Success with DAP requires awareness, buy-in, and participation from your peers and leaders – and that's where the Champion Toolkit comes in!
Use these resources and best practices to help you advocate for the value that your digital adoption program brings to your organization, boost the impact of your current projects, showcase your work to stakeholders, and grow your program.
Brief Overview
You have the WalkMe expertise you need to succeed – and this article gives you the resources you need to position your role, build credibility with stakeholders, and set up a few small habits that make everything easier as your program grows.
⚡ Quick Start | 20 minutes to start championing your work with WalkMe
Pick one to do today:
Nail your intro: Develop your elevator pitch (Section 1.1). This takes just a few minutes and pays off every time someone asks what you do.
Set up your intake form or Knowledge Base: Grab the templates and pin it in your Slack/Teams channel or email signature (Section 2.1).
Create your pitch deck: Customize a “pitch deck” that you can use anytime you meet with new stakeholders (Section 1.2). We've included an outline and sample presentation to jumpstart yours.
Update one visibility touchpoint: Update your email signature, LinkedIn headline, or virtual background (Section 1.3). Make it immediately obvious what you do!
Draft upcoming launch communications: Create a repeatable way you communicate new launches and updates to your leadership (Section 3.2). We've provided templates and AI prompts to get you started.
Read on for more details about how to create your pitch deck, set up easy ways for teams to engage with you, and more.
Build Your Internal Brand
Use the below tips and resources to make it easy for people to know who to come to (YOU!) for digital adoption expertise and problem solving.
Nail the "15-second" intro
When someone asks what you do, keep it short and focused: "I help our teams get through their workflows faster and focus on what matters most. To do that, I partner with different teams and stakeholders to drive business initiatives like [insert a few projects or objectives you're focused on] and make sure we're getting value out of the tools we're paying for."
Create your pitch deck
Use this with new stakeholders to introduce your role, the problems you solve, and how your work with WalkMe supports business goals.
Here's a sample pitch deck outline:
Sample Outline
Notes
Introduce yourself
Include a slide with your photo, name, title, and role
Describe what WalkMe can do
Explain what WalkMe is and the benefits it can provide
Start with the problem (including data if possible)
Before describing what WalkMe solved, describe what was at stake for the business and/or your stakeholders.
The problem isn't a metric like "too many support tickets" or "low adoption rates,” those are symptoms. The real problem is what those symptoms were costing the business in “big picture” areas like revenue, risk, productivity, or compliance.
Ask yourself: If this problem went unsolved, what would have happened? For example:
A compressed six-week window to onboard 5,000 employees onto S/4HANA during year-end close meant process errors and business disruption impacting revenue and employee productivity were all but inevitable without a scalable alternative to classroom training.
Incomplete CRM data was making sales forecasts unreliable, extending deal cycles, and generating rework for sales ops teams.
Claims agents using inconsistent templates were creating downstream delays in decisions and exposing the company to potential compliance risks.
Tip: If you can quantify the downstream impact of the problem before WalkMe, even better. How many support tickets were generated per month as a result of the problem? How long did the process take? What was the error rate? What were the potential compliance fines? What was the cost of rework or delay? This sets up your results section to land harder.
Screenshots from WalkMe Insights can be great visuals to include. (Learn more about how to use Tracked Events or UI Intelligence to show which phases of the process were causing the problem, and where people most often abandoned the process.)
Describe what your team does
Include a few solutions that you've deployed, including process(es), on which app(s), delivery timeline(s), and your stakeholder(s).
Screenshots, GIFs, and/or demos are powerful tools for communicating how your solutions work in practice.
Show the "Before" state data alongside the "After" state data.
If you don't have data, qualitative feedback from users and stakeholders can work here too!
End with resources
Include a slide with where people can go to learn more, such as your Knowledge Base and/or internal comms channel.
Use simple visibility tactics
Whether it's a virtual background that you use in all of your meetings, an email signature that promotes your expertise, or a few powerful LinkedIn updates, small things can go a long way in sparking curiosity with new teams and keeping your DAP program top-of-mind.
Virtual backgrounds: Use a custom branded background during internal meetings, sparking interest and curiosity with new stakeholders.
LinkedIn profile: Make sure your DAP expertise shines! Here are quick updates you can make today:
Update your headline: Showcase your role and DAP expertise with a standout headline, like:
Driving digital adoption with WalkMe | Enabling user success at [Company]
Digital Adoption Professional | Builder of frictionless user experiences
Driving Innovation and Better UX | Digital Adoption Specialist at [Company]
Digital Adoption Strategist | Championing seamless workflows
Feature Certificates, posts, presentations, and awards:
Add to your “Featured” section: WalkMe DAI Certification certificates of completion, conference presentations you've given, digital adoption posts you've made, etc.
