Adoption Playbook
A five-part infographic series that turned Bloomflow's Customer Success adoption playbook into public content used for onboarding, demand generation and sales enablement.
From internal deck to public content.
The CS team had built a strong deployment playbook from real client work, but the knowledge was stuck in slides that rarely left internal channels. Marketing and CS teamed up to turn it into a public-facing series built around five pillars of adoption, each one becoming its own infographic, blog article and LinkedIn carousel.
The full series is bundled into a gated e-book, The Adoption Playbook for Innovation Teams, used to bring in new leads and to support sales conversations later in the funnel.
Embedded in onboarding
Customer Success uses the series in onboarding to drive day-one adoption and usage of Bloomflow.
Demand generation
One infographic per week over 5 weeks on the blog, promoted on LinkedIn. The full e-book is gated to drive new leads.
Bottom-of-funnel enablement
Sales uses it as proof when prospects are concerned about product adoption, turning an objection into a story.
Tap any pillar to view the full infographic.
Smooth Onboardingfor Success
A comprehensive, engaging, and customized onboarding process is crucial for user satisfaction and platform adoption. Success within the platform begins with the first interaction, let's make it count.
- 01
User group customization
Tailor the onboarding process to meet the specific needs of different user groups.
- 02
Comprehensive documentation
Highlight the availability of tutorials, guides, and training materials.
- 03
Customer Success involvement
Encourage users to explore features through interactive demos with a dedicated CSM.
- 04
Onboarding campaigns
Establish a recurring campaign to promote new use cases or team adoption.
- 05
Proactive user engagement
Track new registrations and engage them with timely, relevant content and personalized offers.
- 06
Informative videos
Produce onboarding videos highlighting use cases, tips, and tricks, accessible to new users.
- 07
Gamification
Introduce challenges for newly onboarded teams, recognizing outstanding contributors for engagement.
- 08
Mandatory training
Integrate Bloomflow training into HR onboarding as part of the learning portal.
- 09
Task-oriented onboarding
Create a hands-on journey, an interactive introduction to the platform's features.
Effective GovernanceStrategies to Drive Adoption
Harness the positive impact of incentives on user engagement and satisfaction, building a governance model that scales with the platform.
- 01
Strategic recognition
Identify new top-quoting milestones or on-site meetings to spotlight and highlight Bloomflow.
- 02
Executive engagement
Regularly communicate the significance and benefits of Bloomflow to the executive committee for sustained organizational support.
- 03
Role clarity
Outline key roles and responsibilities: designate individuals responsible for SKU quality, monitoring new user activity, and how they communicate.
- 04
Governance meetings
Conduct regular touchpoints to facilitate the exchange.
- 05
Platform administration
Assign a platform administrator for each team or business unit. They will be responsible for inviting members and answering need-it questions.
- 06
Strategic alignment
Establish strategic goals for own team aligned with their needs and challenges. The platform's Customer Success Manager (CSM) at Bloomflow can coordinate and execute the collective efforts.
Improve Communicationto Drive Adoption
Discover how effective communication strategies elevate user experience, foster collaboration, and drive adoption of the platform.
- 01
Internal communication
Craft a comprehensive plan that actively engages your internal communication team. Ensure accessibility for designated ambassadors within each team. Create an annual KPI index to showcase achievement and attract new users. Create an entire network of Bloomflowers, provide them with company tools, and define a clear vision. Leverage internal channels to push valuable content directly to users and potential users. Implement custom notifications and surveys: include a Likes-meter informed via platform metrics. Track successful plus likes proof events to expand the platform on a daily basis. This helps build credibility and showcases the impact of the platform.
- 02
External communication
Leverage external communication channels, including LinkedIn, your website, and various media outlets, to amplify the reach of your platform's accomplishments. On-site activities & gameplay with Bloomflow that strategically share use cases, platform structure, and achievements to inspire others in the industry.
Engaging with Incentivesto Drive Adoption
Employing a combination of community-building initiatives and targeted incentives, we aim to create an engaging environment that encourages user participation and fosters a sense of belonging.
- 01
Building a community beyond the platform
Cultivate a sense of belonging by establishing physical hubs within Bloomflow's key areas. This space allows them to connect, share insights, and build a thriving community beyond the platform.
- 02
Active user incentives
Reinforce user participation with incentives such as embedded features, recurrent highlighting, and exclusive thank-yous. These efforts highlight the value of user engagement, emphasizing the value placed on active engagement.
Innovation Eventsto Drive Adoption
Elevate user experience through strategic events that go beyond engagement, they drive adoption.
- 01
Internal challenge for engagement
Run a targeted internal challenge to engage and create platform awareness. Identify how users share ideas and add elements to user profiles.
- 02
Create an internal event
Imagine Bloomflow has internal events, a once-in-a-week activity to celebrate successes, and showcase the platform's capabilities in a broader audience.
- 03
Tips & tricks sessions / webinars
Host yearly or quarterly sessions focused on sharing best practices, advanced features, and how to facilitate Q&A sessions. Help your user community informed and empowered.
- 04
QR codes for demos
External communication leverages such as emails and flyers for startup-scouting events by adding QR codes. This makes it easy for interested parties to book demos and experience the platform first-hand.
- 05
Event prep
Get hyped-up or scouting teams to put Bloomflow on the ground page! Feature such as the mobile app, search-and-bring tools, and content sharing for easy access for upcoming events.
- 06
Post-event optimization
Within a critical change profiling from event for making customized turns into key conclusions for the next year. They also gain a critical view of opportunities for the platform, simplify integration with the platform using the new platform values.
- 07
Collaborative learning
Participate in Bloomflow scaleable alongside other Bloomflow users, certifying new programs and offerings for shared learnings.
Six weeks. One post a week.
The series rolled out on LinkedIn over six consecutive weeks, one pillar at a time, capped off by the full e-book launch. Each post seeded the topic, drove traffic to the long-form article, and built anticipation for the gated download.
The Adoption Playbook for Innovation Teams.
All five pillars, packaged into a single downloadable resource, designed to be shared with executives, embedded in onboarding, and handed to prospects.