Kickoff checklist: what we need from you

Use this checklist to prepare for your kickoff call and the days right after it. Having these ready keeps the three-week timeline on track.

At the kickoff call

• Approve your funnel, or note any edits.
• Review your CRM counts and flag anything that doesn't match what you expect.
• Review any data blockers or flags.
• Discuss your pilot goal and KPIs.

Within 5 days

• Connect your ad platforms, if they aren't already connected.
• Give Scowtt read access to your ad accounts, so we can audit which campaigns are a good fit.
• Share your baseline internal reporting, if you use it to measure success.

Within 2 weeks

• Align on test structure.
• Confirm campaigns and KPIs, once data validation and the platform audit are complete.

People

• A project owner who can make decisions about campaigns and goals.
• Data owners for your CRM and any other systems Scowtt will connect to.
• An ad account admin for each platform in scope.
• Someone from legal or procurement to handle agreements.
• A sales or operations contact who knows how leads are qualified.

Legal and data access

• Agreements and any security review started at kickoff.
• A plan for connecting your CRM and other data sources. See Choose how to connect your data.
• Confirmation that click IDs are stored on leads, or a plan to start capturing them.
• Your historical backfill scope, for example the last 90 days, 12 months or full history.
• A technical contact, plus a schema or data dictionary for the data you'll share.
• If you use GA4, turn on its BigQuery export now. It's off by default and isn't retroactive.