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Para Everyone · Actualizado el 20 oct 2026
Roles and responsibilities on both teams
Each onboarding stage has clear owners. Here's who leads what.
| Stage | Timing | Your team | Scowtt |
|---|---|---|---|
| Connect | Day 0 | Connects your CRM, web analytics and ad platforms | Ingests your data within minutes |
| Validate data and align | Days 1 to 5 | Reviews and edits your funnel | Drafts your funnel and aligns with you on goals, KPIs and test design |
| Prepare | Days 6 to 15 | Sets up test campaigns and custom conversions, and shares any internal reports | Finalizes data validation and aligns reporting with you |
| Activate | Days 16 to 21 | Goes live with Scowtt | Uploads signals, sets up reporting and goes live with you |
Day-to-day tasks
| Task | Your team | Scowtt |
|---|---|---|
| Align on KPIs and success criteria | Owns | Advises |
| Legal and security review | Owns | Supports |
| Connect your CRM, web analytics and ad platforms | Owns | Supports |
| Review and approve your funnel | Owns | Drafts |
| Validate data | Reviews | Owns |
| Set upload and value thresholds | Approves | Recommends |
| Set up test campaigns and custom conversions | Owns | Guides |
| Upload signals and set up reporting | Informed | Owns |
| Monitor signals and uploads | Informed | Owns |
| Measure against control and decide what to scale | Owns jointly | Owns jointly |
Scowtt works alongside your agency and existing workflows. If an agency manages your campaigns, include them from kickoff.