Admetrics Client Workspace Setup (Onboarding)

Admetrics Client Workspace Setup (Onboarding)

1. 01

   Create a new Admetrics account and select the Growth plan

   In the signup flow, choose the Growth plan at $399/mo, which includes $20,000 in marketing spend. This is the entry point for clients spending up to $20K monthly.

2. 02

   Connect the client's Shopify store

   In the Admetrics dashboard, navigate to Integrations and select Shopify. Authorize the connection to pull order and customer data for profit attribution.

3. 03

   Link Meta, Google, and TikTok ad accounts

   Under the same Integrations screen, connect each ad platform using the client's credentials. Verify that data flows appear in the unified dashboard within 24 hours.

4. 04

   Enable server-to-server data pushback

   In the Tracking settings, activate the server-to-server pushback feature. This sends enriched conversion data back to ad networks, improving their algorithm performance and reducing reliance on pixel-based tracking.

5. 05

   Configure a custom dashboard with 150+ KPIs

   Use the dashboard builder to select KPIs relevant to the client, such as true ROAS, CAC, and CLV. Save this as a template for reuse across similar clients.

6. 06

   Set up multi-shop support if the client operates multiple stores

   In the account settings, add additional Shopify stores under the same workspace. This allows consolidated reporting across the client's brand portfolio.

7. 07

   Validate data accuracy against known metrics

   Compare Admetrics-reported revenue and spend against the client's Shopify and ad platform totals. Resolve any discrepancies before presenting the dashboard to the client.

8. 08

   Deliver the dashboard and schedule a walkthrough

   Share the custom dashboard link with the client and schedule a 30-minute session to explain the profit attribution logic and how to read the KPIs.