THE ADOPTION PLAYBOOK
The playbook we use to take clients from initial launch to sustained, high program adoption, and a clear picture of exactly what Planned takes off your plate.
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CHAPTER 01
Onboarding
We cast a wide net across email, direct mail, and in-person activation so every planner knows where to book their events.
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CHAPTER 02
User identification
Find the event spenders you didn't know you had. Map planners across your organization using these 3 approaches.
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CHAPTER 03
User experience
Adoption takes off when planners understand what's in it for them. We identify what resonates and make sure that message lands.
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CHAPTER 04
Integrations
We connect Planned to the tools your team already uses. Making the compliant path feel like the natural one.
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CHAPTER 05
Payments
Turn payment workflows into adoption drivers. Capture events and redirect spend into the right sourcing channel.
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CHAPTER 06
Compliance
Make the compliant path the easy path. We help you choose and implement the model that fits your organization.
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CHAPTER 07
Demo
Track the health of your program in real time. See how adoption is progressing and where to focus our efforts.
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