Onboarding | Gathering Requirements
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      1. INTERNAL - Bepoz Help Guides
      2. MyPlace
      3. Onboarding | Gathering Requirements

      MyPlace : Welcome Document structure and purpose

      Intro

      1. Contents: Overview of presentation structure.

      2. Welcome: Warm introduction to new clients, setting the stage for the journey ahead.

      3. MyPlace Vision: Discuss the long-term aspirations of MyPlace and how it aims to redefine customer engagement in the hospitality industry.

      4. MyPlace Mission Statement: Articulate the purpose of MyPlace, focusing on enhancing customer experiences and venue operations.

      5. What is Loyalty: Explain the concept of customer loyalty in the context of repeat business and emotional attachment.

      6. What is Customer Engagement: Describe the methods and benefits of actively keeping customers involved with your brand.

      7. What Makes Apple Different - Simon Sinek’s Why: Use this to illustrate the importance of starting with ‘why’ when building a brand, comparing to Apple’s strategy for inspirational leadership and brand loyalty.

      8. MyPlace Team Structure: Detail how MyPlace integrates with other Bepoz products and the team structure supporting it.

      9. Key People: Introduce the main contacts for clients within the MyPlace team.

      Your MyPlace Journey

      1. Process Diagram: Display the full client engagement process from sales to BAU, indicating the current phase.

      2. Phase Details: Brief dot points summarizing the goals and key activities of Phases 2 to 6.

      Phase 2 | Getting Started

      1. Discuss Client Goals: Understand current membership schemes and any specific goals or ambitions the client has.

      2. Showcase Example Goals: Present case studies where MyPlace has helped other clients achieve their objectives.

      3. IT Dependencies: Outline technical requirements such as port forwarding for Bepoz API.

      4. Privacy Policy Compliance: Discuss the importance of having a compatible privacy policy, with examples in the appendix.

      5. Email System Overview: Explain the use of Mailchimp for designing email templates and Mandrill for transactional emails, including the rationale behind using both.

      6. App Naming Strategies: Offer guidance on choosing a compelling app name, with examples of good and bad practices.

      7. Icon Design: Present examples of effective mobile app icons, explaining what works and why.

      8. App Descriptions: Discuss how to write engaging app descriptions that resonate with potential users.

      9. Vibrant App Listings: Tips on creating appealing app listings with dynamic images, linking to appendix for image specifications.

      Phase 3 | MVP App Config

      1. Standard Functionality Introduction: Explain the importance of starting with basic features for ease of adoption and training.

      2. Initial Recommended Functionality: List the core features to include from day one.

      3. Styling Your App: Discuss the 60-30-10 color rule for app design and its importance in visual hierarchy.

      4. Contrast and Usability: Show examples of apps with good and poor usability based on design contrast.

      5. Proposed App Palette: Present a color palette inspired by the client’s branding, with rationale.

      6. Logo Requirements: Outline required logos and their sizes, including different types needed for various placements.

      Phase 4 | UAT and Staff Training

      1. What is UAT: Define User Acceptance Testing and its significance in the app deployment process.

      2. Training Methods: Detail how training will be conducted (remote or onsite) to ensure staff are prepared for launch.

      3. Urgency and Readiness: Motivate the client for a swift launch to start benefiting from the loyalty program immediately.

      Phase 5 | Launch

      1. Launch Expectations: Set realistic expectations for the initial phase post-launch.

      2. Support and Guidance: Reassure continuous support from the MyPlace team during the launch.

      3. Marketing Strategies: Provide creative marketing ideas to promote app sign-ups.

      4. Member Onboarding Pathways: Outline effective member onboarding strategies to maximize early engagement.

      5. Staff Incentives: Suggest incentives for staff to encourage app sign-ups.

      6. Success Stories: Share examples of successful launches to inspire and assure clients.

      Phase 6 | BAU

      1. Definition of BAU: Explain what 'business as usual' entails post-launch.

      2. Loyalty Program Evolution: Discuss how the loyalty program will evolve with new features and updates to keep engagement high.

      3. Ongoing Support: Detail the continuous support structure including regular health checks and strategic reviews.

      4. Success Team Commitment: Emphasize the ongoing commitment of the MyPlace success team.

      Appendix

      • Supporting Material: Include detailed examples, templates, compliance guidelines, and image specifications needed for app setup and ongoing management.