
[LEADERSHIP NAME 1] - [ROLE] [LEADERSHIP NAME 2] - [ROLE] [LEADERSHIP NAME 3] - [ROLE]
GettingStarted Checklist
Phase 1
Immediate Setup (Week 1)
Phase 2
Foundation Building (Weeks 2-3)
Phase 3
Launch Preparation (Week 4)
Getting Started Videos Resources & Support
[VIDEO TITLE]
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[VIDEO TITLE]
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[VIDEO TITLE]
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[VIDEO TITLE]
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First video to watch
Third video to watch
Second video to watch
Fourth video to watch
Support Decision Tree
Mail: help@procasa.tech
INCLUDE: Screenshots, error messages, steps you took
csm@procasa.tech
pm@company.com
csm@company com
Drop-In Support Sessions
SCHEDULE
Drop-in (No Appointment Needed)
WHAT TO EXPECT:
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Scan the QR Code to Join the Class!
Next Steps
Your 30-Day Roadmap
KeyMilestonestoWatchFor
[MILESTONE 1]
[MILESTONE 2]
[MILESTONE 3]
[MILESTONE 4]
SuccessMetricsSuggestions
[MILESTONE 1]
[MILESTONE 2]
[MILESTONE 3]
[MILESTONE 4]
HowtoMaximizeYourInvestment
TiePlatformAdoptionintoKeyBusinessAreas:
Recruiting&TalentAcquisition
[HOW TO USE PLATFORM FOR RECRUITING] [TEMPLATE SUGGESTIONS] [SUCCESS METRICS]
Coaching&TeamDevelopment
[HOW TO USE PLATFORM FOR COACHING] [TRAINING MATERIALS CREATION] [PROGRESS TRACKING]
BusinessGrowth&Marketing
[HOW TO USE PLATFORM FOR GROWTH] [MARKETING AUTOMATION FEATURES]
[ROI MEASUREMENT]
[TIP 1]
[TIP 2]
[TIP 3]
[TIP 4]
Quick Reference
[COMPANYNAME]
[COMPANYADDRESS]
[COMPANYPHONE]
[COMPANYEMAIL]
[COMPANYWEBSITE]
LABHOURS:[DAY]AT[TIME]
