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Onboarding and Implementation

Overview

Lucit provides structured onboarding for all new operators, covering both the sales team and the creative team. The onboarding process is designed to get your team fully operational as quickly as possible, with ongoing support available throughout your entire relationship with Lucit.


Onboarding Timeline and Milestones

Sales Team Training (3 Sessions)

Lucit schedules three training sessions of approximately one hour each with your sales team:

Session Focus
Session 1 Full, complete demo of the Lucit platform — what it does, what's possible, and how to present it to clients
Session 2 Hands-on: sales team members log in, add accounts, explore the platform with direct guidance
Session 3 Q&A, edge cases, and any remaining questions after the team has had time to explore independently

Creative Team Training

  • 90-minute initial training session for your creative / design team focused on the Template Designer
  • Follow-on training sessions are scheduled as needed when working through the first production designs
  • Lucit works alongside your creative team during early template builds to ensure a successful first design

Ongoing Standing Meeting

After initial onboarding, Lucit schedules a monthly or bi-monthly standing meeting that your sales team can join to:

  • Ask client-specific questions about dynamic creative ideas
  • Get updates on new features and integrations
  • Brainstorm dynamic campaign ideas for specific verticals or clients

What to Expect in the First 90 Days

Phase What Happens
Days 1–30 Initial training sessions complete; first accounts created; first templates built with Lucit's assistance
Days 30–60 Sales team actively presenting Lucit to clients; first dynamic campaigns going live; Lucit provides close support for any questions
Days 60–90 Team becomes increasingly self-sufficient; standing meeting cadence established; creative team building templates independently

Ongoing Support

Lucit provides support throughout your entire operator relationship, with particularly high-touch support during the initial months while everyone is getting up to speed.

Support Channels

Channel Access
Email Reach Lucit support via email for non-urgent questions and detailed troubleshooting
Phone Direct phone support for urgent issues or when a conversation is more efficient
In-App Help Center Accessible directly within the Lucit application — help articles, guides, and contact options without leaving the platform

Support Philosophy

  • Lucit is available to help throughout the entire operator relationship
  • During the first few months, expect more frequent and hands-on involvement from the Lucit team
  • As your team gains confidence, Lucit transitions into a standing meeting + on-demand support model
  • The monthly/bi-monthly standing meeting remains available for ongoing questions, new ideas, and client-specific brainstorming

Keys to a Successful Launch

Based on experience with operators across the platform, the following habits drive the strongest adoption:

  1. Show every client what's possible — demonstrate Lucit to every advertiser, not just the ones you think will be interested
  2. Generate dynamic ideas proactively — prepare 2–3 dynamic creative concepts for each client and present them as ideas; dynamic campaigns are often a new and exciting concept that clients respond to strongly
  3. Target social-media-active clients first — businesses that already manage Instagram, Facebook, or TikTok advertising are natural early adopters; the pitch is simple: "Manage this billboard the same way you manage your Instagram"
  4. Build Lucit into the price — avoid presenting Lucit as a line-item add-on; instead, build the cost into your overall campaign pricing for new campaigns going forward

See Operator Best Practices for a deeper guide on adoption strategies.