Onboarding with NinjaCat: A Guide to Your First 90 Days

We understand firsthand the complexities associated with adding a new tool to your martech stack. At NinjaCat, our Customer Onboarding team is dedicated to making every effort to smooth this transition. Your first 90 days as a NinjaCat customer are essential to your team’s success in the platform. Because of this, we make sure that your onboarding journey with us is clearly outlined and focused on ensuring that you and your team emerge as fully-trained and self-sufficient users of NinjaCat. 

We highlight self-sufficiency as a goal because we know there is a lot to learn, and in turn, a lot to possibly forget. With this in mind, we want to make sure that even when you don't know the answer, you'll always know where to find it. For members of your team who want to further hone their skills throughout their onboarding journey, we also offer the ability to certify in NinjaCat using our certification and learning platform, NinjaCademy.

In this overview, we'll focus on the Reporting Onboarding Journey, where the goal is to deliver NinjaCat Reports and Dashboards to your clients. Through participating in this journey, you’ll be able to share your clients' performance across various providers, highlighting the value that you bring and suggesting improvements and recommendations based on the data from their various platforms. It's important to mention that in addition to the items outlined in this Reporting Journey, we also provide additional options during your onboarding such as exploring features like Data Cloud for cleaning and organizing your data, Copilot for AI-powered interaction with your data, Call Tracking with NinjaTrack, and Budget Monitoring with Shape.

With all this said, let's dive into the first two weeks of the Onboarding Journey for Reporting with NinjaCat. 

The onboarding team was knowledgeable and supportive through the whole process. The ramp up outlines helped us know what to expect each week and come prepared. – VP of Analytics

Weeks 1-2: Meeting Your Team and Power Up

Your Onboarding Journey starts with a kick-off call. This call facilitates introductions between your team and ours as well as serves as an opportunity to align both teams on goals and expected outcomes. Simultaneously, it marks the commencement of the Power Up— a term we use to describe the initial phase of your Onboarding Journey. During Power Up, we work closely with you to establish connections with your most critical data sources and providers and ensure that data is flowing correctly into NinjaCat. This dedicated effort ensures that as you progress through subsequent phases, there is a solid foundation in place to set you up for success.

Weeks 3-7: Building Out Your NinjaCat Instance

As you move into week 3 of your Onboarding Journey we kick off the 'Build' stage. This is the time to roll up your sleeves and immerse yourself in constructing your NinjaCat instance. Throughout this stage, you’ll be working closely with a NinjaCat Learning Specialist with whom you’ll have weekly training calls to learn all things NinjaCat. This phase is a hands-on experience where your team actively builds data stories and crafts the templates that will power the Reports and Dashboards that will ultimately be shared with your clients. 

My Learning Specialist was incredible. Even when having to revisit old topics they were patient and thorough, each and every time. They added such a great energy to the learning process, making it something we looked forward to every week. – Account Coordinator

In your training sessions, you’ll learn the art of building scalable templates within your instance to facilitate seamless updates and changes as well as understand how to transition these templates into compelling Reports and Dashboards. Throughout this period, ample time is also provided for Q&A sessions, ensuring that you not only learn but master the skills necessary for effective platform utilization.

Months 2-3: Delivering Your Reports and/or Dashboards

Transitioning into Months 2-3, the focus shifts to the 'Deliver' stage. This stage is about fine-tuning your Data Story within NinjaCat, making those final adjustments to ensure that the Reports and Dashboards you deliver to your clients truly encapsulate their performance and the value you bring. By this stage, we anticipate that you're actively delivering Reports and Dashboards, showcasing the measurable impact you've had on your clients' success by using NinjaCat. We bookend this final phase with an Onboarding Wrap-up call, where we discuss continued support, outline the next steps of your journey, and share some warm and fuzzy gifts for members of your team who get fully certified using NinjaCademy.

After the first 90 Days: Ongoing Support and Resources

Beyond the initial 90 days, we continue to support your success in NinjaCat through a variety of easily accessible resources. Your dedicated Customer Success Manager will be alongside you for the long haul in NinjaCat making sure you always have the tools and support you need to be successful. Our amazing support team is just a click away when you find yourself stuck. Our searchable knowledge base is there whenever you need quick answers or want to explore more in-depth details of the platform. And of course, NinjaCademy remains available to you and your team as a go-to resource for continuous learning and certification in the platform, enabling you to stay on top of all things NinjaCat. 

We're committed to ensuring that we are providing all the tools that you need to succeed in NinjaCat. With the tools, training, and continuous support we provide, we believe in your potential and the exciting things that you’ll create with NinjaCat. Seeing teams be successful in NinjaCat fuels us, and we're thrilled to be an integral part of your Ongoing Journey.