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Onboarding Client Master
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Set 🚀 Go Life 🚀 dates
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Onboarding Health
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Design of media delivery in spreadsheet or summary email
Review of data pipelines for report suite
Media sign off on report suite
Templates Review
Data integration
Week 1-2 reporting lauch
Global Framework - Taxonomy builder
Global Framework - Test****
Validation
Platform Access, direct login permissioned
Design of media delivery in spreadsheet or summary email
Review of data pipelines for report suite
Media sign off on report suite
Templates Review
Data integration
Week 1-2 reporting lauch
Platform Access
Dashboard Design & Client Review
Data Integration and Daily Process Automation
Snowlfake Client Setup
Custom Dashboard 1st Draft Publication
Design Feedback
Update Dashobard Design to Align on Team Feedback
Dashboard QA
Veelocity Template Production Push
Client Communication & Dashboard Access
Archive framework on GDrive
Framework template internal review
Framework template external review & approval
Platform Access, direct login permissioned
Archive framework on GDrive
Framework template internal review
Framework template external review & approval
Archive framework on GDrive
Framework template internal review
Framework template external review & approval
Historical data (client, prior agency)
Historical reporting
Benchmarks
Confirm fiscal calendar reporting (ex: retail/CPG)
Client owned measurement: Site Analytics
Client owned measurement: MMM
Client owned measurement: MTA
Client owned measurement: Research
Confirm media plan (platforms,channels, go-live date)
Performance Media conversions
Client Deep Dive: Review/Questions on data req (EDW, GA, etc)
Historical data (client, prior agency)
Historical reporting
Benchmarks
Confirm fiscal calendar reporting (ex: retail/CPG)
Client owned measurement: Site Analytics
Client owned measurement: MMM
Client owned measurement: MTA
Client owned measurement: Research
Confirm media plan (platforms,channels, go-live date)
Performance Media conversions
Client Deep Dive: Review/Questions on data req (EDW, GA, etc)
Historical data (client, prior agency)
Historical reporting
Benchmarks
Confirm fiscal calendar reporting (ex: retail/CPG)
Client owned measurement: Site Analytics
Client owned measurement: MMM
Client owned measurement: MTA
Client owned measurement: Research
Confirm media plan (platforms,channels, go-live date)
Performance Media conversions
Client Deep Dive: Review/Questions on data req (EDW, GA, etc)
Platform Access, direct login permissioned
Platform Access
Media Team Onboarding
Data Integration and Daily Process Automation
Snowlfake Client Setup
Veelocity Template Activation and Publishing
Dashboard QA
Veelocity Template Production Push
Client Communication & Dashboard Access
Historical data (client, prior agency)
Historical reporting
Benchmarks
Confirm fiscal calendar reporting (ex: retail/CPG)
Client owned measurement: Site Analytics
Client owned measurement: MMM
Client owned measurement: MTA
Client owned measurement: Research
Confirm media plan (platforms,channels, go-live date)
Performance Media conversions
Client Deep Dive: Review/Questions on data req (EDW, GA, etc)
Platform Access
Media Team Onboarding
Data Integration and Daily Process Automation
Snowlfake Client Setup
Veelocity Template Activation and Publishing
Dashboard QA
Veelocity Template Production Push
Client Communication & Dashboard Access
Platform Access, direct login permissioned
Platform Access
Dashboard Design & Client Review
Data Integration and Daily Process Automation
Snowlfake Client Setup
Custom Dashboard 1st Draft Publication
Design Feedback
Update Dashobard Design to Align on Team Feedback
Dashboard QA
Veelocity Template Production Push
Client Communication & Dashboard Access
Global Framework - Taxonomy builder
Global Framework - Test****
Validation
Historical data (client, prior agency)
Historical reporting
Benchmarks
Confirm fiscal calendar reporting (ex: retail/CPG)
Client owned measurement: Site Analytics
Client owned measurement: MMM
Client owned measurement: MTA
Client owned measurement: Research
Confirm media plan (platforms,channels, go-live date)
Performance Media conversions
Client Deep Dive: Review/Questions on data req (EDW, GA, etc)
Design of media delivery in spreadsheet or summary email
Review of data pipelines for report suite
Media sign off on report suite
Templates Review
Data integration
Week 1-2 reporting lauch
Archive framework on GDrive
Framework template internal review
Framework template external review & approval
Global Framework - Taxonomy builder
Global Framework - Test****
Validation
Platform Access, direct login permissioned
Platform Access
Dashboard Design & Client Review
Data Integration and Daily Process Automation
Snowlfake Client Setup
Custom Dashboard 1st Draft Publication
Design Feedback
Update Dashobard Design to Align on Team Feedback
Dashboard QA
Veelocity Template Production Push
Client Communication & Dashboard Access
Identify Veelocity Performance Templates for Client Reporting
Data Integration and Daily Process Automation
Snowlfake Client Setup
Veelocity Template Activation and Publishing
Dashboard QA
Veelocity Template Production Push
Client Communication & Dashboard Access
Identify Veelocity Performance Templates for Client Reporting
Data Integration and Daily Process Automation
Snowlfake Client Setup
Veelocity Template Activation and Publishing
Dashboard QA
Veelocity Template Production Push
Client Communication & Dashboard Access
Historical data (client, prior agency)
Historical reporting
Benchmarks
Confirm fiscal calendar reporting (ex: retail/CPG)
Client owned measurement: Site Analytics
Client owned measurement: MMM
Client owned measurement: MTA
Client owned measurement: Research
Confirm media plan (platforms,channels, go-live date)
Performance Media conversions
Client Deep Dive: Review/Questions on data req (EDW, GA, etc)
Global Framework - Taxonomy builder
Global Framework - Test****
Validation
Platform Access, direct login permissioned
Design of media delivery in spreadsheet or summary email
Review of data pipelines for report suite
Media sign off on report suite
Templates Review
Data integration
Week 1-2 reporting lauch
Platform Access
Dashboard Design & Client Review
Data Integration and Daily Process Automation
Snowlfake Client Setup
Custom Dashboard 1st Draft Publication
Design Feedback
Update Dashobard Design to Align on Team Feedback
Dashboard QA
Veelocity Template Production Push
Client Communication & Dashboard Access
Identify Veelocity Performance Templates for Client Reporting
Data Integration and Daily Process Automation
Snowlfake Client Setup
Veelocity Template Activation and Publishing
Dashboard QA
Veelocity Template Production Push
Client Communication & Dashboard Access
Platform Access
Dashboard Design & Client Review
Data Integration and Daily Process Automation
Snowlfake Client Setup
Custom Dashboard 1st Draft Publication
Design Feedback
Update Dashobard Design to Align on Team Feedback
Dashboard QA
Veelocity Template Production Push
Client Communication & Dashboard Access
⁠

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