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Client onboarding

Getting started with Diligently

What we need from you at the start of a project: access to your accounts, a shared project workspace and invoicing details. Each topic has its own step-by-step guide.

Contents

Before the project starts

Complete these items before the kick-off. Your Key Account Manager or Project Leader confirms which ones apply to your project.

  1. Read how we work

    Reporting, updates and how we raise issues.

  2. Accept the ClickUp invitation

    Only if your project runs in ClickUp. The invitation arrives by email.

  3. Grant access to your accounts

    Only the platforms your project needs. Each has its own guide.

  4. Send invoicing details

    Legal name, address, VAT ID and the email address for invoices.

Account ownership

Ad accounts belong to you. You own the account and grant us access to work in it. For analytics and tag management we often create the accounts ourselves and then hand them over to you with full administrator access.

You can remove our access at any time. All history, data and settings stay with you.

Support

Contact your Key Account Manager or Project Leader if a step is unclear. A short screen-sharing call is often the quickest way to complete it.