Getting Started

The Zitcha Onboarding Journey

1. Discovery & Scoping

We start by learning your business.

• Deep-dive sessions to understand your business model, customer journeys, and media mix (onsite, offsite, in-store).
• Mapping requirements across data, creative, governance, and reporting.
• Identifying quick wins as well as long-term growth opportunities.

2. Scope of Work & Agreement

Next, we agree on the framework.

• Define a tailored onboarding package aligned to your objectives.
• Confirm timelines, responsibilities, and commercial terms.
• Formal sign-off ensures clarity and commitment from all stakeholders.

3. Implementation Planning

Together we set the roadmap.

• Develop a phased implementation plan (technical and commercial).
• Align milestones with your marketing calendar.
• Establish KPIs and success measures early.

4. Kick-Off & Enablement

We get everyone aligned.

• Host a kickoff session with your project and marketing teams.
• Provide Zitcha platform walk-throughs, playbooks, and campaign best practices. All which you can find here in our Knowledge Hub.
• Ensure alignment between your marketing, product, and operations teams.

5. Implementation & Testing

Time to configure and validate.

• Configure onsite, offsite, and in-store media types and workflows.
• Set up data connections, catalogues, and creative approvals.
• Conduct User Acceptance Testing (UAT) and Pilot Validation Testing (PVT).
• Address any gaps early to ensure a smooth go-live.

6. Hypercare & Stabilisation

We stay close during your first campaigns.

• Dedicated support during initial cycles.
• Monitor spend pacing, performance, and workflows.
• Rapid feedback loops to fine-tune execution.

7. Go-to-Market Readiness

Before launch, we validate and enable.

• Confirm campaign set-up, brand guidelines, and supplier readiness.
• Provide launch comms and training for internal and external stakeholders.
• Supply ready-to-market campaign templates for your sales teams.

8. Success & Growth

Onboarding is just the start.

• Product Roadmap Sessions: Regular updates on new features and releases.
• Dedicated Success Lead: Your single point of contact for strategy and adoption.
• Ongoing Support: Access to Zitcha’s global support team for troubleshooting and optimisation.
• Best Practices: Guidance on campaign structures, reporting, and governance.
• Strategic Growth Reviews: 30/60/90-day check-ins followed by a tailored roadmap to unlock new formats, audiences, and revenue streams.