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Client Onboarding

Welcome to Involvz Let’s Begin Your Project the Right Way

A clear onboarding process designed for accuracy, transparency, and fast execution.

Start Onboarding

A quick onboarding call

 

Onboarding Call

A brief alignment call to clarify goals, timelines, and next steps.

Reviewing your current tracking setup

Tracking Audit

We analyze your existing GA4, GTM, pixels, and website setup to identify gaps or issues.

Understanding your business & key KPIs

Business & KPI Review

We understand your funnels, business model, and success metrics before setting up tracking.

Assigning the right team members

Team Assignment

We assign the right team members to ensure smooth execution and fast delivery.

Project Kickoff

To begin your project, we’ll need access to your analytics tools, website platform, and ad accounts. Once we receive access, our team immediately starts your audit and implementation.

Provide Access

Access & Credentials

To begin your project, please share access to the tools below. We’ll also email you a clean, personalized checklist based on your project requirements.

Google Analytics 4

For GA4

Admin access to configure accurate events, conversions, and reporting.

GTM (Web & Server)

For GTM

Admin/publish rights to deploy tags, pixels, and server-side tracking.

Meta Business Manager

For Meta

Admin access for pixel setup, datasets, catalogs, and Conversion API integration.

Google Ads

For Google Ads

Access for conversion tracking, audience setup, and GA4/GTM linking.

TikTok Ads

For TikTok Ads

Access needed to configure pixel events and conversion tracking.

Website CMS

Website CMS

Admin access to install GTM script and verify onsite scripts/events.

Hosting or DNS (if required)

Hosting or DNS

Required only for server-side tagging or subdomain configuration.

Typical response time: 12–24 hours.

Project Timeline & Communication

Clear communication and predictable timelines – that’s our standard.

Communication

Expect consistent updates through email or Slack.

Blocker Handling

If we need clarification or access, you’re informed instantly.

Phase Updates

Every stage is shared with you before we advance.

Next Steps

You’ll always know the upcoming actions and timelines.

Our Standard Workflow

Every project follows a clear, proven workflow to ensure smooth execution.

Audit

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A complete review of your GA4, GTM, pixels, website, and data flows to identify gaps and validate scope.

Audit

A complete review of your GA4, GTM, pixels, website, and data flows to identify gaps and validate scope.

Implementation

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We configure your tracking, pixels, server-side setup, and project-specific requirements with clean, documented implementation.

Implementation

We configure your tracking, pixels, server-side setup, and project-specific requirements with clean, documented implementation.

QA & Validation

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Thorough validation using GA4 DebugView, GTM Preview, Pixel Helpers, and real-world testing to ensure accuracy.

QA & Validation

Thorough validation using GA4 DebugView, GTM Preview, Pixel Helpers, and real-world testing to ensure accuracy.

Handover

_____________

We deliver a clear summary, documentation, and walkthrough so your team understands the setup.

Handover

We deliver a clear summary, documentation, and walkthrough so your team understands the setup.

Support

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Short-term support to make sure everything runs smoothly after launch. Long-term retainers available if needed.

Support

Short-term support to make sure everything runs smoothly after launch. Long-term retainers available if needed.

Deliverables & Reporting

Depending on your project, you may receive the following deliverables. All items are confirmed with you before we begin.

GA4 event setup

Clean event, parameter, and conversion setup based on your project needs.

GTM Web + sGTM configuration

Tag management setup for web and server containers with structured data flows.

Pixel integrations (Meta, TikTok, Google Ads)

Accurate pixel tracking with full event mapping and testing.

Custom dashboards

Looker Studio dashboards tailored to your KPIs, funnels, and reporting needs.

SEO reports

Technical SEO, on-page issues, and recommendations (if included in the scope).

Ads setup or optimization work

Campaign structure, tracking integration, and optimization recommendations.

Payment Terms

Invoices will be shared via email.

50% upfront (unless agreed otherwise)

This secures your project slot and allows us to begin initial work.

Remaining 50% after final delivery

Final payment is due once the project is completed and approved.

Retainers / ongoing work billed monthly

For continuous support or monthly services (SEO, tracking maintenance, reporting).

Optional Retainers

If you’d like continuous support after the project, we offer, we can recommend the right option once we finish your setup.

Tracking Maintenance

Monthly debugging, enhancements, and tracking improvements across GA4, GTM, sGTM, and pixels.

 

Tracking Maintenance

Monthly debugging, enhancements, and tracking improvements across GA4, GTM, sGTM, and pixels.

 

Reporting & Insights

Monthly Looker Studio updates, KPI reporting, and performance analysis.

 

Reporting & Insights

Monthly Looker Studio updates, KPI reporting, and performance analysis.

 

SEO Support

Ongoing technical SEO fixes, audits, and performance optimization.

 

SEO Support

Ongoing technical SEO fixes, audits, and performance optimization.

 

Ads Management

Monthly optimization for Meta, Google, and TikTok ads with tracking-integrated workflows.

Ads Management

Monthly optimization for Meta, Google, and TikTok ads with tracking-integrated workflows.

Final Step - Let’s Begin​

Click below to start the onboarding, this will take you to a form where you can submit project details and required access.

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