# Onboarding Readiness Guide

### 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 :white\_check\_mark:

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.

* [ ] Identify and mobilize your Freshpaint onboarding and implementation stakeholders. This should include: Freshpaint admin(s), onboarding project manager, marketing and performance stakeholders including agency partners, and legal / privacy / compliance.
* [ ] Gather necessary information for implementation setup and access requirements.
* [ ] Review the Freshpaint implementation scope details for your services tier.
* [ ] Ensure your legal/compliance team has reviewed Freshpaint's required and recommended Allowlist properties prior to kickoff.
* [ ] Review Freshpaint's [product documentation](https://documentation.freshpaint.io/) to familiarize yourself with our implementation quick start guides and best practices.
* [ ] Review [Freshpaint's Privacy Hub](https://www.freshpaint.io/healthcare-privacy-hub) for articles, videos, and thought leadership about healthcare privacy.

### 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

<table><thead><tr><th width="200.33333333333331" align="center">Key Stakeholder </th><th width="203.87109375" align="center">Description</th><th width="144.18359375" align="center">Level of Effort</th><th align="center">Stage/MileStone</th></tr></thead><tbody><tr><td align="center">Executive Sponsor</td><td align="center"><p>Champions Freshpaint strategically, aligning</p><p>it with business goals, securing resources,</p><p>and removing blockers to drive its adoption</p><p>and success.</p></td><td align="center"><p>1 to 2</p><p>hours</p></td><td align="center"><p>Kickoff(s)</p><p>Launch Validation</p></td></tr><tr><td align="center">Freshpaint<br>Admin/Owner</td><td align="center"><p>Authorized to manage Freshpaint projects,</p><p>environments, role-based access, and</p><p>configuration updates.</p></td><td align="center"><p>4 to 6</p><p>hour</p></td><td align="center">All</td></tr><tr><td align="center">Project Manager</td><td align="center"><p>Oversees implementation planning,</p><p>execution, and delivery, coordinating teams</p><p>and timelines to achieve project goals</p><p>efficiently.</p></td><td align="center"><p>10 to 20</p><p>hours</p></td><td align="center">All</td></tr><tr><td align="center"><p>Performance</p><p>Stakeholders</p><p>(Internal or Agency</p><p>Partner)</p></td><td align="center"><p>SME(s) of advertising and analytics</p><p>platforms. Familiarity with key performance</p><p>indicators (KPIs), ensuring alignment with the</p><p>context and expected outcomes of the data</p><p>captured by Freshpaint.</p></td><td align="center"><p>6 to 10</p><p>hours</p></td><td align="center"><p>Implementation</p><p></p><p>Pre-launch</p><p>Validation</p><p></p><p>Launch Validation</p></td></tr><tr><td align="center">Legal/Compliance</td><td align="center"><p>Ensures processes, data handling, and</p><p>systems comply with HIPAA, safeguarding</p><p>privacy and security, advising on risk,</p><p>overseeing audits, and upholding legal</p><p>standards.</p></td><td align="center"><p>1 to 2</p><p>hours</p></td><td align="center"><p>Implementation</p><p></p><p>Pre-launch</p><p>Validation</p></td></tr></tbody></table>

### 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/>.

<table><thead><tr><th width="151.70442708333331" align="center">Platform</th><th width="338.29296875">Configuration Requirements</th><th align="center">Requested Access for Freshpaint</th></tr></thead><tbody><tr><td align="center"><strong>Google Tag Manager*</strong></td><td><ul><li>Access to relevant container(s)</li><li>Audit tags - pause/remove tags no longer in use</li></ul><p></p><p>*only required if maintaining use of</p><p>GTM with Freshpaint</p></td><td align="center">Edit</td></tr><tr><td align="center"><strong>Google Analytics</strong></td><td><ul><li>Your Google Analytics Measurement ID</li><li>A test property in GA4 to validate data in parallel with your native setup (<a href="https://scribehow.com/viewer/Create_a_Freshpaint_Test_Property_in_Google_Analytics__PyzvKZoLTB6Rgt6au6nJzQ">instructions</a>)</li></ul></td><td align="center">Read/View</td></tr><tr><td align="center"><strong>Google Ads</strong></td><td><ul><li>Your Google Ads Conversion ID</li><li>Conversion Actions configured in your Google Ads account</li></ul></td><td align="center">Read/View</td></tr><tr><td align="center"><strong>Meta Ads</strong></td><td><ul><li><p>Your Facebook Pixel ID and</p><p>Access Token</p></li></ul></td><td align="center">Read/View</td></tr><tr><td align="center"><strong>Microsoft (Bing) Ads</strong></td><td><ul><li>Your Microsoft Ads UET Tag ID</li></ul></td><td align="center">Read/View</td></tr></tbody></table>

### Required & Recommended Allowlist Properties

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&#x20;

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

#### Recommended Properties&#x20;

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](https://6516988.fs1.hubspotusercontent-na1.net/hubfs/6516988/Freshpaint%20Required%20and%20Recommended%20Data%20Properties.pdf)

### 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

{% columns %}
{% column width="50%" %}

* [x] **Partnership Kickoff**&#x20;

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

* [x] **Working Sessions**&#x20;

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

* [x] **Launch Validation**&#x20;

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.
{% endcolumn %}

{% column width="50%" %}

* [x] **Implementation Call**&#x20;

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

* [x] **Technical Enablement**&#x20;

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

* [x] **Project Management**&#x20;

