# Onboarding Steps

### The Four Onboarding Phases

Your onboarding experience happens in four key phases — designed to make your launch simple, transparent, and efficient.

### Phase 1: Kickoff & Alignment

We’ll align on goals, project scope, success metrics, and confirm your use cases.

{% hint style="info" %}
💡 *This is where we turn your objectives into an actionable success plan.*
{% endhint %}

| What nativeMsg Does      | What You’ll Do                        | Success Looks Like                             |
| ------------------------ | ------------------------------------- | ---------------------------------------------- |
| Schedule kickoff call    | Attend the kickoff meeting            | Alignment on goals, timeline, and deliverables |
| Review your use case     | Share use case and messaging examples | Shared success plan created                    |
| Confirm project timeline | Provide key contacts                  | Project plan approved                          |

### Phase 2: Setup & Configuration

We’ll take care of the initial technical setup and ensure your environment is ready for messaging — securely, compliantly, and fully branded.

| What nativeMsg Does                        | What You’ll Do                   | Success Looks Like           |
| ------------------------------------------ | -------------------------------- | ---------------------------- |
| Provide integrations & channel connections | Request assistance if needed     | Platform ready for testing   |
| Complete registration requirements         | Review business information      | Compliance approved          |
| Brand setup (logos, colors, links)         | Provide brand assets (logo, URL) | Campaign assets ready for QA |

> ⚙️ *We’ll keep you updated throughout setup — no technical background needed.*

### Phase 3: Validation & Testing

Now it’s time to test message flows, opt-in/opt-out responses, and ensure everything functions as intended before we go live.

| What nativeMsg Does              | What You’ll Do                         | Success Looks Like             |
| -------------------------------- | -------------------------------------- | ------------------------------ |
| Run QA and message tests         | Review and approve sample messages     | QA passed and signed off       |
| Verify STOP/HELP and opt-in flow | Confirm privacy policy and terms links | Opt-in/opt-out verified        |
| Test message delivery            | Respond to test runs                   | End-to-end validation complete |

🧠 *Testing ensures every interaction meets compliance and brand standards.*

### Phase 4: Launch & Optimization

Your first campaign is live! Your customer success manager will help monitor performance, track message delivery, and ensure your experience is smooth.

| What nativeMsg Does                 | What You’ll Do              | Success Looks Like          |
| ----------------------------------- | --------------------------- | --------------------------- |
| Help you launch your first campaign | Review launch report        | Successful delivery         |
| Monitor engagement & delivery       | Provide feedback on results | Customer feedback collected |
| Schedule follow-up call             | Attend post-launch review   | Optimization plan created   |

🚀 *Congratulations — you’re live! Your CSM will continue to guide you with insights and recommendations.*

### After Launch

Onboarding doesn’t end at launch — it transitions into partnership.\
You’ll continue working with your Customer Success Manager to grow adoption, and plan future campaigns.

| Topic                   | Description                                     |
| ----------------------- | ----------------------------------------------- |
| Regular check-ins       | Monthly meetings with your CSM for optimization |
| Reporting               | Quarterly reports with insights & trends        |
| Expansion opportunities | Explore new channels, integrations, or features |

### Need Help Along the Way?

| Type of Question | Contact           | Method                  |
| ---------------- | ----------------- | ----------------------- |
| Support          | nativeMsg Support | <support@nativemsg.com> |

💬 *We’re here to help — reach out anytime if you get stuck or want feedback.*