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EmergentEMERGENT
Emergent SolutionsKnowledge Base

Onboarding

Guide for new team members and clients getting started with Emergent Solutions.

New Team Member Onboarding

Week 1: Orientation

Day 1-2: Setup

  • [ ] Get access to company accounts (email, Slack, project tools)
  • [ ] Set up development environment
  • [ ] Review company handbook and policies
  • [ ] Meet the team

Day 3-5: Learning

  • [ ] Read through this knowledge base
  • [ ] Complete GA4 certification (if not certified)
  • [ ] Complete GTM certification (if not certified)
  • [ ] Shadow current projects

Week 2: Deep Dive

  • [ ] Review 2-3 past project deliverables
  • [ ] Understand our standard processes
  • [ ] Study our documentation templates
  • [ ] Begin contributing to active projects

Week 3-4: Contributing

  • [ ] Take on small tasks independently
  • [ ] Participate in client calls
  • [ ] Create documentation for something you learned
  • [ ] Complete a small project component

Required Certifications

Google Certifications

| Certification | Required By | Resources | |---------------|-------------|-----------| | GA4 | Week 2 | Skillshop | | GTM Fundamentals | Week 3 | Skillshop | | Google Ads Search | Month 2 | Skillshop |

Recommended Reading

  • Google Analytics documentation
  • GTM developer documentation
  • Simo Ahava's blog (industry reference)
  • Measure School YouTube channel

Client Onboarding

What Clients Need to Provide

Required Access

| Platform | Access Level | Purpose | |----------|--------------|---------| | Google Analytics | Editor or Admin | Configure tracking | | Google Tag Manager | Publish access | Implement tags | | Google Ads | Standard access | Conversion setup | | Website | Staging access | Testing |

Information Needed

  • [ ] Business objectives and KPIs
  • [ ] Key user journeys to track
  • [ ] Conversion definitions
  • [ ] Technical contacts
  • [ ] Existing documentation

Client Communication Setup

Channels

  • Slack - Primary communication
  • Email - Formal documentation
  • Video calls - Kickoff, demos, reviews

Cadence

| Meeting | Frequency | Purpose | |---------|-----------|---------| | Kickoff | Once | Align on objectives | | Status | Weekly | Progress updates | | Review | Bi-weekly | Demo deliverables | | Retrospective | End of project | Lessons learned |

Tools Setup

Development Environment

# Required tools
- Node.js (LTS version)
- VS Code or preferred editor
- Chrome with debugging extensions
- GTM Preview mode
- GA4 DebugView access

Browser Extensions

Install these for analytics work:

  1. Google Tag Assistant
  2. Omnibug
  3. Adswerve dataLayer Inspector
  4. Facebook Pixel Helper
  5. Wasp.inspector

Project Templates

Located in our shared drive:

  • Measurement plan template
  • Data layer specification template
  • QA checklist template
  • Implementation documentation template
  • Training presentation template

Knowledge Base Navigation

For Quick Answers

  • Use the search bar at the top
  • Browse the sidebar by category
  • Check the playbooks for step-by-step guides

For Deep Learning

Start with these in order:

  1. What We Do
  2. How We Work
  3. GA4 Setup Guide
  4. GTM Best Practices

For Client Work

Reference:

Next: Delivery Process