HockeyStack Implementation Process

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.
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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:

Propose 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, your 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 to build 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: Goals, 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 not 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 your own dashboards.

Week 4

Gap Analysis

HOCKEYSTACK ADMIN TEAM

MARKETING TEAM

REVOPS

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 get 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 leadership team about the customer journey.

“Their commitment to customer success is unmatched.”

“I’ve been working with the team, and have been impressed with Lily Roosevelt’s and Bugra Gunduz’s support. Their commitment to customer success is unmatched.”

Marty Goldman, Regional Sales Manager at Anvilogic

“I really want to highlight HockeyStack and the team there around Bugra Gunduz.”

“They built an amazing command center for B2B marketing and sales data, giving us full visibility about our marketing and sales funnel with accurate attribution and ROI. I can highly recommend those folks!”

Stefan Lederer, CEO & Co-founder at Bitmovin

HockeyStack
customers win

Measure and forecast brand and performance, paid and organic, online and offline, by combining attribution, lift, and modeling into one, unified stack without blind spots.

ROAS

22%

Increase in qualified pipeline

20%

Increase in
conversion rate

Trusted by GTM teams around the world

Trusted by B2B leaders around the world

Their words, not ours.

“HockeyStack has become our marketing source of truth. It centralizes all of our data in one place and allows us to focus our time on understanding and scaling our demand generation efforts. There’s no silver bullet to solving attribution, but for B2B, HockeyStack comes close.”

Sacha-Leo Shenkier, Senior Manager of Demand Generation

"HockeyStack has truly transformed our organization. It has enabled us to reveal the true value of our events and paid channels—insights that are nearly impossible to capture in Salesforce or Marketo. Thanks to HockeyStack's powerful analytics, we can now make informed, data-driven decisions that positively impact our bottom line."

Brittany Hilgers, Senior Marketing Operations Manager

“Our executives got more value from HockeyStack in one session than they got from Looker all year.”

Chris Wood, Director of Demand Generation

“We evaluated several vendors but chose HockeyStack for its reporting flexibility and customization and because we could get value out of it immediately. We were right. If I have a question, HockeyStack has the answer.”

Justin Brock, VP of Demand Generation

“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 has put together a killer tool that pushes the limits of attribution for LInkedin ads better than any tool I’ve tried.”

Justin Rowe, Founder

“In HockeyStack, I’ve been able to identify over 2x more content-attributed opportunities that were previously missed.”

Levi Olmstead, Director of Content Marketing

“Incredible tool on my radar in this new role: HockeyStack and team have built an incredible analytics platform!”

Talar Malakian, VP of Marketing

"HockeyStack has shed a light on the dark funnel and given us freedom from GA, HubSpot Reports, and Manual Spreadsheets!”

Chris Spellman, Sr. Demand Generation Manager

“It's the best analytical tool I have ever used, bringing our analytic game to another level.”

Gabriel Barboza, Marketing Director

“Thanks to HockeyStack, i now have visibility that over the last month my LinkedIn organic posts impacted $27K in ARR.”

Casey Hill, Sr. Growth Manager

"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

“We can connect all our data, attribute revenue to specific campaigns, and know where to invest more."

Cameron DeJong, Director of Marketing

“Dark social is getting lighter. Gotta give it up to HockeyStack for launching a partnership with Gong to track podcast mentions. Blows my mind that none of the other tools have done this.”

Tim Davidson, Director of Marketing

“Before HockeyStack, we didn’t have visibility into what was driving revenue. We now know which campaigns are actually working, how our blog or content is influencing and all that.”

Anand Nambiar, Head of Demand Generation

“In HockeyStack, you can draw the connection between content marketing and conversion activity to find out which URLs drive customer acquisition.”

Gaetano DiNardi, Growth Advisor, Gong & Nextiva

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