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 Integration
We use Google Drive to manage creative assets. If your files already live there, share a shortcut 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
Lifetimely Setup
Connecting Lifetimely gives our team real-time LTV and CAC data across the BOOMN dashboard — essential for making accurate scaling decisions.
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, build your campaign architecture, and have recommendations ready within 72 hours of your kickoff call.
Kickoff Schedule
First Deliverable
Connection