Welcome!
This onboarding form is designed to gather essential information about your business, marketing platforms, and integrations. By completing this document, you help us set up your marketing dashboards, reporting tools, and automated systems that will allow us to track and optimize your campaigns effectively.
This information is critical for us to setup & integrate your data from various platforms (such as Google Analytics, Facebook Ads, and others) into your CRM. With your information, we'll be able to provide you with real-time performance updates, track key metrics, and ensure your marketing strategies are aligned with your business goals.
Why It's Important
Streamlined Data Integration: The more information you provide, the more effectively we can integrate your marketing tools and platforms to create a unified reporting system.
Customized Dashboards: We'll tailor your dashboard to reflect your key metrics and KPIs, ensuring you're seeing the data that matters most to your business.
Real-Time Reporting: Automated reports will keep you updated on your campaign performance, saving you time and giving you actionable insights.
Seamless Collaboration: Having all necessary information in one place makes it easier for us to collaborate with you, ensuring the success of your marketing efforts.
How to Use This
Please fill in the details for each section, including platform access, key contacts, and specific business information. This will enable us to integrate and set up the systems you need.
If you're unsure about any section, feel free to ask. We're here to help you through the process!