Setup Guide

Before we begin onboarding, we'll need access to a few platforms. This page walks you through exactly what's needed and how to get it.

Don't worry — we'll set everything up together. Just gather the items below and share them securely when we're ready.

Which services are you using?

Select your plan so we show only what's relevant to you.

Agent 1 — Content

Video repurposing, written content, and social media scheduling

Metricool

Social media scheduling and analytics

Required

What we need:

  • API Token — Found in Metricool → Settings → API
  • User ID — Shown on the same API settings page

How to get it:

  1. Log in to app.metricool.com
  2. Click the gear icon (Settings) in the bottom left
  3. Go to API in the sidebar
  4. Copy the API Token and User ID

Make sure all your social accounts (LinkedIn, Instagram, TikTok, X, Facebook, YouTube) are connected in Metricool first.

Social Media Accounts

Connected via Metricool

Required

Connect the following platforms in Metricool before onboarding:

LinkedIn Instagram TikTok X Facebook YouTube

In Metricool: Settings → Social Accounts → Connect each platform.

Agent 2 — Amplification

Paid advertising, landing pages, and competitor scanning

Note: You only need credentials for the ad platforms you want to run ads on. Skip any platforms you don't use.

Meta Ads (Facebook + Instagram)

Paid campaigns on Facebook and Instagram

If using

What we need:

  • Ad Account ID — Format: act_123456789
  • Facebook Page ID — The Page your ads run from
  • Meta Pixel ID — For tracking conversions on your site
  • Access Token — We'll generate this together

How to find your Ad Account ID:

  1. Go to Meta Business Settings
  2. Click Accounts → Ad Accounts in the left sidebar
  3. Select your ad account — the ID is shown below the name

How to find your Pixel ID:

  1. Go to Events Manager
  2. Select your Pixel — the ID is shown in the header
  3. If you don't have a Pixel, click Connect Data Sources → Web to create one

TikTok Ads

Paid campaigns on TikTok

If using

What we need:

  • Advertiser ID — Your TikTok Ads account ID
  • TikTok Pixel ID — For conversion tracking
  • Access Token — We'll generate this together via TikTok Marketing API

How to find your Advertiser ID:

  1. Go to TikTok Ads Manager
  2. Your Advertiser ID is shown in the top-right dropdown next to your account name

How to find your Pixel ID:

  1. In TikTok Ads Manager, go to Assets → Events
  2. Select your pixel — the ID is shown in the details

LinkedIn Ads

Sponsored content on LinkedIn

If using

What we need:

  • Ad Account ID — LinkedIn Campaign Manager account
  • Organization ID — Your LinkedIn company page ID
  • Matched Audience ID — For retargeting (optional, we can create one)

How to find your Ad Account ID:

  1. Go to LinkedIn Campaign Manager
  2. Your account ID is in the URL: campaignmanager/accounts/12345678/

How to find your Organization ID:

  1. Go to your LinkedIn company page
  2. Click Admin view — the org ID is in the URL
  3. Or: Company page → Admin tools → the ID appears as a number in the URL

Google / YouTube Ads

Video and search ads via Google Ads

If using

What we need:

  • Customer ID — Format: 123-456-7890 (shown at top of Google Ads)
  • One-time authorisation — You’ll grant our app access via a Google sign-in link we send you

How to find your Customer ID:

  1. Go to Google Ads
  2. Your Customer ID is shown in the top-right corner, next to your email (format: 123-456-7890)

Authorisation step:

  1. We’ll send you a Google sign-in link
  2. Sign in with the Google account that has access to your Google Ads account
  3. Approve the requested permissions (read/manage ads)
  4. Copy the code Google shows you and send it back to us

This is a one-time setup. After that, our system manages campaigns for you automatically.

Brand Assets

For landing pages and ad creatives

Recommended
  • Company logo — PNG or SVG, high resolution
  • Brand colors — Up to 3 hex codes (e.g. #2563eb)

You can upload these later in your portal under Branding.

Landing Page Domain

Custom subdomain for your landing pages

Optional

Landing pages can live on your own domain (e.g. go.yourcompany.com) so ads link to a URL you control.

How to set it up:

  1. Choose a subdomain (e.g. go, pages, or lp)
  2. Log in to your DNS provider (GoDaddy, Cloudflare, Namecheap, etc.)
  3. Add a CNAME record:
    Type: CNAME
    Name: go
    Target: suada-landing-pages.pages.dev
  4. Let us know and we’ll add the custom domain in Cloudflare Pages

Your pages will then be available at go.yourcompany.com/page-name

If you skip this, landing pages will be served from our domain instead.

