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EmergentEMERGENT
Emergent SolutionsKnowledge Base

Your First Engagement

What to expect when starting a project with Emergent Solutions.

Before We Start

What We Need From You

To hit the ground running, please prepare:

  • [ ] Access to existing analytics - GA4, GTM, and any other platforms
  • [ ] Key stakeholder contacts - Who should we interview?
  • [ ] Business context - Goals, challenges, and priorities
  • [ ] Technical contacts - Developers who can assist with implementation
  • [ ] Documentation - Any existing measurement specs or requirements

What We'll Provide

  • Engagement agreement - Scope, timeline, and pricing
  • Project kickoff deck - Agenda and objectives for our first meeting
  • Communication setup - Slack channel and project board invites
  • Initial questionnaire - To gather baseline information

Week 1: Kickoff

Day 1-2: Orientation

  • Introductions and team alignment
  • Review of objectives and success criteria
  • Access setup and tool verification
  • Initial technical exploration

Day 3-5: Discovery Begins

  • Stakeholder interviews
  • Technical audit of existing setup
  • Documentation of current state
  • Identification of quick wins

Ongoing Collaboration

Your Role

Active participation helps us deliver better results:

  • Responsive communication - Quick answers to questions keep momentum
  • Access facilitation - Help us get access to the tools and people we need
  • Feedback loops - Let us know when something isn't working
  • Decision making - Provide timely input on options and tradeoffs

Our Commitments

  • Transparency - No surprises; we flag issues early
  • Documentation - Everything we build is documented
  • Knowledge transfer - Your team will understand what we've done
  • Quality - Thorough testing before anything goes live

Common First Engagement Scenarios

Scenario 1: GA4 Migration

You're moving from Universal Analytics to GA4:

  1. Audit existing UA implementation
  2. Design GA4 measurement strategy
  3. Implement GA4 alongside UA (parallel tracking)
  4. Validate data quality
  5. Transition and sunset UA

Scenario 2: GTM Cleanup

Your GTM container has become unmanageable:

  1. Audit existing tags, triggers, and variables
  2. Identify issues and redundancies
  3. Design improved architecture
  4. Rebuild container with best practices
  5. Document and train team

Scenario 3: New Implementation

Starting from scratch with analytics:

  1. Define measurement requirements
  2. Design data layer schema
  3. Implement GTM foundation
  4. Deploy core tracking
  5. Iterate based on stakeholder feedback

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