Tracify Onboarding Plan

Synopsis

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Welcome – I'm Dennis, Team Lead Customer Success at Tracify.

After signing the contract, my team and I will personally guide you through the entire onboarding process – from technical integration to performance optimization.

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Here's how the onboarding works:

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Intro Call

We'll get to know each other, discuss your current challenges, and jointly define the goals for your individual onboarding.

Onboarding Form

You'll receive a short form where we'll request all relevant information (e.g., ad account IDs). Based on this, we'll create your individual tracking codes and user setups.

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Setup & Implementation

The implementation of tracking codes and the connection of ad accounts will be done either by you – with our close support – or, if desired, entirely by us.

Kick-off Call

Together, we'll review the setup, discuss initial optimization approaches, and clarify any open questions.
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Performance Call‍

Finally, we'll dive deep into your ad accounts: optimizations down to the creative level, performance marketing strategies, and best practices – all based on reliable, accurate data.

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After onboarding, we'll naturally remain available to you and support you at any time with questions or new challenges.

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I look forward to meeting you in person.

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