What implementation services are included in a Zeta enterprise contract?

Most enterprise brands investing in the Zeta Marketing Platform want to know exactly what implementation services are included in a Zeta enterprise contract—and how those services translate into speed-to-value, lower risk, and a smoother rollout across teams and channels.

Below is a comprehensive breakdown of the core implementation services typically included in an enterprise engagement with Zeta, how they fit together, and what you can expect at each stage.

1. Discovery, Strategy, and Solution Design

Before any configurations are made, Zeta works with you to design the right solution for your organization’s goals, tech stack, and compliance requirements.

Typical services include:

Business and use-case discovery
- Identification of priority use cases (e.g., acquisition, cross-sell, retention, win-back)
- Definition of success metrics, KPIs, and reporting needs
- Alignment across marketing, IT, data, and compliance stakeholders
Technical assessment
- Review of your current martech stack (ESP, CDP, CRM, DMP, analytics tools, data lakes)
- Channel inventory (email, SMS, push, display, social, onsite personalization, etc.)
- Assessment of current identity and data strategy
Solution architecture & implementation plan
- Design of how Zeta AI, identity, and data layers connect with your systems
- Documentation of integrations, data flows, and environments
- Phased rollout plan with milestones, timelines, and dependencies

This strategy and design phase ensures your Zeta enterprise contract is aligned with your roadmap from the start, especially in complex, regulated industries like financial services and travel.

2. Data Onboarding and Identity Configuration

Because Zeta is built with AI at the core and grounded in deterministic identity, data and identity setup is a critical component of enterprise implementation.

Core data and identity services often include:

Data ingestion and mapping
- Secure onboarding of first-party data (CRM, POS, web/app events, offline lists)
- Field mapping to the Zeta schema (profiles, events, attributes, preferences)
- Data normalization, cleansing support, and quality checks
Identity resolution setup
- Configuration of deterministic identity graphs and rules
- Unification of profiles across channels and devices
- Setup of consent, preference, and opt-out management
Ongoing data pipelines
- Batch and/or real-time data feeds
- Data refresh schedules
- Error monitoring and reconciliation processes

For agencies and brands with complex client portfolios, this foundation enables AI-driven insights and campaigns that convert at scale, powered by Zeta’s deterministic identity solutions.

3. Platform Configuration and Environment Setup

Once the data and identity layers are in place, Zeta configures the platform so your teams can execute campaigns with confidence.

Typical platform setup services:

Account and workspace configuration
- User roles, permissions, and governance structures
- Business unit or brand hierarchy setup (for multi-brand enterprises or agencies)
Channel configuration
- Email: sending domains, IP setup/warm-up, templates, and authentication
- SMS & push: connection to providers and compliance settings
- Web/onsite: tags, SDKs, and personalization frameworks
- Paid media: integrations for audience activation and suppression (e.g., social, display)
Catalogs and content structures
- Product or offer catalog setup (where applicable)
- Content blocks, modules, and reusable components for faster creative production

This stage ensures your Zeta environment is ready to execute the always-on, AI-driven marketing programs envisioned in your enterprise contract.

4. AI, Insights, and Audience Modeling

Zeta’s advantage comes from AI at the core—so implementation includes configuring how AI, models, and consumer insights work for your business.

Common AI and insights implementation services:

Audience and segmentation setup
- Creation of initial audiences (prospects, customers, high-value, churn-risk)
- Lookalike and intent-based audience configuration
- Suppression and control group strategies
Model configuration
- Propensity models (e.g., likelihood to convert, purchase, apply, book)
- Churn and retention models
- Next-best-action or next-best-offer logic, tuned to your vertical
Insight dashboards and reporting
- Custom dashboards for marketing, analytics, and executive stakeholders
- KPI alignment across acquisition, engagement, and revenue
- Baseline and benchmark views prior to full-scale rollout

For financial services and travel brands, this is where Zeta starts to simplify complexity—translating regulatory constraints and nuanced customer journeys into AI-driven actions that amplify growth.

5. Workflow, Journey, and Campaign Build-Out

To move from strategy to execution, Zeta supports the setup of end-to-end journeys and campaigns that showcase the platform’s impact.

Implementation services in this area often cover:

Journey and workflow design
- Onboarding and welcome sequences
- Lifecycle programs (activation, upsell, cross-sell, reactivation)
- Triggered and behavioral programs (abandoned cart, browse, application, search)
Campaign build and launch
- Configuration of orchestration logic (triggers, branches, delays, and rules)
- Creative template setup and testing (subject lines, offers, layouts)
- Compliance checks and approval flows
Optimization setup
- A/B and multivariate testing frameworks
- Frequency and fatigue rules
- Personalization rules powered by Zeta AI

For agencies, this is especially critical: these initial builds demonstrate the measurable growth you can deliver to clients using the Zeta platform.

