Brief Overview

You're building digital adoption solutions that address business needs – and these wins are proof of the value your WalkMe program brings to your organization. Sharing your successes and ensuring stakeholders understand the value of your digital adoption efforts can strengthen your program's impact, build awareness, and generate more excitement.

This article will guide you through the 'how-to's' of an internal marketing strategy, including steps to host an internal roadshow, communicate your wins effectively with newsletters and other channels, and formalize your program's brand.

How This Impacts Your Program

Consistent internal marketing and promotion:

• Reiterates your alignment with business goals
• Encourages stakeholder engagement
• Reinforces the DAP team's strategic value
• Increases adoption, ROI, and program visibility

Create an Internal Roadshow

An internal roadshow is a series of sessions where you go to different teams and product owners to introduce WalkMe, share how you can partner with stakeholders to solve challenges, and spotlight some of your work to spark the art of the possible. Not sure where to start with your roadshow? You can ask team leaders if you can join an upcoming team meeting to speak about WalkMe – or if you hear about a new product or change at an internal all hands or town hall where you think DAP might be able to help, reach out to the initiative owner.

A typical agenda may include a brief introduction, an overview of WalkMe, a few of the solutions you'll cover, then deep dives into specific solutions (demos, GIFs, etc.), the problems they solve, and key metrics or results. 

We recommend encouraging attendees to ask questions, so they can start to understand how similar approaches could be applied to their teams or processes. These meetings not only celebrate wins but also promote best practices, driving engagement and alignment across the organization.

Tips for Success

1. Plan: Define your goals, identify your audience, and develop a clear message. Decide on the format, date, and venue.
   • Pro Tip: When getting started, attach the WalkMe roadshow as an agenda item on a well-attended event. Even a 5 minute slot in an All Hands meeting is a great way to get on the map. This significantly reduces the need for pre-event promotional efforts. 
2. Promote: Use internal communication channels to create awareness, including tapping into existing communications and sending dedicated emails. Include an agenda so people know what to expect.
3. Present: Highlight WalkMe's value with live demos, use cases, metrics, and testimonials. We've included a sample agenda below.
   • Pro Tips: See How to Scale Faster with a Solution Gallery for guidance on how to structure impactful demo videos – and make sure to record your sessions. That way, you can host the full recordings on your internal Knowledge Base, send snippets to stakeholders, use examples for internal roadshows, and more. 
4. Follow-Up: Send thank-you notes, recordings, key takeaways, and a link to your Knowledge Base.
   • Pro Tip: Create a templated response to follow-up with prospective stakeholders. See Create Stakeholder Communications in the Intake & Prioritization article and Create an Internal Knowledge Base for more information.

Create a Newsletter

An internal newsletter is a powerful way to stay on your stakeholders' radar and consistently showcase your impact. Your newsletter can include sections that highlight specific solutions, metrics that tie back to business goals, and end user testimonials to keep the content fresh and engaging.

Tips for Success

1. Be consistent: Choose a cadence (monthly or quarterly) and stick to it. Always start your newsletter with a brief explainer of what WalkMe is.
2. Focus on the “why” your solutions matter: Include key stats, such as time saved or task completion rates, to show tangible results. If you don't have hard metrics, make sure to reiterate the business problem you're solving and why it matters. 
   • You can highlight one solution per issue (problem –> solution –> impact, and add user quotes and real metrics
3. Demonstrate value: Use visuals like screenshots and GIFs of your solution in action, as well as charts that demonstrate the before-and-after impact. Share quantifiable metrics that directly align with business goals, such as productivity, cost savings, or employee satisfaction.
4. Include a CTA: Link to your Knowledge Base or request form so readers can learn more and request their own DAP solutions.

Share Wins With Senior Leadership

A “wins” deck is a compilation of your key achievements, metrics, solution spotlights, and success stories, enabling you to have your accomplishments on hand for executive meetings, quarterly reviews, and beyond.

What to Include

• Summary of solutions and outcomes
• Before-and-after metrics and KPIs
• Visuals (charts, screenshots, analytics)
• Testimonials or user quotes

Tips for success: 

• Create a weekly or monthly 15 minute “update” calendar block to remind and motivate you to update your wins deck with any relevant information.
• Share your deck with your leader and/or stakeholders each month to give them visibility into what you're accomplishing.

See Download Templates & Tools below for a one-page Executive Summary Template.

Formalize Your Program's Brand

Giving your in-app guidance a strong personality, formalizes its presence and increases marketability. Watch this video for how two WalkMe customers branded their DAP program.

Download Templates & Tools