Client Onboarding Process

To help us get started on our 8-phase growth framework, we will need you to complete the onboarding process below.

This article walks you through everything that’s needed on your end and how to complete it in time for your campaign launch date.

Please note that you’ll be asked to set up an Instapage account approximately 4-6 weeks after the initial live date, and detailed instructions will be sent via email when this is needed.

The onboarding process should take around 2+ hours to complete in full.

An overview of the onboarding process:

  1. Complete two short surveys
  2. Provide account access
  3. Send customer lists and sales page images
  4. The final check


Step 1: Complete two short surveys

You will have received a welcome email (Part 1/2) from [email protected] with links to complete your Onboarding Survey and Customer Research form. Please take the time to complete it in full detail.

Any additional customer research files you would like to provide can be sent with other assets in Step 4 below.

Step 2: Provide account access

We require access to your existing Shopify, Facebook Business Manager, and Google Analytics accounts. We’ll also need access to your creatives portal, the place you store your social media creatives (Google Drive folder, Dropbox, Asana, etc).

Shopify Access
  • A request has been sent through Shopify for Neomind to join your store as a Shopify Partner. Please accept the request for full Partnership access.
Google Analytics Access
  • Log in to Google Analytics, navigate to Admin and click on User Management
  • Add [email protected] as a new user with Edit, Collaborate, and Read & Analyze permissions

Facebook Partner Access for Neomind Agency

This step includes four parts:

  • (i) Creating a new product catalog
  • (ii) Creating a new ad account for Neomind to use
  • (iii) Adding a credit card payment method to the new ad account
  • (iv) Adding Neomind as a partner to your Business Manager account

(i) Creating a new product catalog

  • In Business Manager, click on the Business Tools menu and navigate to “Catalog Manager”
  • Select “+ Add Catalog”
  • Choose “Upload Product Info” as the Upload Method
  • Select your company’s Business Manager as the catalog owner
  • Name the catalog “Your Company - Neomind”
  • Click “Create” to finalize, and we will complete the remaining setup

(ii) Creating a new ad account for Neomind to use

  • Click on the Business Tools menu and navigate to “Business Settings”
  • Under “Accounts”, select “Ad Accounts” and click “Add”
  • Select the option to create a new ad account
  • Select your preferred currency and time zone settings
  • Save the changes

(iii) Adding a credit card payment method to the new ad account

  • After the new ad account has been created, click on the Business Tools menu and navigate to “Ad Account Settings”
  • Make sure the correct ad account is selected in the dropdown menu to the far right of the payment dashboard
  • Click on “Payment Settings” and then “Add Payment Method” to add a credit card with an appropriate limit to support the planned ad spend

(iv) Adding Neomind as a partner to your Business Manager account

  • Click on the Business Tools menu and navigate to “Business Settings”
  • Under “Users” click on “Partners”
  • Click “Add” under the option "Partner to share assets with”
  • Enter Neomind’s Partner Business ID: 795187757304710
  • Navigate through each asset owned by your company and provide Admin Access for each
  • Make sure the newly created catalog and ad account are available to share. You may need to refresh your dashboard to see them
  • Click “Save Changes” to confirm
Creatives Access

Add [email protected] as a collaborator with download permissions to the portal where you store your product creatives for social media.

This is how we’ll access existing and future creatives from your team, including product photoshoots and influencer creatives. We’ll also gather top-performing creatives ourselves from your social media accounts.

Step 3: Send Amazon lists and sales page images

Amazon Customer Lists

We’ll export the customer lists we need from Shopify, and you’ll receive a copy of each export from Shopify.

If you have customer purchases from Amazon, then follow this step to export customer lists with real email addresses and purchase value amount from your Amazon Seller account.

Sign up for a free trial account with Manage By Stats here: https://managebystats.com/. Navigate to the Customer Lists dashboard and sort the reporting columns to include the following:

  • Recipient Name
  • Real Email (different than “Email”)
  • Address 1
  • Address 2
  • City
  • Zip
  • State
  • Country
  • Total Value of All Orders Placed

Next, adjust the reporting timelines and export four separate CSVs for:

  • Purchasers from last 30 days 
  • Purchasers from last 60 days
  • Purchasers from last 90 days
  • Purchases from all time
Sales Page Images

In a previous step, you gave us access to your creatives portal for social media content. Next, we will need you to send specific assets for the sales page process.

  • Current logo on a transparent background (.png)
  • Full product labels of your top three products (.psd or .ai)
  • Full ingredients labels for your top three products (.png or .jpeg)
  • Finished product mockup on a transparent background (.png)
  • Any product description overlays on a transparent background (i.e., organic, non-GMO, vegan, etc)
Sending Customer Lists & Sales Page Images

Due to file size restrictions with email, you will be sending your customer exports, sales page images, and any additional customer research docs in zip files to [email protected] via WeTransfer (transfer data is permanently removed after 7 days). Visit WeTransfer here: https://wetransfer.com/

Step 4: The final check

The last step is to double-check that each onboarding step has been completed successfully:

  • Submitted the Onboarding Survey
  • Submitted the Customer Research Form
  • Accepted the Shopify Partner request from Neomind
  • Provided Facebook Partner access
  • Provided Google Analytics access
  • Provided access to creative portal
  • Sent Amazon customer purchase CSVs via WeTransfer
  • Sent sales page images via WeTransfer
  • Shipped the 3 top-selling products to Neomind with priority or expedited shipping

Once everything above is checked off, you have completed the onboarding process!