๐Ÿš€ Onboarding with Recast

Welcome to Recast! We are excited to partner with you on building your MMM. By the time we complete onboarding, your team will be able to reference your Recast data to understand your marketing mixโ€™s performance and use our best-in-class tools to make decisions on marketing spend that drive the best outcomes for your business.

โœ… Onboarding Objectives

During the onboarding process, our main objectives will be to:

  • Establish our team: made up of your Recast users and our MMM experts. Weโ€™ll set up a regular cadence of meetings to ensure we support you every step of the way
  • Configure your model: weโ€™ll analyze your data, configure the model, share your initial insights, and work with you and your team to build confidence in its performance
  • Train your team: weโ€™ll hold several trainings on the Recast platform so that you and your team can comfortably leverage all of the available insights to drive maximum value

๐Ÿ“† Onboarding Timeline

Onboarding is made up of several key phases. The timing of each is included below. However, each customer and model is different and your timeline may vary depending on data quality and model complexity. Your CSM will provide a timeline for your model(s) once weโ€™ve kicked off and received your initial data.

โŒ› Onboarding Phases

For more information on roles, see Establishing our team.

PhaseDurationDetailsParticipants
KickoffOne weekYour Recast CSM will set up a kickoff call with you and your team. During kickoff, we'll discuss:

- Your goals and metrics of success
- The Recast data collection process
- Data clarifications, if we've received your data
- Model configuration process
- Testing and validation process
- Overall timeline and next steps
- Model and marketing point-of-contact
- Data point-of-contact
- Recast CSM
- Recast CDS
Data CollectionVariesThe timeline for data collection is driven by the customer team. Some customers are able to start this process prior to kickoff, while others complete this step after kickoff. See our Data Guide for information on data required and best practices for formatting your data.- Model and marketing POC
- Data point-of-contact
- Recast CSM
- Recast CDS
Model ConfigurationApproximately three weeksThe Recast data scientists will configure your model with your data and inputs- Model and marketing POC
- Data point-of-contact
- Recast CSM
- Recast CDS
Initial InsightsOne weekYour Recast team will deliver your initial insights in the Recast platform and make any additional configuration changes necessary based on your feedback- Model and marketing POC
- Recast CSM
- Recast CDS
TrainingSeveral weeksDuring your model configuration, your Recast CSM will train you in the platform on demo data.

Once your model is configured, weโ€™ll do additional training on your own data. Additional trainings can always be scheduled, as needed
- Model and marketing POC
- All customer Recast users
- Recast CS
Ongoing SupportEntire Recast engagementAfter onboarding, your Recast team will still be meeting and supporting you as you continue to drive business value with the Recast app.- Model and marketing POC
- Recast CSM
- Recast CDS

โ„น๏ธ Example Onboarding Timeline

Note: your timeline may vary based on things like data readiness, team availability, etc.

Sample Onboarding Timeline

Sample Onboarding Timeline