Adalysis Client Account Onboarding (Onboarding)

Adalysis Client Account Onboarding (Onboarding)

1. 01

   Create a new Adalysis account and connect the client's Google Ads and Microsoft Ads accounts via API

   Navigate to the 'Accounts' section in the Adalysis dashboard, click 'Add Account', and follow the OAuth flow to grant read/write permissions for full monitoring and automation.

2. 02

   Run the 100+ prebuilt audit checks on the connected account

   Go to 'Audits', select the client account, and click 'Run Audit' to identify issues like wasted spend, low-quality scores, and disapproved ads.

3. 03

   Configure 24/7 performance monitoring and alerts

   In 'Monitoring', set up custom alerts for key metrics (e.g., CTR, CPA) and enable root cause analysis to receive notifications when performance changes unexpectedly.

4. 04

   Set up smart bid and budget automation rules

   In 'Automation', create rules for bid adjustments based on performance thresholds and enable budget pacing to adjust spend based on forecasts.

5. 05

   Build a client-specific report template from the 50+ available templates

   In 'Reports', select a template, customize it with client branding (if white-label is available, otherwise note Adalysis branding), and schedule weekly email delivery.

6. 06

   Invite client users and set permissions

   In 'Users', add client stakeholders with view-only access to reports and dashboards, ensuring they see performance without altering settings.

7. 07

   Document the onboarding checklist and share with the client

   Create a summary of the configured settings, audit findings, and automation rules, and send it to the client as part of the kickoff deliverable.