How Does Insider Onboarding Work?

The onboarding process is structured to ensure a smooth and effective setup. It starts with a Pre-Kickoff Meeting, where your dedicated Customer Onboarding Manager (COM) and Solution Architect (SA) understand your priorities, expectations, and success criteria.

The process includes six key steps and lasts approximately 90 days:

1. Pre-Kickoff – Define onboarding success criteria.

2. Project Kickoff – Align on use cases and expectations.

3. Data Workshop – Define technical specifications.

4. Configuration – Implement integrations.

5. Joint UAT – Test configurations.

6. Go Live – Launch your first campaign and start driving revenue.

Throughout this journey, your Customer Onboarding Manager will ensure all integrations are completed, and you will receive ongoing support to ensure you are ready to go live with your defined use cases.