LTV Numbers
  • LTV Numbers
  • 🔄Data Sync
    • Data Sync Overview
    • CheckoutChamp
    • ClickBank
    • Clickfunnels
    • Digistore24
    • DropFunnels
    • Keap
    • Konnektive
    • PayPal
    • SamCart
    • Shopify
    • Stripe
    • ThriveCart
    • WooCommerce
  • 🚀Onboarding Process
    • Overview
    • Slack Walkthrough
    • Insights Doc Overview
    • Expectations and Agenda of Insights Call
    • Daily Dashboard Quick Tutorial
    • Journey Dashboard Quick Tutorial
    • Analysis Page Quick Tutorial
    • Path Analysis Page Quick Tutorial
    • People Page Quick Tutorial
    • Insights Call Summary
    • First 7-Days Homework
    • Daily LTV Numbers Analysis
    • Weekly LTV Numbers Analysis
    • Monthly LTV Numbers Analysis
    • Success Call Expectations
    • Guide to UTM Tracking
  • 📃Misc Instructions
    • Uploading Data Into LTV Numbers
      • Creating A Custom Data Format
  • 🚩[Deprecated] Data Sync
    • Deprecated Overview
      • [Deprecated] Shopify
      • [Deprecated] WooCommerce
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  1. Onboarding Process

Overview

Steps for Onboarding Process

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Last updated 2 years ago

  1. Pay your monthly fee via the checkout pages provided. This way, our team of engineers can get started on setting you up.

  2. Sign your agreement via DocuSign. It should be in your email. If not, let us know!

  3. Accept the Slack invitation - Slack is the best place to get in touch with us, ask questions, schedule calls, etc! Watch this video on a quick tutorial for !

    1. Say hi and send us your mailing address and t-shirt size to receive free gifts as our thank you for choosing LTV Numbers. You can also share them .

    2. If we are involved in your onboarding process, share the login info to your platforms so we can load in your data.

      1. Share logins with the team by dropping them in Slack or share it securely via LastPass to .

  4. Watch videos from the to better understand concepts within LTV Numbers.

  5. Schedule your Onboarding/Insights Call using .

  6. Watch the educational videos on the dashboards that are sent out every other day to your email.

  7. Watch the video before your Insights Call.

  8. Understand the .

  9. Once you gain access to your Insights Doc, have a sneak peek of your account and familiarize yourself with the tool. Prepare questions to ask on Slack or the Insights Call. Here are some videos on how to best play around with the tool:

  10. Attend the Insights Call. Review the after to make sure that you familiarize yourself with these concepts.

  11. After the Insights Call, within the first 7 days of using your account, .

  12. Use LTV Numbers to analyze your data and get actionable insights. Do these:

  13. In a few weeks, schedule your Success Call using this link . We'll go over your homework and answer more questions here. Read this for more info.

  14. Reach out to us anytime via Slack.

🚀
Slack
here
secure@ltvnumbers.com
resource library
this link
Insights Docs overview
Expectations and Agenda of the Insights Call
Daily Dashboard Quick Tutorial
Journey Dashboard Quick Tutorial
Analysis Page Quick Tutorial
Path Analysis Page Quick Tutorial
People Page Quick Tutorial
Insights Call Summary
follow these instructions
every day.
every week.
every month.
here
page