# Onboarding

## Overview

The onboarding process establishes everything needed to deliver a Managed Delivery campaign. It covers setup, access, integrations, and alignment on timelines, cadence, and deliverables. Amondo’s account manager or client success lead coordinates this process, making sure all systems and materials are ready before content moderation begins.

## Objectives

The goal of onboarding is to:

* Confirm campaign scope, objectives, and reporting requirements
* Collect all brand and creative assets
* Establish access and integrations across channels
* Agree on delivery cadence and communication preferences

Once onboarding is complete, the project moves into the briefing and moderation stages.

## Roles and contacts

Amondo’s account manager or client success lead oversees onboarding. On the client side, the following contacts are typically involved:

* **Social media manager:** connects the relevant social accounts (e.g. Instagram)
* **Web or app team:** handles Amondo embed or SDK integration
* **Media or display team:** supports screen-based or live activations

## Timeline

Onboarding usually takes **1–2 weeks** from initial kick-off to completion, depending on the number of channels and integrations required. This stage concludes when integrations are verified and live content can be displayed or tested.

## Information and assets

Before onboarding begins, Amondo shares the **Project Master**, a central tracker for project details and deliverables. During the onboarding call, information is gathered via a structured form and shared spreadsheet.

Clients should provide:

* Brand guidelines
* Logos and creative assets
* Campaign objectives and target platforms
* Content Brief (or draft, if still in progress)
* Scheduling or frequency of updates

## Communication and collaboration

A shared communication channel is created for each project, typically on Slack, WhatsApp, or email based on client preference. Shared files and references are stored in **Google Drive**, ensuring both teams can access the latest information.

## Integrations and testing

Technical integration (web, app, or screen displays) is completed during onboarding with support from the client’s technical teams. Amondo provides **preview links, test sandboxes, and demo environments** to confirm integration and design.

Onboarding is considered complete once all integrations are verified and the project is ready for active moderation and delivery.

## Next steps

After onboarding, the project moves into the [**Briefing**](/managed-delivery/briefing.md) phase, where the Content Brief is finalised and the moderation schedule begins.

## Related topics

* [Briefing](/managed-delivery/briefing.md)
* [Moderation & Approvals](/managed-delivery/moderation-and-approvals.md)
* [Reporting](/managed-delivery/reporting.md)


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