Overview

The purpose of this toolkit is to provide your Go-To-Market (GTM) team with "out-of-the-box" assets to successfully launch Clair On-Demand Pay to both employers and employees. These materials have been pre-approved for compliance to ensure a seamless rollout.

1. Internal Enablement & Strategy Equip your Sales, CS, and CX teams with the knowledge they need to speak about Clair.

• Functional One-Pager for Internal Teams: A high-level overview including approved messaging and required disclosures. Ideal for training internal staff and useful for crafting copy for employers and employees.
• Clair Brand Kit: Includes color, font and logo files.
• Press Strategy Guide & PR Template: A guide to our recommended press strategy. Includes a pre-written, partner-agnostic press release template. ◦ Note: Our goal is to create a verifiable digital footprint to validate the partnership for those conducting market research.
• Product Demo (PAYROLL)
• Product Demo (NON-PAYROLL)

2. Product and Lifecycle Marketing Playbook Automated communication templates to drive adoption without the manual effort.

• Employer 30-Day Provisioning Email: Sent to your business users 30 days prior to launch to inform them of the new benefit and allow the option to opt-out.
• Employee Launch Announcement: The "Day 1" email, push notification, and embedded message to employees explaining how to sign up and take an advance.

3. Public-Facing Assets & Content Approved copy and templates for your website and help centers.

• Employer FAQ Template (Hosted by Partner): The technical and operational "Quick Facts" for business owners and HR admins.
• Employee FAQ Template (Hosted by Clair): A deep dive for the end-user.

4. Customer Care