rate-guard · deliverable

Adoption & Launch Plan — Rate Guard

Companion to Kit 2 artifacts. Demonstrates: launch-cadence planning, KPI dashboard thinking, iterate-loop design (Exact "measure and optimize," Ricoh "track engagement + early behavior signals," FareHarbor "data-driven stories of impact").


Launch-week cadence

T-12d        T-7d           T-3d          T-0 LAUNCH            T+7            T+30
│            │              │             │                     │              │
Needs memo   KB bundle      Tour rehear-  ALL assets live       KPI snapshot   Full review
approved     in Support     sal with 3    simultaneously:       + item-level   → iterate
& assets     macro library  pilot CSAs    release notes link,   search-miss    weak gates
finalized    seeded         + partner     support macros,       analytics      or celebrate
                            beta group    partner portal        reviewed

Audience-specific rollout moves

AudienceT-0 actionSuccess signal day-30
SupportKB + flow widget embedded as top macro cardRG tickets ≤15% volume, falling; median handle-time on RG tags ≤ baseline
Sales CSAsIn-app tour assigned; demo spot-audit rubric shared≥90% pass audits; quotes-armed rate from CSA-sent quotes ≥85%
PartnersPortal article pinned + tour linked in onboarding email≥40% reseller orgs arm ≥1 quote in month one

KPI dashboard (what leadership sees)

Adoption: % active accounts with ≥1 armed quote · % CSAs completed tour · partner org activation

Quality: RG ticket share + trend · zero-result KB searches/week (gap radar) · spot-audit scores

Business: protected-quote volume, settlements honored count (finance co-owned metric)

Iterate loop

Weekly: search-miss log + ticket tag frequency → monthly KB version bump (KB v1.x) → quarterly item-review of tour tips based on where demos stumble.

Localization checklist (partner readiness, 9 countries)

  1. EN master frozen at v1.2 ✓
  2. DE/NL/FR priority tier — professional translation of FAQ + tour captions only (articles remain EN technical)
  3. Screenshot sets re-taken per locale number formats
  4. Legal sign-off on protection wording per jurisdiction

Honest measurement note

Baseline comparison window = the 30 days pre-launch. Attribution is directional, not experimental (no holdout control group — commercial team declined); noted transparently so future rollouts can design cleaner tests.

Prefer the source? Download the raw markdown.

Designed & built by I Wayan Usada