How we onboard a new client — and exactly what we need at each step.
Typical time to live: 1–3 business daysAlign on goals and confirm what to collect.
- What does success look like? (e.g. "know which campaigns book jobs")
- Locations / markets you operate in
- Average job value & what counts as a lead vs. a booked job
- Who should have access (names + emails)
We white-label the dashboard so it's your product — logo & name on the login screen, in the app, and on reports.
- Company name (exact)
- Logo — PNG/SVG, square, under 300 KB
- Target ROAS (default 2× if unsure)
- User list — admin vs. view-only
3
Connect your data
keys or CSVFor each source you use, choose Connect (live, auto-syncs) or Upload CSV. Keys are read-only & encrypted — disconnect anytime.
| Source | To connect live | Or upload |
|---|
| Stripe | Restricted read-only key | Payments CSV |
| HubSpot | Private App token | Contacts/Deals CSV |
| GA4 | Property ID + service account | GA4 export |
| Shopify | Store domain + Admin token | Orders CSV |
| Search Console | Property URL + service account | Performance CSV |
| Google / Meta Ads | coming soon | Spend CSV |
Before handoff, we confirm the numbers are right.
- Spend, leads & revenue totals look correct for the period
- Revenue attributes to campaigns (not stuck in "Unattributed")
- Data Health page is green — no major tracking gaps
- ROAS, CAC & cost-per-booked-job are realistic
5
Handoff & training
go liveYou're up and running.
- Each user gets their branded login link + credentials
- 20-min walkthrough: Overview, Attribution, Leadership Report (PDF)
- Agree a reporting cadence (e.g. monthly PDF to leadership)
- Data refreshes on "Sync now" (or automatic, once enabled)
Client checklist
Have these ready to get live fastest.
Company name + logo (PNG/SVG, <300 KB)
Target ROAS (or use 2× default)
User list (name, email, admin/viewer)
Locations / markets
Stripe — key or Payments CSV
HubSpot — token or CSV
GA4 / Shopify / Search Console
Google / Meta Ads — spend CSV
Get startedRevora — a Datavoris product · revora.datavoris.com