6-Step Client Onboarding Process
Your personalized experience working with Sales and Client Success.
![](http://dstillery.dev.limusdesign.com/wp-content/uploads/2023/08/Icons_DstilleryV1_ms_CustomAI.png)
Let's Get Started…
Big Picture Outlook
At this point, your Sales Representative has provided an overview of the full suite of Dstillery products & services that are the right fit for your campaign.
![](http://dstillery.dev.limusdesign.com/wp-content/uploads/2023/08/Icons_DstilleryV1_ms_ProductPreBuilt.png)
Sales to Client Success Handoff
Your Sales Representative and Client Success Team will meet to align on all of your key account information.
![](http://dstillery.dev.limusdesign.com/wp-content/uploads/2024/02/372cc0f4-b6aa-4bf3-9f2b-3ec2d2b4cae6-1.png)
Confirm Campaign Requirements
Your Client Success Team will gather all campaign requirements in order to successfully build the correct audience/model for activation.
![](http://dstillery.dev.limusdesign.com/wp-content/uploads/2024/02/8f597595-388f-4b60-8eae-d9b758d7f8bd.png)
Audience/Model Creation
Together with Product and Sales, your Client Success Team will build and syndicate the audience/model to your seat.
![](http://dstillery.dev.limusdesign.com/wp-content/uploads/2024/02/afb957c6-f9fe-43f3-bd88-b53952367e15.png)
Campaign Set-Up
To ensure the correct implementation of Dstillery products in the platform of your choice, our team will take time to review with you our best practices for campaign set-up.
![](http://dstillery.dev.limusdesign.com/wp-content/uploads/2024/02/5ace7604-ed07-49ad-b79a-911ce00fc1d3.png)
Performance Review & Recommendations
About two weeks after your campaign goes live, you’ll meet with your Client Success Team to review initial campaign performance.
We’ll evaluate:
- Campaign Performance & Trends
- Partner Comparison
- Additional recommendations to expand and improve performance
![](http://dstillery.dev.limusdesign.com/wp-content/uploads/2023/08/Icons_DstilleryV1_ms_Arrows.png)
Three Ways To Maximize Your Return on Dstillery:
![](http://dstillery.dev.limusdesign.com/wp-content/uploads/2024/02/Check.png)
Allocate sufficient budget to achieve valid results. Ask us.
![](http://dstillery.dev.limusdesign.com/wp-content/uploads/2024/02/Check.png)
Always run more than one targeting tactic (e.g. reach and response, custom and prebuilt)
![](http://dstillery.dev.limusdesign.com/wp-content/uploads/2024/02/Check.png)
Share performance reporting to leverage our programmatic optimization experts (no charge)
Onboarding is meant to be simple.
We’ll check off all 6 steps and can re-visit certain steps along your journey depending on your needs.
Together, we’ll achieve great results.
Have questions? Reach out to your Sales/Client Success Team or email contact@dstillery.com for more information.