Step-by-step
How to set up a launch to maximize the chances of strong adoption, awareness, and commercial results, in ten steps, roughly in order.
The one rule that matters most: the more visible the product is, the more broadly it's communicated, and the more consistently customers are activated, the better the results.
- Step 1
Start with the right internal stakeholders
A launch touches more of the org than it looks like. Loop these people in first, not after something breaks.
- · Commercial Owner: owns the ambition and the joint targets with Froda.
- · Marketing Owner: runs the campaigns, involved from day one, not bolted on later.
- · Product Owner: placement, integration, and the customer journey.
- · PR / Communications Owner: where relevant, plans both announcements early.
- Step 2
Set joint commercial targets & activation commitment
Agree with Froda on what success looks like, and how visible and active the product will be. A shared hypothesis, not a perfect forecast.
Commercial targets
- · Portfolio size & eligible customer base
- · Expected conversion & activated customers
- · Expected applications & funded customers
- · Revenue or other commercial outcomes
Activation commitment
- · How visible the product should be
- · Which always-on placements should exist
- · Which customer channels will be used
- Step 3
Kick off meetings & trainings
Get both teams moving in the same direction before any content gets made.
PR kickoff
- · Start planning the press release
- · Plan press photos, etc.
Marketing kickoff & training
- · Educate the team about the product
- · Plan channel activation
- · Go through the joint targets and activation commitment together
- · Present the launch packages
Operations kickoff
- · Brief customer support and sales so they can answer questions from day one
- · Plan proactive outbound calls for high-value segments, if relevant
- Step 4
Choose a launch package
Don't design a launch from scratch. Pick a ready-made level and adjust.
- · Bare Minimum: the floor
- · Standard: best practice
- · Growth-Oriented: best practice
- · Big Boom: go loud
- Step 5
Choose your ownership level
How much do you want to run yourselves, and where should Froda step in? This one choice carries through everything that follows.
- · 1. Fully owned: The partner owns all customer contact and executes activation themselves. Froda provides templates, guidance, and strategy input on request, but doesn't touch the partner's own channels directly.
- · 2. Mostly owned, some Froda support: The partner runs most of the activation themselves, with Froda supporting specific pieces: for example reviewing a campaign before it goes out, helping draft one email flow, or co-creating a specific piece of content.
- · 3. Less owned, high Froda support: Froda plans and executes most of the activity (copy, scheduling, channel management) directly. The partner stays involved in decisions, approvals, and anything that touches their own customers or brand.
- · 4. Froda-led: Froda drives and executes activation on the partner's behalf, within guardrails (tone, frequency, channels, approved messaging) the partner has agreed to upfront.
Marketing automation gets set up as a direct effect of this choice: the same Bare Minimum → Big Boom ladder, for the automated flows that run once a customer applies. Froda's level of involvement across the kickoff, the launch package you just picked, and ongoing activity all track the same level you pick here.
- Step 6
Plan press releases
Two different stories, two different audiences. Don't merge them. Line up the visuals while you're at it.
- · Partnership announcement: corporate positioning, Froda often takes the lead, amplified on LinkedIn and via leadership posts.
- · Product announcement: "we're launching a new product for our customers," partner-led, own market and language.
- · Press photos of the team, product, or launch moment
- · Potentially a partner film or case study
- · Line up potential customer testimonials while you're at it
- Step 7
Create website content & confirm product visibility
If customers can't find it or read about it, nothing else in this list matters.
- · A dedicated product/landing page: how it works, benefits, eligibility, FAQs, CTAs
- · At least one blog or educational article. Froda can supply templates.
- · Bonus: this content compounds. SEO, AIO/AI-search visibility, and trust over time.
- · Confirm the product is actually visible in-app: tours, notifications, guides, FAQ if it isn't
- Step 8
Plan marketing activities
Both angles matter: activating the customers you already have, and building broad awareness to attract new ones.
Activate existing customers
- · Bare minimum: one email telling eligible customers the product exists
- · The message should always cover: eligibility, what it is, the benefit, how to access it
Build broad awareness
- · Website, social, PR, paid social, SEM: to attract new customers and re-engage existing ones
Create and implement content and trust
- · A loan is a trust decision, not an impulse buy. Balance inspiration, education, trust, and commercial messaging, don't just hard-sell.
- · Personalize where possible: segment, target high-potential customers, adapt the message to context
- Step 9
Pilot test
Often done before a hard/big launch, to catch issues while the audience is still small.
- · A selected group of customers test the product first
- · Run the marketing send-outs and product visibility for just that group
- · Fix what doesn't work before rolling out to everyone
- Step 10
Launch day
Everything planned across the previous steps goes live, together.
- · Press release(s) go public
- · Partner announcement on LinkedIn
- · Key stakeholders share it on LinkedIn, from both Froda and the partner
- · Communicated to existing customers
- · Broad marketing goes live
- · During or shortly after: conferences and panels about it
The takeaway
A strong launch = clear ownership + shared targets + high visibility + consistent activation. Technical implementation is just one part. Treat financing as a product you actively market, not a feature you quietly ship.