Wealth Ideas Agency Client Onboarding Process

Onboarding + Setup Fee

$500 One-Time Fee
Wealth Ideas Clients Onboarding Process

What Is Our Onboarding Process?

At Wealth Ideas Agency we do marketing. Just differently.

We’re focused on delivering growth, helping you boost your business through data, creativity, and killer results.

We’ve worked with over 5,000 clients, and have over 1,137 4.9/5⭐ reviews in more than 50+ different industries.

Throughout all of this experience, we’ve gathered key insights about what our clients need before we can start working with their accounts.

So, in order to provide the best possible experience for each client, we created our onboarding process!

This process consists of a thorough analysis and setup where we audit, configure and optimize over 50 elements of your marketing stack. 

It is a one-time process that helps us ensure that everything – both on your side and ours – is set to run perfectly, that no money is wasted, and that we get better marketing insights, transparent reporting, and the best possible results.


Everything is Included!

*Requires additional monthly fees

** Some elements (chat, forms) are required to be compatible with Google Analytics.

What Is Set Up During Onboarding?

Basically, everything we need to get started on your Google Ads, SEO, Facebook Ads, Ecomerce Marketing, or any other subscription you purchased.

Here’s a quick breakdown:

Website Audit

We run a website audit to review that your site is in the best shape possible to run your campaigns.

This includes:

  • Review if your website speed is fast enough
  • Check your store’s mobile-friendliness
  • Review if your site has clear trust signals (reviews, testimonials, case studies)
  • Evaluate if your website’s navigation is easy & clear
  • And more!

Google Analytics

In order to track and report on your website traffic, user behaviour, and engagement, we install and configure Google Analytics for your site.

This includes:

  • Review Google Analytics Tracking tag
  • Set up Goals for all matching conversion points
  • Configure eCommerce Transactions
  • Create audiences (improve traffic & remarket efforts)
  • Set up multi-device tracking & multi-campaign attribution 
  • And more!

Ecommerce Store Audit & Setup

If you purchased our eCommerce package or any of our ad subscriptions, then we will review and set up the following touchpoints:

  • Configure your Shopify Google Channel
  • Connect your Google Merchant Center
  • Set up your Shopify Facebook Channel
  • Configure your Facebook Catalog
  • And more!

Google Ads

For our Google Ads clients, we set up everything to ensure transparent reporting & better marketing insights.

This includes:

  • Set up your Google Ads Pixel
  • Import goals to match & eCommerce transactions
  • Configure all macro & micro conversions
  • Setup attribution window & attribution model
  • Connect Google Merchant Center account
  • Create custom audiences
  • Set up dynamic remarketing
  • Review if traffic, goals & eCommerce conversions are recording
  • And more!

Facebook Ads

To make the most of your Facebook Ads, we review that everything is set up correctly, the necessary conversions are being recorded, and your campaigns can start.

This includes:

  • Set up your Facebook Pixel
  • Configure goals to match all the conversion points on the site
  • Configure eCommerce transactions
  • Verify Account Connection (Facebook personal account, Facebook Business Manager, Facebook page)
  • Connect Facebook Ad & Commerce  Account
  • Create custom audiences
  • Set up dynamic remarketing
  • Review if traffic, goals & eCommerce conversions are recording

Social Media

To make the most out of your social media content, we will review several touchpoints to ensure we’re set to publish.

This includes:

  • Link your Facebook Account to Buffer
  • Link your Instagram Account to Buffer
  • Link your Twitter Account to Buffer
  • Collect your assets & branding elements
  • And more!

We will also review that you shared all the necessary permissions with us so we can get started on your campaigns.


Our Happy Clients!

“Helped me get my business up and running with some great marketing tools. Definitely will be keeping this great company in mind for future boost.”
Deborah Sims

What Next?

If you haven’t done so already, be sure to check out all of our amazing services and choose the one that suits your needs the best!

Frequently Asked Questions

Some Frequently Asked Questions We Get

The onboarding process is necessary for both your business and ours.

Tracking is extremely important for any data-driven business that’s focused on growth.

If you can’t track correctly, then you can’t find any growth opportunities or concerns that need to be addressed.

Also, it helps us ensure that everything is in order regarding your website, the permissions, reporting, insights, and more.

It is a one-time process where we set everything up in order to get started!

For our monthly subscriptions, no.

This process is a one-time fee only.

However, if you purchase our quarterly or bi-annual subscriptions or two or more monthly services, the onboarding fee has no cost!

No. Our onboarding is a one-time process.

It is necessary only to set up the necessary permissions and configurations to get the most accurate information for long-term marketing success. 

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