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What the onboarding call covers and how to prepare

Written by Ruben Pijnenburg

Your account is activated by us before the call, and you receive an email with the first steps. Completing them before the call means the call itself goes to your strategy instead of setup.

Do this before the call

  1. Activate your account via the setup email, and invite your colleagues under Settings, then Users

  2. Connect your Meta and TikTok ad accounts under Settings, then Integrations, and accept the Meta request in your Business Manager afterwards. This is the step that makes sure you can launch later without delays

  3. Watch the walkthrough videos in the in platform Help Center, so you know the buttons and we can spend the call on strategy

What the call covers

  • Your goals: target markets, audience, and the CPA or ROAS you are aiming for

  • Your first campaign strategy: campaign type, how many creators to start with, budget, and the concepts and USPs for your brief

  • A check that your integrations are working

  • Concrete next steps with dates: you set up your first campaign with the AI Onboarder, and we plan a follow up session to review the brief together before you launch

After the call, deep dive sessions are available per workflow when you need them: campaign brief and launch, creator selection, content approval, and Turn Into Ads. From connected integrations to a live campaign typically takes a few weeks, and the fastest brands book their onboarding call within days of signing.

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