Client Onboarding

From handshake to launch.

A clear, no-surprises onboarding process — what we need from you, what happens in week one, and how fast we get you live.

STEP 01

Kickoff Call

A 30-minute strategy call to confirm goals, KPIs, target audiences, and channels. We agree on what success looks like before anything goes live.

STEP 02

Access & Setup

You grant access to ad accounts, your store/platform, and analytics. We install conversion tracking and validate data flow.

STEP 03

Onboarding Questionnaire

You complete our brand & offer questionnaire so our creative and media teams understand your positioning, offers, and historical performance.

STEP 04

Audit & Strategy Build

We audit your accounts, competitors, and funnel, then build your first 30-day growth plan and channel strategy.

STEP 05

Creative Production

Our team produces your first batch of 40+ creative concepts tailored to your audiences and angles.

STEP 06

Launch

Campaigns go live within 7–10 working days of onboarding completion, with a launch walkthrough and a clear reporting cadence.

What We Need

Access Requirements

What we'll need from you to move fast and launch on time.

Meta Business Manager (advertiser + page access)
Google Ads account
Google Analytics 4 + Google Tag Manager
Store / e-commerce platform admin or staff access
Brand assets: logos, fonts, product imagery, UGC
Historical creative & performance data (if available)

The Timeline

Your First Week

A clear picture of what happens in the first seven days.

Day 1–2

Kickoff & access

Kickoff call completed; access requests sent and tracking setup begins.

Day 3–4

Questionnaire & audit

Questionnaire returned; full account and competitor audit underway.

Day 5–7

Strategy & creative

30-day plan shared; first creative batch in production ahead of launch.

Book a Call

No Sales Pitch.
Just Strategy.

Book a free 30-minute strategy audit. We'll review your current marketing performance and hand you the highest-impact growth levers, whether you work with us or not.

30-minute focused strategy session

Custom growth audit prepared beforehand

No sales pitch - just honest advice

Immediate actionable takeaways

Location

York, United Kingdom

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