New client onboarding shouldn't take days. A systematic process for connecting data, verifying tracking, and setting up reporting scales with growth.
The Onboarding Checklist
- Platform access: Get credentials for all ad accounts
- Tracking verification: Confirm pixels and tags are firing
- Historical data: Import past performance data
- KPI alignment: Document goals and success metrics
- Reporting setup: Configure dashboards and reports
How Xplainr Helps
Xplainr streamlines onboarding with one-click platform connections, automatic data sync, and instant report generation for new domains.
Try Multi-Client Portfolio View
Manage all clients from one dashboard
- Week 1 Audit
Apply the same auditing principles when onboarding new clients.
- Data Quality Frameworks
Ensure data quality from day one of client onboarding.