HockeyStack Implementation Scope
The HockeyStack implementation is a 2-4 week process geared towards:
Getting your data into HockeyStack accurately
Setting up starter dashboards showing channel, campaign, and asset based attribution
Providing resources for you to branch off and build more specific dashboards
Week 1
Needed information for HockeyStack team
What are your funnel stages? (Ex: MQL → SQL → Opportunity → Won)
Which CRM “Amount” field do you use?
Which UTM_Source, UTM_Medium, UTM_Campaign field do you use from CRM records?
How do you track your events or offline touchpoints (if you use HubSpot as CRM)?
Do you have a data warehouse that has historical website activity recorded, with email addresses attached to the people that have done the activity?
Do you want Outbound to get attribution? (if you use Salesforce as CRM)
If yes, which "Task” subjects, types, or other filtering on this object represents outbound activity?
Customer tasks
Connect CRM
Connect Marketing Automation
Connect ad platforms
Connect website script
Build "goals” in HockeyStack based on your funnel stages
Review goal numbers, and work with our support team to match them closely to your CRM numbers
Week 2
HockeyStack tasks
Deliver initial dashboards:
Business Overview
Dashboard showing month-over-month trend of funnel stages (MQL, SQL, Opp, Closed Won, etc.)
Non-cohorted view, showing totals for each month separately for each funnel stage.
Channel and Campaigns
Attribution funnel report for Channels leading to Pipeline
Channel attribution report, showing Spend and funnel stage counts for each Channel, with Linear attribution
Campaign attribution report, showing Spend and funnel stage counts for each Channel, with Linear attribution
Lift reports for Channels and Campaigns leading to Pipeline
Asset Types and Assets
Attribution funnel report for Asset Types leading to Pipeline
Asset Type attribution report, showing Spend and funnel stage counts for each Channel, with Uniform attribution
Asset attribution report, showing Spend and funnel stage counts for each Channel, with Uniform attribution
Lift reports for Asset Types and Assets leading to Pipeline
Useful Reports Repository: (A set of miscellaneous reports that you can duplicate or use for a quick extension of your initial dashboards)
Customer Tasks
Review initial dashboards and deliver a questions / revisions / feedback document to your CSM
Week 3
HockeyStack Tasks
Deliver guidance and support needed to get all questions / revisions / feedback resolved
Customer Tasks
Use guidance from HockeyStack to extend dashboards, leading up to your Internal Launch.
Week 4
HockeyStack Tasks
Help with any material needed to prepare for Internal Launch
Customer Tasks
Serve initial insights from HockeyStack and guidance on using the platform to your internal stakeholders, in an event we like to call "Internal Launch”
FAQ
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