Shadowing a Cascade Meeting

Hi there! This week I got to shadow a meeting a fellow STA had with a client who needed help with Cascade. By this point of my STA career, I of course know the basics of cascade, but I had never personally and individually worked with a client needing Cascade assistance before. So, shadowing someone else leading a meeting like this was an interesting and insightful experience.

 

Here are some notes I took:

• Start with intro on how meeting will go
• Ask if client has a background on Cascade, how much?
• Share screen
  • Go through inspo on what client wants. Check out example pages from STAs.
  • Determine what elements do they want in their Cascade cite: pull quotes, videos, etc
    • Fo videos clarify the difference between an embedded one and a linked one. Embedded is preferred.
• Suggest using a single specific folder for all their media
• Explain save/submit modes, publish mode and how that will take longer to update on its own once you click on it.
  • Remind them not to publish till all edits are done.
• Reassure them that help will be available to them when needed.
  • Web editor chatbot
  • Cascade tutorials
  • Reach out
• Send followup email after meeting with helpful resources and the discussed steps to take.