Process Timeline

Best Practice Process for Client Success Event App Timeline/Checklist

Strategic Map

A successful app takes planning and preparation.

Think of this process as taking your app team 8-10 hours, spread across 3-4 weeks.

Touchpoint ® is here to help every step of the way!

Strategic Planning

What: High-level call to level set, gain context for training and get team buy-in. For anyone on the app team who hasn’t seen the app.

Time Commitment: 30-min call with screen-share

When: _____________

What: All-hands call to define strategic objectives, create timeline with target dates, and understand constraints relating to compliance, timing and venue. For everyone involved in the app creation.

Time Commitment: 15-min call

When: _____________

Configuration

What: Touchpoint account manager directs team step-by-step through online content dashboard. All team members who will work on the app, except those with prior experience, should participate in training.

Time Commitment: 60-90 min training call

When: _____________

What: Team collects and enters app content into online system and gives relevant spreadsheets (if no integration is employed) to their Touchpoint account manager to upload. Account manager reviews app periodically and provides guidance.

Target Deadline: _____________

What: Team conducts audit against launch checklist. Touchpoint account manager submits new and updated apps to Apple and Google Play Stores for you and keeps you abreast of progress.

Target Date: _____________

Deployment

What: Team promotes app to participants and reacts to early feedback.

Target Date: _____________

What: Team manages updates, supplemental materials and messages on the fly at the event. Team may access app stats anytime. Touchpoint account manager monitors app and event progress, and provides support as needed.

Event Dates: _____________

What: Team moderates social wall, photo sharing, discussion boards, live polls, surveys, badge game and credits, as applicable, during the event.

Event Dates: _____________

Analytics

What: Touchpoint account manager provides post-event analytics on app usage. Client team gathers user feedback and compiles with app statistics. Team leverages user feedback and behavioral information for future marketing and sales initiatives.

Target Date: _____________

What: Review business objectives, app performance and analytics. Review and identify possible improvements related to event and app. Identify insights for possible business followup. Call should include all client and Touchpoint app team members.

Time Commitment: 15-min call

When: _____________