The Onboarding Process

Diana Ramirez Updated by Diana Ramirez

The Onboarding Process

Within your Sales process you can choose to stay at your free package or depending on your set up upgrade to the TEAM or BUSINESS package. To help you decide on which package to choose here some details about what they include in terms of Customer Success Services:




  • Onboarding Helpdesk Material
  • Youtube Learning Platform
  • Support chat

  • Personal Customer Success manager (CSM)
  • Quarterly check ups with your CSM
  • Onboarding Helpdesk Material
  • Youtube Learning Platform
  • Support chat

  • Personal Customer Success Manager (CSM)
  • Regular check up and personalised trainings with your CSM
  • Onboarding Helpdesk Material
  • Youtube Learning Platform
  • Support chat


The downside of the Free package is that you wont have a dedicated CSM assigned and personal trainings. No customisation of stage and attribution models

Just recommended to try out the product but not proper reporting!


Intense personal trainings. The CSM will guide you through the set up to make sure the data runs correctly but no further trainings for new users. Self service expected. Concerning the stage models moderate adjustments no heavy engineering.

Recommended for small companies that would love to dive into the world of attribution and use this for their reporting.


Nothing! You will get a dedicated CSM, as many trainings as needed and in case you would like to customise the stages or attribution models we will include our expert to assist you.

RECOMMENDATION: Let a front end engineer set up tracking of the website and forms. This will help accelerate the process.

RECOMMENDATION: Include for the Kick of meeting a front end engineer. This will help accelerate the process.

RECOMMENDATION: Include for the Kick of meeting a front end engineer. This will help accelerate the process.

-> For more information please visit our pricing page.

If you are in the Team or Business customer tier, this is how the onboarding process at Dreamdata looks like:

After having a high level introduction by Sales you will be introduced to your assigned Customer Success Manager who will accompany you on your journey to success!

The Onboarding process consists of two main parts: Technical- and Practical Onboarding

The Technical Onboarding

Within the technical onboarding part we will help you with setting up the sources, define your stage models and customise your attribution models. Depending on your set up this process can take 4 to 6 weeks until we have adjusted everything to your convenience.

To help us speed up the process we will need specific information from you. The following questions will help us prepare for the weeks to come, and to get you up and running as fast as possible.

What are your goals?

1. KPIs

What are you measuring yourself on internally throughout the different departments that would be working with the Dreamdata platform? e.g. Number of MQLs generated.

The answers to these questions would give us a foundation for what areas of the platform to provide you training in along with better suggestions on how to report through the platform.

2. Sales funnel

We need to know the stages in your sales funnel since these will need to be mapped in our backend to make sure that we are showing all of your leads, deals created and deals won etc. from your CRM. Please have in mind that these descriptions need to be as precise as possible meaning that if you have custom fields holding the creation date of let’s say a MQL or the value of your deal won, we will need to know the name of the field, eg. became_mql_date.

3. Leads value

Leads are a contact, and contact doesn’t have to be associated with a company. If this is the case we will not be able to fetch the CRM value. So you will have to provide with a fixed value that we can assign to leads. The default value in the Dreamdata platform is a 100 of your desired currency.

4. Reporting

How are you currently reporting?

It would be beneficial for us to know what you are currently reporting on through out the different departments that will use the Dreamdata platform actively. What is that management or your executives expect your to report on monthly, quarterly etc?

Desired reporting

This might be a bit harder to answer since you do not know the full capabilities that you will get through the Dreamdata platform. But think about it this way; what are the pains that you would like to relief in your daily work processes and try to see if you can convert those into reporting.

3. Activities → What to track

  • UTM’s
  • Channels
  • Calls
  • Emails

4. Segmentation

What are the sizes of your deals and by what revenue would you like to group them? e.g. <1000, >1000, 12,000

How do you want group days to value? e.g. <90, >180, 90-180

5. Content

We would like you to map out the content categories on your website that you would like to report on. An example could be: Blog, white papers, resources etc.

When we get into a proper training we will show you how you can do it yourself from the Dreamdata platform.

7. Expectations and timeframes

This is your chance to tell us what pace you want to go with. If you have some big reports coming up, quarterly or yearly etc., let us know so that we can try to adjust the schedule accordingly.

The Practical Onboarding

The practical onboarding is what customers consider the fun part! We will start training you and you colleagues on the various dashboards and according to your needs.

We can provide you with either group or 1:1 trainings and therefore it is important that you introduce us to the teams and inform us about their roles and expectations.

-> What we need to know:

The names and roles of the team members that will be working with the Dreamdata platform. Try to list them after department or areas of expertise. This will make it easier for us to structure and plan your training schedule.

-> These are the topics we provide training in: (Each training session lasts between 30 to 45 min -> you can choose the length of the training)



1. Overall Introduction to the full System and how to set up the Data Platform

  • General overview of the platform
  • Sources
  • Destinations
  • Further Settings
  • Journeys

2.  High level introduction to Revenue Analytics

  • Revenue reporting
  • Revenue Segmentation
  • Revenue Attribution
  • Attribution Models
  • Content Analytics

3. High level introduction to Performance

  • Paid
  • Organic
  • Content
  • Conversions
  • Web traffic
  • Acquisition

Product usage and optimisation

In this part we will provide you ongoing assistance and help you improve your usage of the platform.

How did we do?

How to track forms adding the auto-identify script via Google Tag Manager.

Onboarding process for free customers [VIDEO]