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← How We Work Process · Onboarding deep-dive

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.

DAY 0

First call (30 min)

No deck. We listen, ask questions, look at what's running. End-of-call decision: fit / not fit / needs scoping.

DAY 1-2

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.

DAY 3-5

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.

DAY 5-7

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.

DAY 7-10

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.

DAY 10-14

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.

DAY 14-21

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.

DAY 21-30

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