Onboarding, Day 0 to Day 30, in detail.
From first email to working programme inside thirty days. Day-by-day breakdown of access provisioning, kick-off cadence, account-team introductions, and first-month deliverables. The same process across all three specialist verticals.
First call (30 min)
No deck. We listen, ask questions, look at what's running. End-of-call decision: fit / not fit / needs scoping.
Read-only access provisioning
If we're a fit, we ask for read-only access to your Google Ads, Meta Business Manager, GA4, Shopify/WooCommerce admin, Klaviyo. Your IT or marketing team grants, typically takes 24-48 hours.
Senior strategist audit
Senior strategist (the one who'll run the engagement) audits your ad accounts, content, SEO, email, website tracking. Documents observations + opportunities + risks.
Statement of Work draft
Single-document SOW: engagement shape, service lines, indicative monthly cost, management fee structure, explicit exclusions. Sent for client review with a 48-hour callback.
SOW signed, kick-off scheduled
SOW signed (typically electronically). Kick-off meeting scheduled within 5 business days. Account team formally introduced, senior strategist, paid media lead, content lead, designer.
Kick-off + admin access
Kick-off meeting (90 min). Admin-level access provisioned to ad accounts (we operate as authorised users on YOUR accounts, never our own). First Xero invoice issued. Editorial calendar drafted. Strategy review scheduled.
First content + first ad changes
First month's content drafts in review. First ad-account configuration changes deployed (typically conversion-event audits, audience refinements, creative refreshes). Klaviyo flow audit completed.
First strategy review
First monthly strategy review with senior strategist. Numbers from the first 30 days, programme adjustments, next-month editorial calendar approval. Working programme established.
Ready to start the onboarding process?
Day 0 starts with a 30-minute first call. Book one and we'll get the next 29 days running.
Book Day 0