Your Onboarding Roadmap
Four calls over 30 days, each one building on the last.
By the end, you’ll have a fully operational creative system that produces more winners.
Identifying Your Core User
Before we do anything else, we need to know who’s the first person on your team to run this.
The Core User is the person who will actually use the system day-to-day. This is usually your creative strategist or whoever owns the briefing process right now.
Sometimes it’s the founder. Either approach works, but it needs to be one person.
This is the person who will own the implementation, attend the calls, and ensure the data integrity of the system.
Why does this matter?
Because if ownership is split, nothing moves. We’ve seen this happen a lot.
One owner means faster implementation, cleaner feedback loops, and maintains a clear single source of truth.
If you are the founder but will not be using the system daily, that’s fine.
But you need to be on Call #1 so we’re all aligned on what we’re building toward.
Your First 30 Days
You will go through a 4 call sequence designed to take you from zero to reviewing the first published creative Cycle live.
Call #1: Foundation
This is the alignment session. We are going to look at the root cause of your current bottlenecks and validate the solution we are installing.
Who must attend:
The Founder and the Core User.
We will cover:
- Positioning Verification: We will validate the Positioning data we extracted from your ad account(s).
- Cycle Logic: We will define your team structure, volume expectations, and cycle duration.
- Strategy & Concept creation: We will look at your historical data through the lens of the System and build your first concept together, end-to-end, live.
Task after the call:
You will build the next high impact Concept based on the analytics we reviewed.
We start the production workflow immediately next in 👇
Call #2: Production Kickoff
In this call: we’re bridging the gap between the “Brain” (Strategist) and the “Hands” (Production).
Who must attend:
The Core User and the Production Team are required to be present.
We will cover:
- Q&A & Support: We will address any immediate friction points from the previous task.
- The Production Workflow: We will demonstrate exactly how to move a Concept through to a finished asset without losing the original intent.
Task after the call:
Produce the assets. Your goal is to complete the Cycle (or at least most of it) before our review.
Call #3: Review & Refine
This is Quality Control. Before you spend a dollar on these ads, we review the output together to ensure the signal remained intact.
Who must attend:
The Core User and (optionally) the Production Team.
We will cover:
- Creative Review: We will audit the assets produced against the original Concept brief to ensure the intent wasn’t lost in translation.
- Process Feedback: We will identify any quality issues in your use of the system so you can fix the root cause and answer all of your questions.
Task after the call:
Publish the ads. We need actual data for the final session.
Call #4: Handoff & Ongoing
By this point, you have ads live, data coming in, and a team that knows how to use the system. Now we teach you how to read the signals.
Who must attend:
The Core User.
We will cover:
- Analytics: We will review the performance of your first cycle both at a Messaging and Format level to understand why everything performed the way it did.
- Cycle Planning: You will plan the next sprint based on this data, independently, while we verify your logic.
- Q&A & Support: We will answer any remaining questions to ensure you are confident running the system solo.
Tasks after the call:
- Use the system to develop and produce your entire creative output.
- Keep in touch with our support team regarding anything creative related.
- Subscribe to your 1-1 recurring monthly call where we talk:
- About your ongoing strategy.
- About your feedback and feature requests or system improvements in the system.
- About any questions you may have.
Where to go for help
- If you have any question: you have direct access to us via your dedicated support channel.
- If you’re unsure how a specific feature works: you can find everything in our Features
- If you are stuck on a definition (what something means): you can always refer to our Glossary / Term Definitions