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HockeyStack Implementation Process

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Before you get started...

Most HockeyStack customers designate HockeyStack Admins to build out reports for the Marketing team, present insights, and manage the data dictionary.

If your organization doesn't have a dedicated Admin Team, not to worry! The product doesn't require any technical knowledge, and your CSM will always be available to guide you,

Day 0

Handoff

Hockeystack admin team
Marketing team
revops
Fresh start! Your Account Executive introduces you to your CSM, and provides your CSM with relevant context from the sales process to kickstart your onboarding.
In this step, your CSM will:
  • Provide you with a list of questions that will inform our initial dashboard setup
  • Create a dedicated Slack channel for faster communication
Before moving to the next step:
  • Create your HockeyStack account and invite relevant stakeholders as team members
  • Connect your CRM, marketing automation, ad platforms, and any other integration with one click
  • Place the HockeyStack script into your website
  • Answer the onboarding questions
Checkpoint

Technical implementation is now completed!

Week 1

Kickoff

Hockeystack admin team
Marketing team
revops
A 30 minute call to introduce the onboarding plan and discuss key objectives.
In this step, your CSM will:
  • Provide a timeline for onboarding and training
  • Complete the technical intake needed for the initial dashboard setup
  • Align on expectations from HockeyStack within 30 days, 60 days, and 90 days
After the call, you CSM will:
  • Send resources to help you get a self-serve head start on the platform
  • Start building the initial dashboards on your account
  • Check accuracy of the data to make sure everything matches with your internal reporting
Week 2

Technical Workshop

Hockeystack admin team
A 1 hour workshop on using the HockeyStack platform tobuild dashboards that your marketing stakeholders need, while your CSM is working on the initial dashboard setup.
In this step, your CSM will:
  • Introduce you to key concepts on the HockeyStack platform: Goal, Filters, Reports, and Dashboards
  • Discuss the different ways of measuring influence, and how they are reflected on reporting
Before moving to the next step:
  • Start using your knowledge from the training to play around with reports and get comfortable using HockeyStack
  • Start validating the data inside HockeyStack to gain confidence in the platform
Checkpoint

Initial dashboards are now built!

Week 3

Initial Dashboard Review

Hockeystack admin team
A 30 minute call to review the initial dashboards and preliminary insights that can be found in the data before a presentation to the larger team.
In this step, your CSM will:
  • Present the dashboards that are set up on your account
  • Discuss the thought process and specific configuration decisions behind the reports
  • Talk through some insights that can be derived from the dashboards
Before moving to the next step:
  • What's great on the dashboards? What's no so helpful? What's missing? Create a specific list of revisions needed, or take inspiration from the dashboards we've built to draft a design for you own dashboards.
Week 4

Gap Analysis

Hockeystack admin team
A 30 minute call to talk through gaps in the HockeyStack dashboards, and create an action plan to get to a complete setup.
In this step, your CSM will:
  • Talk through the gap analysis and/or dashboard design you've prepared and provide suggestions on reports to be built
  • Draw next steps for your CSM to revise the dashboards
Week 5

Gap Analysis Followup

Hockeystack admin team
A 30 minute call to close the loop on gap analysis.
In this step, your CSM will:
  • Present revised dashboards that they have built and acquire new feedback
Week 6

Strategic Followup

Hockeystack admin team
Marketing team
A 30 minute call to track the marketing team's adoption of the platform for marketing insights.
In this step, your CSM will:
  • Discuss successes or roadblocks on the way to getting insights from the platform and applying them to their marketing
  • Set up monthly recurring calls with the Marketing Team for ongoing strategic support
  • Set up monthly recurring calls with the Admin Team for ongoing technical support
Checkpoint

Day 45, if we've executed on all steps above, you will have:

  • A complete set of dashboards that help marketing stakeholders gain a better understanding of the customer journey
  • Confidence in the accuracy of the data inside HockeyStack
  • A good understanding of how the platform works and how to build dashboards in the Admin Team
  • At least one decision the marketing team made using HockeyStack data and/or one new insight presented to the leadereship team about the customer journey

World-class product experience, combined with excellent support.

94%
Likelihood to recommend
96%
Quality of support
100%
Ease of doing business with
90%
User adoption
“Our data was split between spreadsheets, our CRM, marketing automation tool, GA, and Stripe. HockeyStack was the only tool that could unify it and give us clarity on what strategies to invest more in.”

Justin Brock, VP of Demand Generation

“Would you lose any sales if you paused branded search campaigns?If you stopped podcasting, would it matter? Only lift reports will tell you. It only takes minutes to do in HockeyStack.”

Jason Widup, Founder

“Tying pipeline and revenue to marketing efforts has never been easier than with HockeyStack. This is a huge improvement from all attribution tools I’ve used.”

Elsa Giraudineau, Director of Demand Generation

HockeyStack customers win

Know where to invest more in, which accounts to prioritize, and have a partner on your side to guide your strategies.

13%

Decrease in CAC

22%

Qualified pipeline

20%

Increase in conversion rate

Trusted by hundreds of revenue teams

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