Onboarding Readiness Guide

Leverage this guide ahead of your kick-off call with Freshpaint to ensure we maximize success through the implementation process.

How should this guide be used?

Your journey with Freshpaint begins here! This guide is your roadmap to a smooth and efficient Freshpaint onboarding experience. Use it to align your internal teams, gather the necessary technical and compliance approvals, and ensure all required platforms and credentials are ready before implementation begins.

Share this guide with key stakeholders such as engineering, product, marketing, and compliance to ensure everyone is prepared for a successful launch! 🚀

Freshpaint's safe by default approach to data sharing gives customers control over what data to share with analytics and marketing tools. This enables effective analytics and marketing approaches while remaining HIPAA compliant.

Onboarding Checklist

Before diving into Freshpaint's onboarding process, it's essential to ensure your team is fully prepared. Completing these steps ahead of time will streamline your setup, reduce delays, and accelerate your time to value with Freshpaint.

Who should be involved in onboarding?

Successful Freshpaint onboarding requires collaboration across multiple teams within your organization. From technical implementation to compliance approvals, each stakeholder plays a key role in ensuring a smooth setup. The table below outlines the primary participants and their responsibilities, helping you align the right people from the start. Engaging these teams early will streamline the process and accelerate your time to value with Freshpaint.

Key Stakeholder Roles

Key Stakeholder
Description
Level of Effort
Stage/MileStone

Executive Sponsor

Champions Freshpaint strategically, aligning

it with business goals, securing resources,

and removing blockers to drive its adoption

and success.

1 to 2

hours

Kickoff(s)

Launch Validation

Freshpaint Admin/Owner

Authorized to manage Freshpaint projects,

environments, role-based access, and

configuration updates.

4 to 6

hour

All

Project Manager

Oversees implementation planning,

execution, and delivery, coordinating teams

and timelines to achieve project goals

efficiently.

10 to 20

hours

All

Performance

Stakeholders

(Internal or Agency

Partner)

SME(s) of advertising and analytics

platforms. Familiarity with key performance

indicators (KPIs), ensuring alignment with the

context and expected outcomes of the data

captured by Freshpaint.

6 to 10

hours

Implementation

Pre-launch

Validation

Launch Validation

Legal/Compliance

Ensures processes, data handling, and

systems comply with HIPAA, safeguarding

privacy and security, advising on risk,

overseeing audits, and upholding legal

standards.

1 to 2

hours

Implementation

Pre-launch

Validation

Implementation Setup & Access Requirements

This section outlines the common platforms we integrate with, the necessary credentials for configuration, and level of access that your Freshpaint onboarding resource may require. Having these ready in advance will help your onboarding team configure Freshpaint efficiently and avoid setup delays.

Note: This table includes the most commonly configured destinations. For a full list of supported destinations and associated quick start guides, please visit https://documentation.freshpaint.io/.

Platform
Configuration Requirements
Requested Access for Freshpaint

Google Tag Manager*

  • Access to relevant container(s)

  • Audit tags - pause/remove tags no longer in use

*only required if maintaining use of

GTM with Freshpaint

Edit

Google Analytics

  • Your Google Analytics Measurement ID

  • A test property in GA4 to validate data in parallel with your native setup (instructions)

Read/View

Google Ads

  • Your Google Ads Conversion ID

  • Conversion Actions configured in your Google Ads account

Read/View

Meta Ads

  • Your Facebook Pixel ID and

    Access Token

Read/View

Microsoft (Bing) Ads

  • Your Microsoft Ads UET Tag ID

Read/View

Before onboarding, it's essential to review Freshpaint's recommended Allowlist properties with your legal and compliance teams. This review ensures alignment on the data that will be shared with your marketing and analytics tools during setup and configuration. By confirming these selections in advance, you can help streamline the implementation process and ensure Freshpaint is configured to meet your organization's data governance standards.

Required Properties

Freshpaint's server-side connection mode may require destination-specific properties indicated as "Required" that are essential for functionality.

Destinations may also have additional functionality that is controlled by certain event properties. Freshpaint indicates these properties as "Recommended" and describes the functionality they enable.