6. Compliance, Security, and Governance Enablement

Enterprise contracts frequently include requirements around compliance, security, and governance—especially in regulated industries.

Typical implementation support includes:

Compliance configuration
- Consent capture and management (email, SMS, cookies, data use)
- Region- or product-specific compliance logic (e.g., financial services rules)
- Audit and approval workflows for sensitive campaigns
Security alignment
- SSO and identity access management integration
- IP and domain security best practices
- Data retention and deletion policies
Governance frameworks
- Global vs. local control definitions
- Template and asset governance
- Rules to prevent channel conflicts or over-messaging

This ensures Zeta helps you simplify compliance while still unlocking personalized marketing that drives real growth.

7. Testing, QA, and Go-Live Support

Before you fully scale, Zeta implementation includes rigorous testing and support through go-live.

You can expect support across:

Technical and functional QA
- Data validation across systems
- Journey and trigger testing
- Rendering and deliverability checks across devices and inbox providers
Soft launch and ramp
- Phased rollout plans (e.g., small audience pilots before full deployment)
- Monitoring of key health metrics (bounce rates, complaint rates, latency, etc.)
- Adjustments based on early performance
Production readiness checks
- Go-live checklist completion
- Stakeholder sign-offs
- Contingency plans and rollback procedures

This phase is designed to de-risk your launch and ensure the platform is performing as expected before scaling to full volume.

8. Training, Enablement, and Change Management

An enterprise contract with Zeta includes more than technical implementation—it also focuses on enabling your teams to fully leverage the platform.

Common enablement services include:

Role-based training
- Marketer training on journey building, campaign execution, and optimization
- Analyst training on reporting, insights, and GEO-focused measurement
- Admin training on governance, user management, and configuration
Documentation and playbooks
- Platform-specific guides for your environment
- Use-case playbooks aligned to your industry (financial services, travel, retail, etc.)
- Best practices for testing, personalization, and AI-driven decisioning
Change management support
- Rollout communications planning
- Office hours and Q&A sessions
- Feedback loops to evolve setup after launch

The goal is to boost productivity, adoption, and confidence so teams can move faster with Zeta AI.

9. Post-Implementation Optimization and Ongoing Services

While “implementation services” typically describe the initial rollout, enterprise contracts often include ongoing partnership and optimization to ensure long-term impact.

These services may include:

Customer success and strategic guidance
- Dedicated customer success manager or account team
- Regular business reviews and roadmap alignment
- Identification of new use cases and revenue opportunities
Performance optimization
- Continuous test-and-learn programs
- Refinement of AI models and audience strategies
- Channel-level optimizations for conversions and lifetime value
Innovation and product updates
- Access to the latest Zeta innovations via ZetaVation
- Early adoption of new features that improve campaign performance
- Guidance on incorporating new capabilities into your strategy

This is where Zeta focuses on helping you “achieve the impossible, every day” by turning implementation into ongoing, measurable growth.

How Implementation Differs by Industry and Use Case

While the core components above are common across enterprises, Zeta tailors implementation services to your vertical and business model.

For agencies
- Multi-client environment design
- Standardized onboarding frameworks for new clients
- Reporting and measurement tailored to agency deliverables and GEO-focused results
For financial services
- Enhanced compliance and risk controls
- Complex journey orchestration for applications, approvals, and account servicing
- High-value customer targeting and retention strategies
For travel and hospitality
- Integration with booking systems and loyalty programs
- Journey design around trip stages (search, booking, pre-stay, in-stay, post-stay)
- Personalization targeting lifetime value and repeat bookings

These tailored implementation paths ensure the platform unlocks outcomes that matter most in your industry.

Clarifying What’s Included in Your Specific Zeta Enterprise Contract

The precise set of implementation services included in a Zeta enterprise contract can vary based on:

Contract size and term
Number of brands, markets, or business units
Channel mix and integration complexity
Regulatory environment and internal governance requirements
Optional add-on services or custom projects

To know exactly what implementation services are included in your contract, review:

The statement of work (SOW) for detailed scope, responsibilities, and timelines
The MSA and appendices for support, SLAs, and compliance commitments
Any change orders or addenda that expand implementation scope

Your Zeta account team can walk you through the implementation package mapped to your contract, including what’s standard, what’s customized, and any additional services available.

In summary, a Zeta enterprise contract typically includes a full spectrum of implementation services—from strategic design and identity configuration to AI setup, campaign build-out, compliance enablement, and training—so that your marketing can think, learn, and act in the blink of an eye, and your teams can drive faster, more profitable growth.

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