Getting Started with BlueOcean

Overview

BlueOcean combines always-on brand measurement (Track), content/theme analysis (Stories), and our agentic AI (Spark) to help marketing teams move faster with clear, comparable metrics and next-best actions.

Onboarding Timeline (What to Expect)

1. Week 0: Strategic Alignment (kickoff) — align on goals, use cases, and competitive set; confirm owners and stakeholders.

2. Weeks 2–3: Data ingestion & configuration after competitive set approval; platform access provisioned (data typically live within ~14–21 days depending on scope).

3. Post-ingest: Platform onboarding/training session (formal walkthrough of Track, Stories, Spark) + dashboard setup tied to your Success Plan.

Step-by-Step

Step A — Strategic Alignment (Kickoff)

Goal: Align on goals, success metrics, cohorts, and workflow fit; co-create your Success Plan.

Who should attend: Admins/owners, power users, and core stakeholders.

Discussion prompts: Top marketing priorities/OKRs, upcoming campaigns, blockers, and success criteria.

Step B — Confirm Your Competitive Set (Cohort)

Provide: (1) the hero brand URL (or specific product/solution URL), and (2) ~6 relevant competitors (URLs). Once confirmed in writing, we begin ingestion.

Step C — Data Ingestion & Access

After cohort approval, we configure your workspace and begin ingestion. Expect data to appear within ~14–21 days. You’ll receive login instructions for assigned users. Login at app.blueocean.ai.

Step D — Onboarding Session (Formal Walkthrough)

We’ll cover: navigating Track, Stories, and Spark; settings for custom frameworks & competitive sets; interpreting scores, trends, and deltas; the prompt library; and building goal-aligned dashboards.

Customer Onboarding Steps (In-Platform)

1) Initial Platform Access

2) Dashboard Creation Process

· Navigate to My Dashboards to manage visualizations and analytics.

· Access via the Dashboards option in the Track section.

· Choose from pre-built templates or build a custom dashboard.

3) Template Selection

· Brand Performance — overall brand health monitoring

· Share of Voice — competitive positioning analysis

· Diagnostic Insights — deep-dive performance analysis

· Social Media Impact — social engagement tracking

· Overall Brand Health — comprehensive brand assessment

4) Metrics Integration

Access to 106+ metrics: Select and visualize data from the metric library within dashboard widgets.

Platform Navigation Structure

· Track section: primary workspace; dashboard creation and template selection.

· My Dashboards: manage dashboards; customize, add widgets, configure metrics.

· Settings menu: user management; add/edit users (role-dependent).

· Widget library: visualization catalog; select from 106+ metrics.

Ongoing Cadence & Support (After Getting Started)

· Monthly Touchbases: Recurring 30–45 min check-in with core POCs to review progress, answer questions, and calibrate dashboards and frameworks.

· Ongoing Training & Q&A: Refresher sessions for new users, role-specific coaching (brand, content, digital, exec), and Spark prompt best practices.

· Support: Email support for issues and how-to questions; priority triage for data integrity concerns; quarterly roadmap previews.

· Success Plan Updates: Revisit goals/OKRs quarterly and align dashboards and prompts to next-quarter initiatives.

Role-Based Prompting & Use Cases (Spark)

Spark comes with ready-to-use prompt patterns by function. Start with these and adapt to your goals.

Brand & Corporate Marketing

· Exec: “Summarize our brand’s last-quarter performance across Awareness, Paid Media, and Earned Engagement; highlight gains/losses vs competitors and recommend 3 strategic moves for next quarter.”

· Team: “Compare our distinctiveness vs competitors and suggest 3 ways to amplify uniqueness.”

Content & Communications

· Exec: “Which narratives and formats are outperforming for us vs key competitors — and where are rivals gaining momentum?”

· Team: “Surface top white-space topics none of the majors dominate yet, where we can lead first.”

Customer & Digital Experiences

· Exec: “How do our customer/digital experience signals compare to the cohort, and where are expectations rising?”

· Team: “Show the top digital moments where competitors outperform us and how they’re messaging those.”

Digital Marketing (Omnichannel)

· Exec: “Which channels and formats are strongest/weakest vs competitors, and where is momentum shifting fastest?”

· Team: “Rank our strongest/weakest channels over 90 days and flag early declines indicating fatigue.”

Demand Planning

· Exec: “What early demand signals are emerging in our category, and where are competitors gaining interest?”

· Team: “Identify segments/themes where competitor demand spiked in the last 30–60 days vs our brand.”

Digital Sales

· Exec: “Where is our digital sales narrative less effective vs competitors (clarity, urgency, ROI, AI differentiation)?”

· Team: “Which competitor solution pages show stronger buyer-intent signals, and what patterns are they using?”

What We Need from You

· Brand & cohort: Hero brand URL + ~6 competitors (or product/solution URLs).

· Stakeholders: List of users/roles for access; owners for each goal/workstream.

· Goals/OKRs & timelines: Top priorities, success criteria, and near-term campaigns (6–12 months).

How Our Data & Scoring Work (At a Glance)

Signals we track: Business (revenue/firmographics/news), Strategic (web, social, search, media), Customer (engagement, reviews/forums). 3,000+ data points from public, partner, and proprietary sources.

BlueScore (0–100): Relative, cohort-based index centered at 50; composed of Awareness (25%), Trust (25%), Impact (25%), Distinctiveness (13%), Consistency (12%). Fast-moving data refreshes weekly; slow-moving data monthly/quarterly.

Custom frameworks: Up/down-weight metrics to match your priorities.

Using Spark (Your Agentic AI)

· Explain score changes, identify drivers, and compare against competitors.

· Generate analyses, briefs, themes, and next-best actions tied to your goals.

· Pull quick signals into campaign/content performance (non-attributional); start with the prompt library and save custom prompts.

Deliverables & Milestones

· Success Plan (owners, goals, KPIs, cadences) — finalized during/after kickoff.

· Configured cohort and workspace access — immediately after data is live.

· Onboarding/training recording + starter dashboards aligned to exec reporting.

FAQs

· How long until data is live? About 2–3 weeks after cohort approval (often ~14 days).

· Who should attend onboarding? Admins, owners, and core users who will rely on the metrics.

· Can we tailor the score? Yes—create a custom framework and adjust weights.