Checklist for Success

Getting the most from Deeto happens in phases. Each phase builds on the last, moving your team from initial configuration to a fully operational customer intelligence system. Work through each phase with your Deeto Customer Success Manager.

First 30 days — quick overview

Phase 1: Complete account setup and branding, configure email authentication, connect your CRM, and set up your first AI interview campaign. Phase 2: Import your customer list, launch your first campaign, review initial insights in the Analyze dashboards, generate your first AI-created content, build a proof microsite, and train your team.

Phase 1: Foundation

Goal: Set up your account and configure the Listen module.

Task	Module	Details
Complete account setup	—	Company profile, branding, user invitations
Configure email authentication	—	SPF/DKIM setup for email deliverability
Set up AI interview	Listen	Configure conversation flows and question sets
Connect your CRM	Orchestrate	Salesforce or HubSpot integration

Milestone: Your Listen infrastructure is ready to capture authentic customer voice.

Phase 2: Build Your Intelligence Foundation

Goal: Populate Learn with your customer data and start organizing insights.

Task	Module	Details
Import company records	Learn	Upload your existing content and customer data
Configure custom fields	Learn	Set up segments, tags, and attributes
Define approval workflows	Learn	Establish your content review process

Milestone: Your system of record is structured and ready to grow.

Phase 3: Launch Your First Campaign

Goal: Begin capturing authentic customer voice at scale.

Task	Module	Details
Design your first campaign	Orchestrate	Choose audience, timing, and goals
Create email templates	Orchestrate	Write outreach aligned to campaign purpose
Configure automation triggers	Orchestrate	CRM-based or time-based triggers
Launch pilot campaign	Orchestrate	Start with a focused audience segment
Monitor participation	Analyze	Track open rates, completions, and feedback

Milestone: Authentic customer voice is flowing into your platform.

Phase 4: Analyze and Optimize

Goal: Review initial insights and refine your approach.

Task	Module	Details
Review campaign performance	Analyze	Assess participation and content quality
Explore sentiment trends	Analyze	Identify themes in customer feedback
Set up dashboards	Analyze	Create views for ongoing monitoring
Refine question sets	Listen	Optimize based on response quality
Plan next campaign wave	Orchestrate	Expand audience or add new use cases

Milestone: You have a baseline understanding of customer sentiment and initial insights.

Phase 5: Activate Your Intelligence

Goal: Put customer voice to work across your organization.

Task	Module	Details
Generate AI content	Activate	Create quotes, summaries, and customer stories
Create sales microsites	Activate	Personalized proof pages for active deals
Enable reference matching	Activate	Connect prospects with relevant customers
Train your sales team	Activate	Show reps how to access and share proof

Milestone: Customer intelligence is actively supporting revenue and retention.

Phase 6: Scale Your Programs

Goal: Expand listening and activation across use cases.

Task	Module	Details
Launch additional campaigns	Orchestrate	Win/loss, retention, product feedback
Configure signal-driven workflows	Orchestrate	Automate actions based on customer signals
Expand integrations	Orchestrate	Connect additional tools — Gong, Slack, and others
Review and share insights	Analyze	Distribute learnings across teams

Milestone: Deeto is operating as a connected system across your organization.

Phase 7 and beyond: Continuous Orchestration

Goal: Establish ongoing rhythms and maximize long-term value.

Task	Module	Details
Establish review cadence	Analyze	Weekly or monthly insight reviews
Optimize automation rules	Orchestrate	Refine triggers based on observed outcomes
Expand to new personas	Listen	Capture voice from additional customer segments
Measure business impact	Analyze	Track influence on sales, retention, and product
Share success internally	—	Celebrate wins and build internal momentum

Milestone: Authentic voice is continuously guiding how you grow, retain, and innovate.

Questions?

Contact your Deeto Customer Success Manager or email support@deeto.ai.

​First 30 days — quick overview

​Phase 1: Foundation

​Phase 2: Build Your Intelligence Foundation

​Phase 3: Launch Your First Campaign

​Phase 4: Analyze and Optimize

​Phase 5: Activate Your Intelligence

​Phase 6: Scale Your Programs

​Phase 7 and beyond: Continuous Orchestration

​Questions?