Add to your “Honors & Awards” section: internal and external recognitions, like company awards, Top 100 DAP Professional, Realizer Award finalist or winner, et al.
Add to your “Licenses & Certifications” section: if you're a Certified WalkMe Builder, Program Manager, or Project Lead, let the world know!
Learn more ways to boost your LinkedIn presence in the article here.
Build Your Communication Hub and Intake Process
Use the tips below to stay organized and make it easy for stakeholders to find and work with you.
Create an internal communication hub
Give people a dedicated space to go for questions and updates. This can include one or both of the following:
Slack/Teams channel: Create an #Ask-WalkMe channel. Use it for celebrating new project launches, announcing program updates, getting feedback, and more.
Internal Knowledge Base article: Publish a "DAP 101" page on your intranet. Define what WalkMe is, the use cases it can solve, and how stakeholders can learn more and/or submit requests.
Set up a simple project intake and discovery process, even if you're just starting out
This will help you stay organized, prioritize requests, and spend time on projects that matter for the business and deliver value to your stakeholders.
We recommend starting with the below:
Create a standard intake process and form: If you're just getting started, you might be going TO stakeholders to inform them about WalkMe. But as you grow, you'll need a standard intake form to prioritize your workload. We recommend building one early, as it can also guide your conversations with stakeholders and you can fill it out together during your discovery calls.
Tip: Pin as a resource in your Slack/Teams channel.
Dig into the real problem: Guide stakeholders to identify where users need the most help and/or the root cause of issues.
Ask “why?” multiple times to help you uncover the real issue and hone in on where DAP solutions can have the most impact.
For example, if someone tells you that they need an onboarding tour to get new users familiar with an application, dig deeper to understand what the key needs are:
Are there certain tasks or processes that need to be done?
What are the challenges users face when going through the process?
Why is this process important (i.e, what is the downstream impact if the process is not completed correctly?)
Where do people usually miss or spend too much time today? Why is that a problem?
Check out the intake form example below and download our pre-made templates here. To streamline the process, be sure to build or connect your form directly with your company's Project Management software (Asana, Monday, ClickUp etc).
Built to scale: Insights from the 2026 DAP Professional of the Year
Whether you're gearing up for your first launch or scaling an established program, proactively and consistently communicating what you've built - and why it matters - helps you boost momentum and excitement across the organization.
Communication best practices
Be concise and clear: Use bullet points, bold text, and visuals to make your info scannable, easily understandable, and impactful.
WIIFM (What's in it for me?): Customize content to the goals of your audience. For end users, explain how the solution will save them time or make their tasks easier. For stakeholders, explain how your work is impacting the metrics and objectives they care about (for example, fewer support tickets, higher first-time right submissions, hours and $ saved, higher CSAT or NPs scores)
Avoid "jargon-y" language: Write like a helpful peer. Your communications should sound professional, yet friendly.
Include a next step: Every message should be the start of a journey. Provide a “call-to-action” (CTA) in all of your communications (for example, a link where recipients can take further action or get more info, someone to reach out to)
Launch communication assets and plan
We've put together a sample plan below built around a first-time WalkMe launch, but the assets and timing can easily be adapted for rolling out to a new team, introducing a new solution, or keeping existing users or stakeholders in the loop.
Launch asset checklist
Mix and match based on your launch needs.
KB documentation with FAQs
Project overview presentation
Email comms
Slack/Teams messages
WalkMe solutions
Recorded solution demo
Sample launch communication plan and timeline
Timing
The goal
Channels to activate
CTA recommendation
2 weeks pre-launch
Build curiosity and explain the "Why" behind the upcoming change to end users.
WalkMe solution idea: If you're working on updates to a system where you have existing WalkMe content, build a ShoutOut to let teams know what's coming soon.
Slack/Teams Message
Email
Learn more (link to your Knowledge Base article)
Launch day
Drive immediate engagement with clear instructions and set expectations on what users will see.
WalkMe solution ideas: Create a ShoutOut that users see when they log in and a “where to get guidance” Smart WalkThru – and/or add permalinks to key solutions in your announcement communications.
Slack/Teams Message
Email
In-App Guidance
Log-in to [application] (to see guidance in action)
1-2 weeks post-launch
Keep momentum going with an early update.
