Paid Media Onboarding

Remove the mystique of the Paid Media onboarding process with unrivaled transparency and collaboration.

Know What You’re Getting Into With a Transparent Onboarding

Onboarding designed to demystify the agency-client relationship. We’ve created an onboarding process with unrivaled transparency. From your very first meeting, we’ll walk you through the process and introduce you directly to your account manager and team doing the work on your account. From there, we’ll answer any and all questions you may have for us along the way. 

We know how much you’re investing in your paid media strategy. The customer service you receive should match that.

From your very first week, you’ll meet with your entire account team face-to-(virtual)-face. No weird middlemen, intermediaries, or “account managers” trying to upsell you at every turn. At Digital Third Coast, your account team is there to get direct feedback and insights about your business, your challenges, your goals, and your questions. 

Our Paid Media Onboarding Process

We pride ourselves on comprehensive onboarding of all paid media clients. Throughout the onboarding process, you’ll meet your account team and establish clear expectations on deliverables and strategy. If you have any questions throughout the process, your paid media team is never more than a phone call or email away!

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Scope of Work

Setting expectations with an honest review of the scope of our engagement.

  • Assessment of the resources your account team has available for your campaign strategy
  • Estimated timeline of work
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Goal Setting

We know we’re one piece of a much larger marketing machine, we’ll discuss how to help reach your goals.

  • Analysis of your ad account(s)
  • Identifying challenges and strategic routes to overcome them
  • Goal setting
  • Competitive landscape
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Every business is unique, we’ll become intimately familiar with the audience most important to you.

  • In-depth keyword research & the right match types to make search targeting work for you
  • Custom intent & infinite taxonomies
  • Lookalike
  • Custom match
  • Target geographies
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Our results reported in real time, at your fingertips.

  • Monthly reporting call via screen share
  • Customizable dashboard
  • Custom set up for GA4 – for visibility of how paid media tactics work with other web traffic to create new leads and sales for your business

Our Paid Media Onboarding Timeline

Your strategy is unique, but your expectations for campaign management should always be consistent. Our timeline for onboarding and campaign launch starts the second you sign your contract with DTC.

paid media onboarding timeline

Next Steps in your Paid Media Strategy

Once a new client is fully onboarded with their paid media account team, the fun begins! We’ll dive right into keyword research, campaign launch, ad copy testing, and ongoing optimization. 


Account access

Once we have access to your existing accounts, we’ll do a comprehensive assessment of your account status and develop our roadmap and strategy from there!



In addition to regular reporting calls with your account team, every paid media client has access to a live reporting dashboard. These dashboards are customizable to meet your goals and expectations for our engagement


Keyword & audience research

Your industry is competitive. After our kickoff, we’ll begin extensive research to identify the best keywords to bid on, and the ones to avoid to eliminate wasteful ad spend. At the same time, your account team will also dive into audience research to make sure we’re serving the right ads to the most qualified potential customers online.


Ad copy development

Once audience and keyword research is well underway, we’ll turn our attention to messaging. Successful ad copy is nimble, adaptive, and persuasive. At Digital Third Coast, we optimize every paid media campaign with ongoing A/B testing, serving the highest performing ad copy designed to drive business to your website.


Creative assets

Do your ads require creative assets? If so, we’ll guide you on best practices for format, sizes, and calls to action.

Why Clients Love Working With Us

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“You can’t go wrong with them.”

“They take the time to understand businesses, their operations, and their customers. If you’re considering digital marketing, we recommend them because our relationship with them is satisfying. They have the patience and expertise to not only do the job but also keep us in the loop.”

Scott Nathanson, Executive Vice President, IPX1031


Lyndsey Maddox

Chief Executive Officer

Email Lyndsey. Find out how we can help.

Work with DTC

  • Or call us at (773) 904-2700

    Lyndsey will get in touch with you as soon as possible.