First of all, Welcome!
This onboarding portal walks you through everything our team needs to get started — fast.
Over the next few minutes you'll connect your key accounts, share access to your creative assets, and get a full picture of what working with BOOMN looks like. We're ready to hit the ground running the moment you're set up.
Initial Access
Requirements
Grant the access below so our team can conduct your initial technical audit and build your growth strategy without delay.
Klaviyo Admin Access
Please add nick@boomn.com as an Admin user in your Klaviyo account. This gives our email team the access needed to audit your flows, segments, and campaign structure before we begin optimizations.
In Klaviyo, go to Account → Settings → Users & Access
Click Invite User and enter nick@boomn.com
Set the role to Admin and send the invitation
Leadsie Access
Authorize secure access to your advertising accounts via Leadsie. This gives our performance team the ability to monitor live data, manage bids, and optimize creative — with no password sharing required.
Click the Connect via Leadsie button below
Select the ad accounts you'd like to grant us access to
Confirm — access is granted instantly. You can revoke it at any time.
Need help?
Reach us via Slack or email
Strategic Asset &
Tool Integration
Connect your accounts and share your assets so our team can hit the ground running from day one.
Brand Assets
- folder Brand guide / brand kit (logos, colors, fonts)
- folder Audience persona data
- folder Copy guidelines / tone of voice doc
- folder Competitor analysis or known competitors
- folder Any other relevant docs
Drop everything into a shared folder and send us the link via Slack or email.
Don't have these yet? No worries — we'll sort it out together during kickoff.
Asset Management
Google Drive & Shade
We manage creative assets in Google Drive and Shade. If your files already live in either one, share a link to the folder with your creatives and we'll hit the ground running.
Storing your files somewhere else? No problem — we'll make sure to reach out and get these from you during kickoff.
Performance Tracking
OptionalLifetimely Setup
Optional, but recommended. Connecting Lifetimely gives our team real-time LTV and CAC data across the BOOMN dashboard, which sharpens our scaling decisions. Skip it for now if you'd rather set it up later.
Tell Us About
Your Brand
Access gets us into the accounts. This gets us into your head. Brand Discovery is where you tell us who you sell to, what has worked, what hasn't, and where you want to be.
Brand Discovery Questionnaire
Nine short sections, one per screen. Some questions circle the same ground from a different angle, and that's deliberate: it's usually the second pass that surfaces the detail we'd otherwise miss. Best estimates are fine where you don't have exact numbers.
Sections
Time
Pulling answers from a few people on your side? Fill in what you know, and flag the gaps. We'll cover the rest live on the kickoff call.
Ready for Launch
All systems go. BOOMN is ready to get to work.
The initial onboarding phase is complete. Our strategy team will review your accounts and your Brand Discovery answers, build your campaign architecture, and have recommendations ready within 72 hours of your kickoff call.
Haven't done Brand Discovery yet? It's the one thing we still need from you — open the questionnaire.
Kickoff Schedule
First Deliverable
Connection