Account Onboarding

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Timelines, expectations, and all the info you need for onboarding an account.

• Onboarding an account

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  Access
  • Snapchat Access
  • Why are Google Tag Manager (GTM) Google Analytics (GA4) and CRM access required?
  • Google Analytics Access
  • Google Business Profile Access
  • Google Search Console Access
  • Content Management System (CMS) Access
  • Google Tag Manager Access
  • Google Merchant Center Access
  • Social Content Access
  • SEO Access
  • Show all
  • Programmatic Video Access
  • Programmatic Display Access
  • Programmatic OTT Access
  • Programmatic Audio Access
  • Microsoft Ads Access
  • LinkedIn Access
  • Pinterest Access
  • TikTok Access
  • Spotify Access
  • Custom Display Access
  • Custom Video Access
  • Custom OTT Access
  • Custom Audio Access
  • YouTube Access
  • Google Ads Access
  • Meta Access
  • Access via Leadsie

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  Goals
  • Why are Google Tag Manager (GTM) Google Analytics (GA4) and CRM access required?
  • Your complete guide to campaign goals
  • Why doesn't the CRM data match the platform, dashboard, or Google Analytics?
  • How to determine new customer acquisition cost (nCAC)
  • How do you measure campaign success?
  • What are goals and KPAs?

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  Timelines
  • Organic media timelines
  • Account Onboarding Timeline
  • What are your turnaround times?
  • Reporting Timeline

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  Submitting an Order
  • Information Needed to Submit an Audit (SEO & Social Content)
  • Information Required to Submit a Paid Media IO
  • Information Required to Submit a Confirmation Order (SEO & Social Content)
  • Everything Needed to Get a Paid Campaign Live