1. Identify Your Crowd & Objectives
Define Your “Crowd”
Colleagues (internal teams)
Customers (testimonials, success stories)
Channel Partners (co-marketing opportunities)
Clarify Your Goals
You might want to collect testimonials, training content, or podcast interviews.
These ideas will guide how you use the Studio platform once you log in.
Note: This step can happen informally—during conversations with our Sales or Digital Strategist teams—before you officially access MarketScale Studio.
2. Log into MarketScale Studio & Complete Setup
Once your MarketScale account is ready, you’ll receive login credentials to access the Studio platform. Inside the platform, you’ll see a guided workflow prompting you to:
Fill Out the Brief Survey
Provide brand guidelines, key contacts, and any campaigns you’d like to run.
This helps us understand your initial focus areas.
Upload Your Brand Assets
Add logos, fonts, color codes, and other design elements directly into Studio.
This step ensures any content you create or edit within Studio reflects your brand identity.
Schedule (or Confirm) Your Kickoff
If the Sales Team already set a date, you’ll see it listed in Studio. Otherwise, pick a time that works for your team.
Need a pre-call? You can request it here if you want extra preparation or have questions.
Activate Your UGC Project
Once you’ve completed the survey and uploaded brand assets, your UGC Project Link will become available.
Share it with your crowd so they can start uploading videos, photos, and other assets right away.
The UGC Project should have a unique submission from each of the team members who will be joining your kickoff.
Pro Tip: Kick-offs/UGC Projects will typically have 10-15 members of your team participating
3. Kickoff Call & Platform Overview
On the Kickoff Day, we’ll meet with you and your broader team (Marketing, Sales, HR, Product, Leadership, etc.) to:
Walk Through the Platform
How to request edits, approve submissions, collaborate, and manage ongoing projects in Studio.
Review Your UGC Project
Check any content that’s already been uploaded.
Address questions about branding, messaging, or technical features.
Discuss Next Steps
Go over your contact lists of Colleagues, Customers and Channel Partners that will be activated in MarketScale Studio
Talk about initial Campaigns you would like to run (e.g. an Employee Podcast Series, or a Customer Testimonial Campaign)
4. Ongoing Support & Check-Ins
On-Demand Assistance
Reach out anytime for technical help, creative strategy, or best practices.
Periodic Check-Ins
We’ll schedule calls or touchpoints to review progress, troubleshoot issues, and share new ideas for UGC campaigns.
Scale & Adapt
As you see success, easily invite new audiences (other departments, new customers, or partners) and launch fresh campaigns.
Summary Checklist
Crowd & Goals
Identify which groups you’ll tap into (colleagues, customers, channel partners) and what you aim to achieve.
Log into Studio
Use the credentials we provide and follow the prompts.
Survey & Brand Uploads
Complete the brief survey, upload brand assets, and set your kickoff date within Studio.
UGC Project Goes Live
Once everything is submitted, your open link appears—start collecting user-generated content.
Kickoff Call
We demo the platform, review UGC progress, and align on next steps.
Ongoing Support
Our MarketScale team is here for troubleshooting, creative insights, and growth recommendations.