Overview

The guide below provides insight to the tasks critical for standard onboarding as an Ad Tech Platform (ATP) to Scope3. Please note, depending on integration requirements, this timeline may change and therefore should be used as an estimate only.

• Launch Phase
• Integration Phase
• Assessment Phase
• Activation Phase
• What happens next ?

Launch Phase

In this phase, you'll meet your Scope3 team and establish your project plan.

1. Kick-off call (~30min): Introduction to your dedicated Scope3 representatives composed of a Customer Success Manager (CSM) and a Solution Consultant (SC). The call will also be the opportunity to review the partnership plan together.
2. Account setup and documentation: Scope3 will create your account on our Collaborative Sustainability Platform (CSP) and provide access to the relevant documentation. This includes two pre-recorded training sessions designed to give you a comprehensive understanding of our tools and methodologies (please note these videos might have been already shared during the pre-sales process) :
   1. Methodology training (30 minutes): This session covers Scope3’s framework and carbon emissions calculations.
   2. CSP demo (30 minutes): This session show you how to navigate and use our platform.
3. Follow-up session (30 minutes): If needed, an additional meeting can be scheduled to address further questions.

Integration Phase

This phase focuses on connecting your ad delivery data to Scope3.

1. Integration setup and demo:
   1. Data sharing options (~15min): Your SC will guide you through the different type of integration between manual file upload, Cloud bucket integration or Direct API integration. The set up time for this step will be integration dependent.
   2. Supply information (~15min): The session will also cover Inventory Intelligence. This API allows ATP to map Scope3 data onto the supply that they see on a daily basis. More information on Inventory Intelligence.
2. Schema mapping (~30min): To ensure fields from your reporting system aligns with corresponding Scope3 fields, you will be asked to set up a schema mapping.
3. Data sharing test  (~ 30min):  Once the integration is configured and the schema is mapped, your SC will use a sample report to verify the integration and data accuracy.

Modeling, Verification & Assessment Phase

Following the initial kick-off sessions, we will conduct an assessment of your ad stack. This phase ensures that your inventory is accurately represented in our platform.

1. Inventory review:
   1. You will complete a provided template with your inventory and delivery metrics.
   2. Your SC will review your inventory and provide you feedback on any missing properties or carbon reduction opportunities.
2. Inventory quality analysis (~2 hours): Your CSM and SC will evaluate your inventory for GMP and GMP+ qualification; including checks for MFA and supply directness.
3. Corporate emissions : : If available, you will complete a provided sustainability template for accurate corporate emissions data.
4. Optional - Ad format (~1 hour) : If applicable, Scope3 will guide you on how to model your proprietary custom ad formats within the CSP.

Activation Phase

This phase is about activating Scope3 Products. Some steps are optional and/or dependent on your preferences.

1. Products selection:
   1. Baseline measurement and optimizations
   2. Climate Shield
      1. Scoping (~1 hour): An overview of Climate Shield and its functionalities.
      2. Integration (time dependent on integration): Segment integration is completed based on agreed-upon specifications.
   3. Green Media Products (GMP or GMP+)
      1. Overview (~45min): You will learn more about our Inventory Intelligence API , and gain deeper insights into your supply.
      2. GMP or GMP+ deal setup : Once familiarise with Scope3 data, you will be able to curate your inventory into GMP or GMP+ deals. An optional seat integration into curated platforms is also available (integration dependent).
      3. Optional - Reporting (~30min): This step is for clients who wish to use Scope3 Media Delivery for campaign emissions reporting. It includes an overview of the reporting process and configuration guidance. More information on Media Delivery schema.
2. Marketing support:  You will define your product and Go-to-Market strategy as well as your marketing collateral. Your CSM will be there to support if needed.
3. Sales training and Enablement:
   1. You will draft relevant documentation (user guides, FAQs) and define internal support strategies.
   2. Your CSM will help in delivering sales enablement training and will introduce you to Scope3’s Buyer Development Team.

What happens next ?

One month post-activation, we’ll review your progress, discuss adoption, and plan ongoing support.