Outbrain Setup & Onboarding

Setup & Onboarding

Use this runbook to align partner and client teams on account readiness for Outbrain. Each section highlights the decisions, owners, and artifacts we expect to capture before launch.

Account Preparation Checklist

• Confirm legal entity, advertiser structure, currency, time zone, and billing contacts.
• Document access requirements (administrators, finance, agency partners) and log the approval path.
• Audit existing properties or pixels to determine whether to migrate, consolidate, or create net-new accounts.

Kickoff & Access Workflow

• Intake the campaign brief, target audiences, success metrics, and creative requirements.
• Submit access or ticket requests with expected SLAs and notification paths.
• Outline cross-functional touchpoints (analytics, creative, finance) and milestone sign-offs before launch.

Billing & Budget Enablement

• Capture funding source (credit card, invoicing, credit line) and set spend alert thresholds.
• Break down budget segmentation (always-on vs campaign-specific) and pacing or flight dates.
• Define the reconciliation cadence for invoice review, spend verification, and variance tracking.

Launch Validation & Handoff

• Define QA steps covering pixel fires, account configuration, and creative approvals.
• Schedule training or knowledge transfer sessions for client stakeholders.
• Record handoff artifacts such as playbooks, dashboards, and contact directories for ongoing operations.