What happens during marketing onboarding, and what does my team need to provide?
Onboarding moves from a review of your existing systems to an agreed work plan, then configuration, handoff testing and launch. Strata Modus needs your service priorities and operating constraints as well as account access, so the first release supports the work your team can actually handle.
Bring the operating picture as well as the brand files
Service priorities, actual coverage, lead times and crew constraints shape the acquisition plan. Your team should explain which jobs you want more of, which requests you routinely decline and where estimating or follow-up gets stuck.
We also need access to the agreed domains, website, profiles and CRM, plus accurate service details and approved work examples. The inventory should distinguish client-owned assets from Strata infrastructure and identify missing access before production depends on it.
Use a sequence with reviewable checkpoints
| Stage | What you should be able to review |
|---|---|
| Access and inventory | A system and asset inventory, access gaps and the current inquiry path |
| Priorities and responsibilities | The first delivery scope, target services, intake limits and the people approving claims, budgets and messages |
| Configuration and build | The scoped pages, campaigns or intake flow ready for review, with unresolved dependencies visible |
| Handoff testing | A complete test inquiry reaching the right record and responder, plus checks for missed calls, failed submissions and human escalation |
| Launch and review | Approved changes released, live inquiry routes checked and the first operating review scheduled |
Include the exceptions before launch
If partner referrals are part of the plan, confirm suitable independent providers and how customer permission will be obtained. Test who receives the introduction, who quotes and performs the work, and how follow-up checks that contact occurred.
A successful onboarding handoff leaves your staff able to respond to a real inquiry and recognize a failed route. Outstanding access, content or workflow decisions should remain explicit so the next review can resolve them.