Onboarding Guide

Welcome aboard Radio Workflow! Now that you've inked the deal, you're probably wondering, "What's next?" No worries - we've got you covered. Here's a detailed breakdown to get you acquainted with our Onboarding process at Radio Workflow.

First off, give yourself a cool-off period of about a month to get set up and ready to 'Go Live'. It's a good idea to kick off on the first day of a new month, so when you bill your clients for the first time through Radio Workflow, you're charging for a complete month's services.
During your initial Onboarding Session, one of our team members will ask you some questions to understand your needs better. Think of this session like a meet and greet, where we get to learn more about your automation system, your 'Go Live' plans, the traffic system you're currently using, and any other important details.
Our team may ask you for a copy of an 'on air' log from your current traffic system. This helps us ensure we set up your workflow correctly, so you can export your first log smoothly. We'll also arrange a follow-up session to help you with building your clocks, unless we can squeeze that into the first meeting.
We'll show your Traffic Manager how to create a traffic clock, then let them take the reins. This allows them to think about clock design and the Spot Types they'll need on the Contract end to make the Clock work for you. A handy tip: print out your old clock from your previous traffic system to use as a reference while you're building your new Clock.
Generally, we'll wait for your Traffic Manager to create the Clocks before we start training your Sales People. This keeps them from jumping the gun and adding Contracts before the Clocks are ready (which can lead to a whole lot of contract revisions if you decide to tweak your Clocks). We'll then arrange a training session for your sales people, and once that's done, they can start populating your workflow with Contracts. When all the contracts are in place, you can start building your first Daily Log.
At this point, your Traffic Manager is ready for more training. They'll learn how to handle the Log Builder, manage copy rotations, accept traffic orders, and enter contracts. When you're ready, one of our team members will reach out to arrange this session.
After this, your Traffic Manager will get the chance to enter Copy Rotations for your active Contracts.
Once you've entered the Copy and built your first Daily Log, you'll be able to spot any log issues like missing copy. If you spot anything missing, make sure to sort it out in Media Query before trying to export your log.
After you've successfully built your first log, we'll help you set up a Workstation on your office computer. This will enable you to export your logs to your automation system.
When you've got a clean, error-free first log, you're ready to Lock the log and send it to your automation system. After exporting the log, you can make any last-minute tweaks to the clock in Radio Workflow. Sometimes you might need to run the export process a few times until you're happy with the outcome in your automation system.
Well done - you're now all set for your Go Live date! When that day rolls around, you'll create and export your first live log.
The final step, usually done within the month of your Go Live date, is to export your aging report. A team member will then import this as opening balances. Once that's done, Radio Workflow becomes your new master system for all payments and adjustments, and you can retire your old traffic system.

There you have it! That's the process of moving to Radio Workflow in a nutshell. Thanks for choosing us, and we're looking forward to supporting you on this exciting journey.