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

### Freshpaint Standard Onboarding Scope

#### Level 1 Support & Services

*Onboarding scope to be completed within 6 months of implementation kickoff*

<table><thead><tr><th width="360.4739583333333" align="center">Onboarding Delivery</th><th width="338.29296875" align="center">Description</th></tr></thead><tbody><tr><td align="center"><strong>Maximum Projects / Domains</strong></td><td align="center">1</td></tr><tr><td align="center"><p><strong>Google Tag Manager - Tag</strong></p><p><strong>Migration</strong></p></td><td align="center"><p>All supported tags included (based on contract</p><p>entitlements)</p></td></tr><tr><td align="center"><p><strong>Net New Event Tags / Freshpaint</strong></p><p><strong>Event Creation</strong></p></td><td align="center">Up to 5 Events</td></tr><tr><td align="center"><strong>Onboarding Milestones</strong></td><td align="center"><p>1 x Implementation Call (60 min)</p><p>5 x Working Sessions (60 min)</p><p>1 x Technical Enablement (60 min)</p><p>1 x Launch Validation (60 min)</p></td></tr><tr><td align="center"><strong>Destinations / Entitlements</strong></td><td align="center">Analytics, Direct-response Ads (Google, Meta)</td></tr><tr><td align="center"><strong>Call Tracking</strong></td><td align="center">CallRail <em>(if applicable)</em></td></tr><tr><td align="center"><strong>Project Management</strong></td><td align="center"><p>Optional Bi-Weekly Syncs (30 min)</p><p>Weekly Email Status Updates</p><p>Monday.com Onboarding Tracker</p></td></tr></tbody></table>

#### Level 2 Support & Services

*Onboarding scope to be completed within 6 months of implementation kickoff*

<table><thead><tr><th width="360.4739583333333" align="center">Onboarding Delivery</th><th width="338.29296875" align="center">Description</th></tr></thead><tbody><tr><td align="center"><strong>Maximum Projects / Domains</strong></td><td align="center">Up to 2</td></tr><tr><td align="center"><p><strong>Google Tag Manager - Tag</strong></p><p><strong>Migration</strong></p></td><td align="center"><p>All supported tags included (based on contract</p><p>entitlements)</p></td></tr><tr><td align="center"><p><strong>Net New Event Tags / Freshpaint</strong></p><p><strong>Event Creation</strong></p></td><td align="center">Up to 10 Events</td></tr><tr><td align="center"><strong>Onboarding Milestones</strong></td><td align="center"><p>1 x Implementation Call (60 min)</p><p>8 x Working Sessions (60 min)</p><p>2 x Technical Enablement (60 min)</p><p>1 x Launch Validation (60 min)</p></td></tr><tr><td align="center"><strong>Destinations / Entitlements</strong></td><td align="center"><p>Analytics, Direct-response Ads (Google,</p><p>Facebook, Microsoft, TikTok, LinkedIn,</p><p>Pinterest, and X)</p></td></tr><tr><td align="center"><strong>Additional Feature Support</strong></td><td align="center">Embedded Video, Web Tracker Monitoring</td></tr><tr><td align="center"><strong>Call Tracking</strong></td><td align="center">CallRail or Invoca <em>(if applicable)</em></td></tr><tr><td align="center"><strong>Project Management</strong></td><td align="center"><p>Weekly Syncs (30 min)</p><p>Weekly Email Status Updates</p><p>Monday.com Onboarding TrackerMaximum Projects / Domains</p></td></tr></tbody></table>

#### Level 3 Support & Services

*Onboarding scope to be completed within 6 months of implementation kickoff*

<table><thead><tr><th width="360.4739583333333" align="center">Onboarding Delivery</th><th width="338.29296875" align="center">Description</th></tr></thead><tbody><tr><td align="center"><strong>Maximum Projects / Domains</strong></td><td align="center"><em>To be scoped with customer</em></td></tr><tr><td align="center"><p><strong>Google Tag Manager - Tag</strong></p><p><strong>Migration</strong></p></td><td align="center"><p>All supported tags included (based on contract</p><p>entitlements)</p></td></tr><tr><td align="center"><p><strong>Net New Event Tags / Freshpaint</strong></p><p><strong>Event Creation</strong></p></td><td align="center"><em>To be scoped with customer</em></td></tr><tr><td align="center"><strong>Onboarding Milestones</strong></td><td align="center"><p>1 x Implementation Call (60 min)</p><p>Ad Hoc Working Sessions (60 min)</p><p>2 x Technical Enablement (60 min)</p><p>1 x Launch Validation (60 min)</p></td></tr><tr><td align="center"><strong>Destinations / Entitlements</strong></td><td align="center"><p>Analytics, Direct-response Ads (Google,</p><p>Facebook, Microsoft, TikTok, LinkedIn,</p><p>Pinterest, and X), GCM 360 Floodlight support,</p><p>Demand-side platform support</p></td></tr><tr><td align="center"><strong>Additional Feature Support</strong></td><td align="center"><p>Embedded Video, Embedded Maps, Web</p><p>Tracker Monitoring, SSO, RBAC</p></td></tr><tr><td align="center"><strong>Call Tracking</strong></td><td align="center">CallRail or Invoca <em>(if applicable)</em></td></tr><tr><td align="center"><strong>Project Management</strong></td><td align="center"><p>Weekly Syncs (30 min)</p><p>Weekly Email Status Updates</p><p>Monday.com Onboarding Tracker</p><p>Named Customer Success Engineer</p></td></tr></tbody></table>


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