1. Identify Your Crowd & Objectives
Before logging into MarketScale Studio, consider:
Who will participate? Colleagues, customers, or channel partners.
What’s your goal? Testimonials, training content, podcast interviews, etc.
This step often happens informally in discussions with our Sales or Digital Strategist teams before you gain platform access.
2. Log into MarketScale Studio & Complete Setup
Once your account is ready, you'll receive login credentials and a guided workflow to:
Complete a brief survey – Share brand guidelines, key contacts, and initial campaign ideas.
Upload brand assets – Logos, fonts, and colors ensure your content stays on-brand.
Schedule your setup call – Pick a time that works best for your team’s Admins.
3. Setup Call (Admins Only)
Your Setup Call is for Admins and is a critical step before the Kickoff Call. In this session, we will:
Walk through key setup steps
Guide you in inviting teammates
Outline expectations for the Kickoff Call, including the UGC project
Discuss best practices for gathering and engaging your broader team
This ensures your team is fully prepared before the Kickoff Call.
4. Kickoff Call & Platform Overview
Your Kickoff Call is a hands-on session with your broader team (Sales, Marketing, HR, etc.), where we:
Demo the platform – Learn how to submit edit requests, approve content, and manage projects.
Review your UGC project – Ensure all required videos are uploaded and aligned with your goals.
Discuss next steps – Assign guest users (customers/partners) and plan future campaigns (e.g., podcasts, testimonial series).
Note: If there aren’t enough participants or submitted UGC content, the Kickoff Call may be delayed.
5. Ongoing Support & Growth
After launch, we provide:
On-demand assistance – Reach out for strategy guidance or troubleshooting.
Periodic check-ins – Ensure continued success and optimize future campaigns.
Scalability – Expand usage across teams, customers, and new initiatives.
Quick Checklist
Identify your audience & goals – Who will participate and why?
Log into Studio – Complete the survey & upload brand assets.
Schedule your setup call – Key step before kickoff.
Setup Call (Admins Only) – Go over kickoff expectations, including the UGC project.
Kickoff Call – Learn, collaborate, and plan your next steps.
Ongoing support – We’re here to help as you grow!