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Onboarding New Variable Ad Spend Customers

This series of tasks will allow our finance team to automate % of ad spend retainer tracking.

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Written by Kristin Crabb
Updated over 2 years ago

Who This Applies to: All Account Directors


What’s New: ADs are expected to gain access to all advertising accounts in the first week of a partnership, ensure they data is in funnel by reaching out to Jason Valentini or Claire Goluck on the Analytics team, and then complete the % ad spend survey to make sure the % spend information is captured.

Reminder: 3 days after kickoff, 1 week after kickoff, 2 weeks after kickoff

Where to Find the Details:

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