How does the client onboarding process work?

Our onboarding process is designed to get you seeing value quickly while building for long-term success. We begin with a discovery session to understand your needs and establish a measurement framework. Using our proven 80/20 approach, we implement standardised connections while customising key elements for your business.

The process includes:

  • Setting up user access and core modules
  • Establishing data connections and campaign taxonomy
  • Configuring your measurement framework and benchmarks
  • Training teams on key features
  • Weekly check-ins to ensure adoption

We take a modular approach, allowing you to start with high-impact features like our IdeationRoom while more complex integrations are completed. This ensures your team can begin improving campaign effectiveness from day one.

Related FAQs

What kind of support is provided during onboarding?
How customisable is the campaign taxonomy system?