🚀 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 mix’s performance and use our best-in-class tools to make decisions on marketing spend that drive the best outcomes for your business.

✅ 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. We’ll set up a regular cadence of meetings to ensure we support you every step of the way
Configure your model: we’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: we’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

📆 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 we’ve kicked off and received your initial data.

⌛ Onboarding Phases

For more information on roles, see Establishing our team.

Phase	Duration	Details	Participants
Kickoff	One week	Your 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 Collection	Varies	The 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 Configuration	Approximately three weeks	The 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 Insights	One week	Your 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
Training	Several weeks	During your model configuration, your Recast CSM will train you in the platform on demo data. Once your model is configured, we’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 Support	Entire Recast engagement	After 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

ℹ️ Example Onboarding Timeline

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