AdConversion MOPs Onboarding: What to Expect

Overview

Our MOPs (Marketing Operations) onboarding process connects your CRM data with ad platform tracking to power reporting and attribution dashboards. In 4 steps, we align on your CRM setup, integrate data, build dashboards, and enable offline conversion tracking. This guide walks you through what to expect.

Step-by-Step Instructions

1. MOPs Kickoff Call (30–45 min)

• Meet with our MOPs lead for a 30–45 minute call.

• We’ll review your CRM configuration, attribution setup, and key conversion events.

• We’ll walk through our MOPs Audit to map fields, stages, and reporting goals.

• You’ll see a preview of the dashboard we’ll build, showing:

  • Funnel metrics from ad spend to closed-won deals.

  • Drill-down views from campaign to ad-level performance.

  • Trend analysis and pipeline impact tracking.
    
    

• We’ll confirm your data sources, integration needs, and access requirements.
  
  

2. CRM Integration Setup

• Please provide admin access to dev@adconversion.com for your CRM (HubSpot, Salesforce, etc.).

• We’ll use API access to pull your CRM fields and pipeline data.

• This powers the data pipelines we’ll use to build the Looker dashboard.

• If available, please share a data dictionary or documentation of field definitions.
  
  

If you don’t have a data dictionary, we’ll work together to label fields after the API pull. 

3. Dashboard Development

• Once CRM access is granted, we’ll:

• Validate pulled fields and naming conventions with you.

• Build initial data models in BigQuery and DBT.

• Start developing dashboards in Looker.
  
  

• You’ll review the first dashboard draft with our MOPs lead.

• We’ll adjust filters, segments, and views based on your feedback.
  
  

• Dashboards will cover:

• Executive overview (ad spend to pipeline)

• Channel-specific reports (LinkedIn, Google, Meta)

• Campaign and ad-level drilldowns

• MQL-to-opportunity conversion rates
  
  

4. Offline Conversion Tracking Setup

• After dashboards are built, we’ll align with your RevOps team.

• We’ll confirm the CRM fields needed to capture click IDs (Google gclid, LinkedIn li_fat_id, Meta fbclid).

• We’ll ensure form hidden fields are configured to capture IDs.

• We’ll then connect your CRM to ad platforms to pass offline conversions.

• This lets ad platforms attribute closed deals back to campaigns.
  
  

Final Checklist

✅ Complete MOPs kickoff call
✅ Grant admin access to dev@adconversion.com
✅ Validate CRM fields and data pull
✅ Review dashboard drafts in Looker
✅ Align RevOps on click ID tracking
✅ Enable offline conversion tracking

By following these steps, we’ll build a reporting system that connects your marketing and sales data, powers your Looker dashboards, and unlocks full-funnel attribution.