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Give your implementation team a set sequence to take each new account through, so the calls cover decisions and the walkthroughs cover setup.
How long go-live takes shouldn't depend on who's running it.
Break go-live into ordered guides each account works through alongside their CSM.
Send setup steps ahead of time so the call covers decisions, not configuration.
Sales, implementation and support all work from the same documented path.
Give every account the same path to go-live, and adjust a step when your setup flow changes.
Embed a demo in your app or onboarding email with a single script.
Switch a guide into Presentation view when you do want to run the session live.
Clone the standard sequence and adjust it for accounts with a non-standard setup.
Capture workflows from your browser or desktop applications with the Floik Chrome extension, or simply upload an MP4. Floik AI does the heavy lifting, taking you all the way to polished interactive guides, SOPs, feature walkthroughs, and professionally narrated videos.
You review. You validate. You refine. You stay in control.
Free plan available · No credit card required
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