Getting Started
Purpose
This guide shows you the fastest way to begin working with Prime Chase Data. It covers what we deliver in the first 30 days, what we need from you, and the exact setup steps.
Who Should Read This
The person who owns growth, marketing, sales ops, or analytics. Include one technical contact who can grant account access.
What You Get in the First 30 Days
- A baseline report that shows where you stand across traffic, conversions, revenue, and cost.
- A simple dashboard with your core KPIs, updated daily.
- A short list of quick wins with expected impact and effort.
- A work plan for the next 60 to 90 days.
What We Need From You
1. Goals
Pick up to three outcomes you care about. Examples: increase qualified leads, improve ROAS, or raise organic traffic for key pages.
2. One Decision Maker
Name a single owner who can approve copy, budgets, and access.
3. Access to Data
Grant read access to your tools. We use least privilege—if write access is needed, we'll ask for it by task.
4. Brand Guardrails
Share your brand voice notes, no-go words, legal lines, and any ad or content restrictions.
5. Past Work
Send any reports, audits, or campaigns that matter so we don't repeat work.
Quick Setup Checklist
Time needed: about 45 to 90 minutes
Company and Contacts
- • Company legal name and billing info
- • Primary contact for decisions
- • Technical contact for access and security
Data Connections
Grant read access to:
- • Google Analytics 4 and Google Search Console
- • Google Ads, Meta Ads, TikTok Ads, and LinkedIn Ads
- • Shopify or your e-commerce platform (WooCommerce, BigCommerce, custom stores)
- • Payment platform (Stripe, PayPal) if you track revenue there
- • Email platform (Klaviyo, Mailchimp)
- • CRM or pipeline tool if lead tracking is needed
- • Google Business Profile
Research Tools
- • Ahrefs for SEO research
- • Google Places API for local lead lists
If you prefer to use your own seats, invite our user. Otherwise, we'll use our licenses and share outputs.
File Access
- • Create a shared folder in Google Drive or SharePoint
- • Add logos, brand guide, product list, and top landing pages
Approvals and Communication
- • Pick a weekly meeting time
- • Choose status format: Slack, email, or dashboard notes
- • Set a max test budget for weeks 2-3 if running ads
How the First 30 Days Work
Week 0-1: Kickoff and Intake
- • Confirm goals and metrics
- • Connect accounts and verify tracking
- • Pull the last 12 months of data for context
- • Create your dashboard shell and invite your team
Deliverable: Dashboard scaffold and intake note listing any gaps
Week 2: Baseline and Quick Wins
- • Ship baseline report with trend lines by channel
- • Identify tracking fixes if data is missing
- • List quick wins (fix titles, add events, update GMB)
Deliverable: Baseline report and ranked quick win list
Week 3: Activation
- • Execute agreed quick wins
- • Set up clean campaign structure if ads in scope
- • Publish page fixes or briefs if SEO in scope
Deliverable: Change log and proof of changes
Week 4: Plan and Commit
- • Review results from quick wins
- • Propose 60-90 day plan with milestones
- • Align on who does what
Deliverable: Roadmap with dates, owners, and metrics
Access Instructions by Platform
Google Analytics 4
- Admin
- Access management
- Add user with Viewer role at property level
Google Search Console
- Settings
- Users and permissions
- Add user with Full or Restricted access
Google Ads, Meta Ads, TikTok Ads, LinkedIn Ads
Invite our business account with read access. Grant Standard or equivalent when we begin activation.
Shopify
Settings → Users and permissions → Add staff. Start with Analytics and Orders permissions. Add Marketing or Apps only if needed.
Email Platforms (Klaviyo/Mailchimp)
Account settings → Users → Add with Analyst or Viewer role.
Google Business Profile
Add as Manager. We only change info after written approval.
Deliverables and Cadences
Dashboards
- • Executive view (5-8 key metrics)
- • Channel views (paid, organic, pipeline)
- • Daily updates for automated sources
- • Weekly for manual uploads
Reports
- • Weekly status with wins and issues
- • Monthly review with insights
- • Quarterly strategic assessment
Data Delivery
- • CSV exports to shared drive
- • API access (if needed)
- • Warehouse sync (custom scope)
Security and Privacy
- • We use read access by default
- • We follow least privilege and remove access on request
- • We can sign your NDA
- • If you need a DPA, send your standard form
How to Get Help
Email henry@primechasedata.com for tickets. Use Slack for day-to-day questions if we share a workspace. Response time is within one business day. Mark urgent items in the subject line.
What Comes Next
Once "Getting Started" is complete, you'll move into Client Onboarding. That guide explains the first 30 days in more detail and shows what happens each week.