Skip to main content

How to onboard a new stakeholder to your MarketScale program mid-flight

How to bring a new stakeholder onto your MarketScale program after kickoff is over. Tour the homepage, Channel Media, Asset Library, My Media, and Coaching Feed in five minutes, then schedule them with your UGC Coach for personalized strategy.

A new stakeholder joining an active MarketScale program needs to get oriented fast without sitting through a full kickoff again. This is the five-minute orientation tour to send them: the surfaces they need to know, in the order they need to know them, and the one onboarding action that actually moves them from "introduced to the platform" to "contributing to the program."


Start on the homepage: curated content and team media

The homepage is where the program lives at a glance. Curated MarketScale content sits up top so the new stakeholder can see the kinds of pieces other companies are publishing, and completed team media sits below so they can see what your specific team has already shipped. Five minutes on the homepage and they've got a working sense of the bar and the texture of the program.


Tour Channel Media to show what published looks like

Channel Media is your team's published feed, the surface customers and prospects actually see when they hit your channel. Walk the stakeholder through what's live so they know the output side of the pipeline. Seeing the live channel makes the ask of "we'd like you to contribute a clip" land concretely rather than abstractly.


Show Sales Team Materials and My Media so they know where things live

Sales Team Materials is where finished, approved content lives, packaged into Collections ready to share with one link. My Media is where their personal contributions and works-in-progress show up. Five minutes here and they understand the two places content moves between as it goes from draft to publishable.


Close on the Coaching Feed

The Coaching Feed is the library of short coaching videos that teach the craft side of the platform. New stakeholders who explore the Coaching Feed for ten minutes pick up the recording techniques, the request-writing habits, and the program patterns faster than they would from any onboarding deck. Point them to it and tell them to come back when they're stuck on something specific.


Schedule them with your UGC Coach for personalized strategy

The most important onboarding action is the one that doesn't happen on screen. Schedule the new stakeholder with the program's UGC Coach for a 30-minute personalized session. The coach plugs them into the existing call cadences, helps them shape a content plan tied to their role, and answers the questions a self-guided tour can't. Stakeholders who skip this step stall; stakeholders who take it ramp.


Try it this week

If a new stakeholder just joined your program, send them the link to this article and a calendar invite to meet your UGC Coach. The combination of the platform tour and the personalized session is the fastest path from "just got access" to "actively contributing."

Did this answer your question?