What to share
Describe your advertising channels, providers, websites, account and client structure, monthly traffic range, conversion or lead model, current tracking, investigation process, team roles, privacy requirements, reporting needs, and the decision you want the platform to support.
Do not send passwords, API keys, payment data, raw session recordings, unnecessary personal information, unrestricted exports, or live customer secrets. A first conversation should use the minimum information needed to understand fit.
- Providers and approximate operating scope
- Websites, clients, users, and roles
- Current measurement or investigation problem
- Required integrations, privacy, security, and service boundary
