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  1. Send a calendar invite to key tenant contacts/Workplace Managers/office managers to a presentation about the new building platform. Be sure to include your Equiem CSM. 

    This session can be in-person, virtual or hybrid, depending on what works for you and your tenants. If you have an in-person element we recommend having some food or drink available. For example, breakfast or afternoon tea, depending on the time of your presentation.

Resource:
Click here for our template email

  1. Prepare your presentation, you should include: 

    • What tenants can expect from the platform e.g. being able to book meeting rooms, invite visitors and contribute content

    • Key benefits of using the platform

    • When the launch event is being held (if applicable)

    • What they can expect in terms of next steps or materials to help them communicate about the app with their team

    • Ask them to become early adopters by registering for the app on presentation day

Resource:
Click here for our template presentation

  1. Set up any catering (if applicable) and ensure you have printed the QR code or web URL for the new platform to encourage registration. Ask people to do this as they enter the room, or as they sit down.

    Run through your presentation, and include a demonstration of the app on screen, highlighting any key features. It’s up to you if you want to do Q&A as you go through or at the end of the session. 

    Take note of any questions you are unable to answer and follow up with the Equiem CSM team for assistance after the session.

Tip

Tip: 
Don’t forget to record the session (if virtual/hybrid)

Please contact the Equiem Team if you would like assistance presenting the app to your key tenant contacts.

  1. Share the recording (if applicable) via email with key tenant contacts, even if they didn’t attend. The follow-up should also include any materials or information that key tenant contacts can share amongst their teams to spread the word about the new building platform.

Resource:
Click here for our template follow-up email.

  1. Invite all key tenant contacts not registered in the session to the platform via Equiem One.

    Use the New User Invites widget to invite multiple people at the same time, and assign them any applicable roles and groups (for example, Workplace Manager).

Resource:
Click here to view a guide on the New User Invite widget.