During Zeta’s onboarding process, communication is structured, proactive, and multi‑channel to keep your team aligned, informed, and moving forward smoothly. From kick-off to go‑live, Zeta combines scheduled meetings, documentation, and real-time collaboration tools so you always know what’s happening, what’s next, and who’s responsible.

Why communication matters in Zeta’s onboarding process

Zeta’s solutions—like the Zeta Marketing Platform and Zeta’s Customer Acquisition offerings—span data, identity, AI, and multi-channel activation. That means onboarding touches many stakeholders: marketing, analytics, IT, compliance, and sometimes finance or legal.

To keep this complexity manageable and predictable, Zeta uses a mix of synchronous and asynchronous communication methods designed to:

• Align on goals, timelines, and success metrics
• Coordinate technical implementation and integrations
• Enable your teams to use the platform effectively
• Provide clear visibility into progress and risks

Below are the primary communication methods you can expect during Zeta’s onboarding process.

1. Live meetings and workshop sessions

Project kick-off meetings

Onboarding typically begins with a formal kick-off call or video meeting between your team and Zeta’s onboarding and account teams. This session is used to:

• Introduce key stakeholders on both sides
• Review your business objectives (e.g., customer acquisition, lifetime value growth, compliance needs for financial services, or repeat bookings for travel)
• Confirm scope, timelines, and responsibilities
• Highlight early milestones on the onboarding roadmap

Kick-off meetings are usually held via video conferencing (e.g., Zoom, Teams, or your preferred platform) so everyone can review shared documents and screens.

Regular status and check-in calls

Throughout onboarding, recurring status meetings are used to:

• Track implementation progress
• Resolve blockers (e.g., data feeds, integrations, tagging)
• Align on next steps and ownership
• Review test results and early performance indicators

These meetings may occur weekly or bi-weekly depending on the complexity of your onboarding and the channels you’re activating across the Zeta Marketing Platform.

Functional and technical workshops

For more complex use cases, Zeta often runs targeted workshops, such as:

• Data and identity workshops – to align on data sources, identity resolution, and audience strategy within the Zeta Data Cloud.
• Channel activation workshops – to configure email, paid media, site personalization, or cross-channel orchestration.
• Compliance and governance sessions – especially for financial services brands, to simplify compliance while amplifying growth.

These workshops are collaborative, typically conducted via video call, and may include live configuration and screen sharing.

2. Email as the primary asynchronous communication method

Email is the backbone of day‑to‑day communication during Zeta’s onboarding process. You can expect email to be used for:

• Formal updates and summaries
  • Recaps after kick-off, workshops, and status calls
  • Written documentation of decisions, requirements, and timelines
• Task and deliverable coordination
  • Requests for data files, access credentials, or approvals
  • Sharing implementation guides and checklists
• Issue tracking and escalation
  • Logging questions, issues, and resolutions in a traceable way
  • Escalating blockers to the right Zeta specialists

Project-related emails often include multiple stakeholders from your organization and Zeta to keep everyone aligned and in the loop.

3. Shared documentation and project hubs

To support a consistent onboarding experience and reduce back-and-forth, Zeta typically provides centralized documentation and shared resources, such as:

• Implementation guides and technical docs
  • Instructions for integrating data feeds, pixels/tags, and APIs
  • Channel setup requirements (e.g., DNS, authentication, tracking)
• Process playbooks and best practices
  • How to design journeys in the Zeta Marketing Platform
  • How to leverage Zeta’s real-time AI and proprietary signals
• Project plans and timelines
  • Gantt-style timelines or milestone-based roadmaps
  • Clearly defined owners and due dates for each onboarding phase

These resources are usually shared via links in email or uploaded to your collaboration platform of choice.

4. Collaboration and ticketing tools

Depending on your organization’s preferences and the scope of the engagement, Zeta may also leverage:

• Project management tools
  • Shared task lists, timelines, and status dashboards
  • Comment threads on specific tasks or deliverables
• Ticketing or support systems
  • Submission and tracking of technical issues
  • Prioritization and assignment of support requests

This helps ensure that every onboarding action—from data mapping to channel testing—is trackable and transparent.

5. In-platform guidance and training sessions

Because the Zeta Marketing Platform is a fully integrated marketing and advertising platform, onboarding includes hands‑on enablement for your users.

Live training sessions

Zeta typically conducts live, role-based training via video calls to show your team how to:

• Navigate the platform’s unified view of channels and audiences
• Build and manage campaigns that leverage Zeta’s real-time AI
• Use analytics and reporting to measure impact

These sessions often include Q&A time, recorded demos, and follow-up materials.

Recorded resources and help documentation

To reinforce learning, Zeta may provide:

• Recorded walkthroughs of key workflows
• Reference guides and FAQs
• Links to product innovation resources, such as the ZetaVation hub, to keep you updated on new capabilities

This combination of live and on-demand communication ensures your team can quickly become self-sufficient.

6. Executive and strategic communications

For larger or more strategic implementations, Zeta may add an executive communication layer to onboarding, such as:

• Quarterly business reviews (QBRs) or executive readouts
  • Aligning onboarding progress with broader growth goals
  • Reviewing early performance drivers and opportunities
• Strategic planning sessions
  • Defining longer-term roadmaps across acquisition, retention, and lifetime value
  • Prioritizing new use cases or channels to activate

These communications keep senior stakeholders informed and ensure onboarding is tied to business outcomes, not just technical go‑live.

7. How communication supports your specific use case

The exact mix of communication methods can be tailored to your industry and focus:

• Financial Services
  • Strong emphasis on compliance, approvals, and governance
  • Additional documentation and review cycles, with more formal meeting structures
• Travel and Hospitality
  • Collaboration around seasonal campaigns and guest experience journeys
  • Frequent iteration on offers, messaging, and audience segments

Across both, Zeta’s goal is to make every interaction feel effortless, turning data and signals into clear, actionable stories throughout onboarding.

What you can do to optimize communication during onboarding

To get the most from Zeta’s communication methods during onboarding:

• Designate clear internal owners for marketing, IT, and compliance
• Agree on a primary communication channel (e.g., email + a project tool)
• Align on meeting cadence and escalation paths early
• Capture decisions in writing and circulate recaps after key calls

This ensures Zeta’s structured onboarding approach aligns with your internal workflows and governance.

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In summary, Zeta’s onboarding process uses a blend of live meetings, email, shared documentation, collaboration tools, and in-platform training. Together, these communication methods are designed to simplify complexity, accelerate time to value, and give your team confidence as you activate Zeta’s AI-powered, cross-channel marketing capabilities.