Welcome to Foresite!

We're excited to start driving exceptional results for your business. Let's get you set up.

Onboarding Checklist

Please complete the following steps to get started. Our team will reach out within 24 hours to confirm receipt and begin setup.

1. Select Your Services

Choose from our a la carte service options based on your business needs:

  • Ads Only: AI-powered advertising across Meta, Google, TikTok, and more
  • Core Platform: AI Ads + automated customer journey flows and email/SMS optimization
  • TV Platform: Connected TV and streaming advertising with AI optimization
  • AI SEO: Automated search engine optimization powered by AI

You'll receive an invoice for your selected services. Payment is due within 5 business days of invoice receipt.

2. Advertising Budget Decision

Determine your initial monthly advertising budget. We recommend:

  • Small Stores: $500 - $2,000/month
  • Mid-Market: $2,000 - $15,000/month
  • Enterprise: $15,000+/month

You'll pay each month upfront and our AI will allocate spend throughout the month.

3. Sign Engagement Letter and Pay Invoice

Review and sign your engagement letter, then submit payment for your first invoice.

  • Sign the engagement letter electronically
  • Submit payment for selected services invoice
  • Submit payment for advertising budget (if applicable)

You'll receive both documents via email within 24 hours of service selection.

4. Google Platform Access

Download the detailed instructions document for step-by-step guidance on granting access to Merchant Center and Analytics.

Download Instructions

5. Facebook Business Settings Access

Download the detailed instructions document for step-by-step guidance on granting access to Facebook Business Manager, Ad Accounts, and Pixel.

Download Instructions

6. Shopify Admin Access

Download the detailed instructions document for step-by-step guidance on granting admin access to your Shopify store.

Download Instructions

7. Klaviyo Admin Access

Download the detailed instructions document for step-by-step guidance on granting admin access to your Klaviyo account.

Download Instructions

8. Domain DNS Configuration

Once the first 7 steps are complete, we will reach out with domain instructions to update DNS settings (if required for your selected services, such as Core Platform AI Flows).

No action needed yet - we'll guide you through this process if needed for your selected services.

9. Launch Complete!

Congratulations! Once all previous steps are complete and verified, you're officially launched.

Revenue and reporting will start in 7 days

Results will be available in the ROAS Dashboard section of your accounts page. You'll receive your first performance report and begin seeing results from our AI-optimized campaigns.

What Happens Next?

1

Week 1 - Onboarding & Setup

We'll configure your selected platforms, install tracking pixels, and integrate the services you've chosen

2

Week 2 - Service Launch

Your selected services go live. AI ads launch, Core Platform flows activate, TV campaigns begin, or AI SEO starts optimizing based on your package

3

Week 3-4 - AI Optimization

Our AI actively optimizes your selected services, testing creative, audiences, and strategies to maximize performance

4

Week 5-10 - Full Optimization & Scale

AI completes optimization and your selected services reach peak performance. Continuous improvements and scaling opportunities are identified

Daily Performance Reports

You'll receive daily reports showing performance across your active services including impressions, cost, revenue, and ROAS on 7-day attribution.

Ready to Get Started?

Schedule a personalized onboarding call with Jonathan to discuss your goals and get started

Meet with Jonathan

Questions? Our team is here to help.

Email Us