Agent 3 — Conversion

Lead qualification, email sequences, diagnostics, and call briefs

Email Sending Domain

For automated email sequences to your leads

Required

What we need:

  • Sending email address — e.g. hello@yourdomain.com
  • Sending name — e.g. "Your Company Sales Team"
  • DNS access — To verify your domain (we'll provide the DNS records)

How it works:

  1. We'll send you 3 DNS records (SPF, DKIM, DMARC) to add to your domain
  2. Add these records via your DNS provider (GoDaddy, Cloudflare, Namecheap, etc.)
  3. Once verified, emails will be sent from your domain — not ours

This ensures email deliverability and keeps your brand consistent. Emails will never come from a generic address.

Diagnostic Questions

For your lead qualification diagnostic

Required

Think about the 5 questions you'd ask a prospect to figure out if they're a good fit. For example:

  • "How many salespeople are on your team?"
  • "How do you currently train new starters?"
  • "What's your average deal cycle length?"

We'll use AI to build a scored diagnostic from these. Your leads take it, and we automatically qualify them based on their answers.

Call Booking URL

Where qualified leads book a call with your team

Required

What we need:

  • Booking page URL — e.g. https://cal.com/your-company/strategy-call

We support Cal.com, Calendly, or any booking tool with a public URL. This link is included in booking invite emails sent to qualified leads.

Cal.com webhook (optional but recommended):

If you use Cal.com, you can set up a webhook so we automatically detect when a prospect books a call. This triggers a pre-call intelligence brief sent to your team.

  1. In Cal.com, go to Settings → Developer → Webhooks
  2. Click New Webhook
  3. Subscriber URL: https://api.suadalabs.com/webhooks/calcom
  4. Set a Secret (any random string) — share it with us so we can verify webhook signatures
  5. Event triggers: select Booking Created and Booking Rescheduled

No Cal.com API key is needed — we only use the public booking link and optional webhook.

Call Brief Preferences

What you want to know before speaking to a lead

Recommended

When a lead books a call, we generate a pre-call intelligence brief and send it to your team. Tell us what's most useful:

  • Company size and industry context
  • Pain points based on diagnostic answers
  • Recommended products/services to pitch
  • Suggested talking points and objection handling

Quick Checklist

Client Onboarding Questions

Copy and send this to gather the information we need to get started

Subject: Onboarding Questions — Getting Started 
Hi,

We're excited to get started! To set up your Content Flywheel, we need a few details from you. Please answer the questions below — a few sentences for each is perfect.

---

1. BUSINESS DESCRIPTION
Describe your business — what you do, who you serve, and what makes you different from competitors.

[Your answer]


2. PRODUCTS / SERVICES
What products or services do you want to focus on over the next 30-60 days? For each one, include the name and a brief description.

[Your answer]


3. CUSTOMER PROBLEMS
What problems do these products/services solve for your customers? Why do people buy from you?

[Your answer]


4. LEAD MAGNETS / ENTRY OFFERS
What free or low-cost offers do you use to attract leads? E.g. free taster session, downloadable guide, strategy call, free diagnostic. List each one with a short description of what the prospect gets.

[Your answer]


5. IDEAL CUSTOMER
Who is your ideal customer? Include: job titles, company size, industries, and locations you typically sell to.

[Your answer]


6. COMPETITORS
List 3-5 of your main competitors (company names). We'll use these for competitive analysis and ad intelligence.

[Your answer]


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CONVERSION AGENT QUESTIONS

7. DIAGNOSTIC / QUALIFICATION QUESTIONS
What 5 questions would you ask a prospect to understand if they're a good fit for your products/services? These become your self-assessment diagnostic that leads complete. (Or just write "suggest" and we'll generate questions based on your business.)

[Your answer]


8. CALL BRIEF PREFERENCES
What information do you need to know about a lead before getting on a sales call? (e.g. company size, budget, timeline, current tools they use)

[Your answer]


9. CALL BOOKING
Do you use a calendar booking system like Cal.com or Calendly? If so, paste your booking URL below. If not, no worries — we'll set one up for you.

[Your answer]


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Just reply to this email with your answers and we'll take it from there. If you have any questions, let us know!

Thanks,
The Suada Labs Team

How we handle your credentials

Questions? Reach out to your account manager or email info@suadalabs.com