Share a "here's what we're seeing so far” recap - usage stats, user feedback, etc. - with your stakeholders and schedule a retrospective meeting to review results and next steps.
Email
Join review meeting
Sample announcement templates
In any communication, we recommend including a simple visual of a solution - a screenshot, GIF, or embedded video - to help people quickly understand what you're building and what to look out for.
Sample template 1
Subject: Using [Application] is about to get easier
“Hi Team, We want to make [Application] as efficient as possible for everyone. To do that, we're adding WalkMe to [Application] on [Date].
WalkMe is our digital adoption platform, which gives you dynamic guidance directly within the [Application]. It's designed to save you time and increase productivity by giving you the support you need, exactly when you need it.
Keep an eye out for these new helpful features starting [Date]!
[Learn more here - link to your KB]
[Insert visual and caption]
If you have any questions, feedback, or ideas for future improvements, reach out to [your email].
Thank you!
[Name]
Sample template 2
Subject: WalkMe is live on [Application]!
"Hi Team],
We successfully deployed WalkMe on [Application] today! As our digital adoption platform, WalkMe is designed to increase productivity by providing contextual guidance right where you work.
The next time you log in, you'll see new tooltips and guidance buttons (see below for examples) ready to walk you through [Processes] in real-time.
We hope this makes your day a little smoother by giving you the right information, right when you need it!
[Log-in to Application today]
[Insert visuals and captions]
If you have any questions, feedback, or ideas for future improvements, reach out to [your email] and/or fill out this short form [link to your intake form - add link].
Thank you!
[Name]
Use this AI prompt to accelerate your launch comms plan
Try out this prompt using your company-approved AI tool.
Disclaimer: Prompt should always be revised and customized for your specific purpose. AI-generated content may contain errors or inaccuracies. Always review output carefully to ensure accuracy and relevance before use. Do not input, share, or upload confidential, sensitive, or proprietary information into general AI platforms. Use in accordance with your organization's data privacy, compliance, and security policies.
–
Role: Act as a Corporate Communications Expert. Help me draft a communications plan for our new Digital Adoption Platform (WalkMe) solution rollout.
Project Details:
Application: [Insert App Name, e.g., SAP Concur]
Process Type: [Insert Process, e.g., Expense Reporting]
Launch Date: [Insert Date]
[Optional]: [Insert examples of solutions built]
Requirements: Draft 5 distinct messages based on the following schedule. Use a professional yet helpful and encouraging tone.
2 Weeks Before (Email): Subject: Using [Application] is about to get easier. Mention that we are adding step-by-step guidance and in-app self-service to help with [Process Type]. Include a "Learn More" CTA.
2 Weeks Before (Slack): A punchy version of the email. Focus on "coming soon" and include a "Learn More" link.
Launch Day (Email): Subject: [Application] guidance is now LIVE! Explain that they will see tooltips and help buttons. Include a "Check it out" CTA.
Launch Day (Slack): High energy. Tell them to look for new guidance buttons in [Application]. Include a "Check it out" link.
1-2 Weeks Post-Launch (Email): An "early wins/next steps" email. Provide an update to stakeholders to keep momentum going by sharing an early update (e.g., a usage stat, a piece of user feedback, or a simple "here's what we're seeing so far" recap). In the same message, proactively schedule and invite them to a retrospective meeting to review progress and encourage them to join.
Formatting: Use bolding for key dates and CTAs to make it scannable.
Demo tips and best practices
If you're including a demo in your Launch kit, use the following tips to show what you're building, why, and the potential impact.
Keep it simple. If you don't have video editing software, use your company's video conferencing solution to record (Just make sure to test out the settings first.).
Optimize for readability. Record in 16:9 at 1080p. If you have a 4K monitor, shrink your browser window so text is legible on smaller screens.
Record in a test environment. Use a sandbox or demo environment to protect sensitive data.
Guide the eye. Use cursor highlights and zoom in on small UI details during post-production to keep the viewer focused.
Polish with AI. Use AI tools to enhance audio clarity and add on-screen text for better accessibility.
Use the "tell-show-tell" framework. Briefly state what you'll do, perform the action, and then summarize the value.
Focus on solutions. Prioritize problem-solving with WalkMe over feature-dumping, and keep the total runtime under 5 minutes. Learn how to structure your solution demo here.
Check out real examples. See real-life demo examples and get inspired by past DemoJam finalists.