Click here for Freshpaint's Destination Allowlist overview

What to expect from your Freshpaint Onboarding

Your Freshpaint onboarding is designed to provide hands-on support, technical guidance, and best practices to ensure a smooth and successful implementation. Here's what you can expect:

  • Dedicated Onboarding Support – A Customer Success Engineer will guide you through the entire onboarding journey, ensuring you stay on track.

  • Best Practices & Recommendations – Expert guidance on setting up your Freshpaint account for optimal tracking and data governance.

  • Technical Support & Configuration – Assistance with event tracking, tool integrations, and troubleshooting to ensure everything is set up correctly.

  • Ongoing Customer Support – Beyond onboarding, your Freshpaint team includes your named Account Manager and Freshpaint's technical support staff.

Key Implementation Milestones

Introduction to the partnership, understand key milestones in Freshpaint's customer journey, and create your success plan.

These sessions are essential for ensuring a successful implementation and require active participation from your team.

Review onboarding milestones and success criteria, and align on next steps for a successful partnership. This marks the completion of you onboarding engagement with Freshpaint.

Introduction to implementation, confirmation on initial scope and requirements, and jobs to be done.

A training session for Freshpaint Admin/Owner(s) on account setup, configuration, and best practices.

Your Freshpaint onboarding includes regular status emails and a shared project tracker, providing clear visibility into progress, key milestones, and outstanding implementation tasks.

Freshpaint Standard Onboarding Scope

Level 1 Support & Services

Onboarding scope to be completed within 6 months of implementation kickoff

Onboarding Delivery
Description

Maximum Projects / Domains

1

Google Tag Manager - Tag

Migration

All supported tags included (based on contract

entitlements)

Net New Event Tags / Freshpaint

Event Creation

Up to 5 Events

Onboarding Milestones

1 x Implementation Call (60 min)

5 x Working Sessions (60 min)

1 x Technical Enablement (60 min)

1 x Launch Validation (60 min)

Destinations / Entitlements

Analytics, Direct-response Ads (Google, Meta)

Call Tracking

CallRail (if applicable)

Project Management

Optional Bi-Weekly Syncs (30 min)

Weekly Email Status Updates

Monday.com Onboarding Tracker

Level 2 Support & Services

Onboarding scope to be completed within 6 months of implementation kickoff

Onboarding Delivery
Description

Maximum Projects / Domains

Up to 2

Google Tag Manager - Tag

Migration

All supported tags included (based on contract

entitlements)

Net New Event Tags / Freshpaint

Event Creation

Up to 10 Events

Onboarding Milestones

1 x Implementation Call (60 min)

8 x Working Sessions (60 min)

2 x Technical Enablement (60 min)

1 x Launch Validation (60 min)

Destinations / Entitlements

Analytics, Direct-response Ads (Google,

Facebook, Microsoft, TikTok, LinkedIn,

Pinterest, and X)

Additional Feature Support

Embedded Video, Web Tracker Monitoring

Call Tracking

CallRail or Invoca (if applicable)

Project Management

Weekly Syncs (30 min)

Weekly Email Status Updates

Monday.com Onboarding TrackerMaximum Projects / Domains

Level 3 Support & Services

Onboarding scope to be completed within 6 months of implementation kickoff

Onboarding Delivery
Description

Maximum Projects / Domains

To be scoped with customer

Google Tag Manager - Tag

Migration

All supported tags included (based on contract

entitlements)

Net New Event Tags / Freshpaint

Event Creation

To be scoped with customer

Onboarding Milestones

1 x Implementation Call (60 min)

Ad Hoc Working Sessions (60 min)

2 x Technical Enablement (60 min)

1 x Launch Validation (60 min)

Destinations / Entitlements

Analytics, Direct-response Ads (Google,

Facebook, Microsoft, TikTok, LinkedIn,

Pinterest, and X), GCM 360 Floodlight support,

Demand-side platform support

Additional Feature Support

Embedded Video, Embedded Maps, Web

Tracker Monitoring, SSO, RBAC

Call Tracking

CallRail or Invoca (if applicable)

Project Management

Weekly Syncs (30 min)

Weekly Email Status Updates

Monday.com Onboarding Tracker

Named Customer Success Engineer

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