1. Competitor Insights:
Please share any applicable competitors by domain or brand name. We would recommend limiting this to 3-5 core competitors as a starting point and have added a selection proactively already which can be revised / amended.
2. Commercial Metrics (where applicable):
Access to any / 1st party data tools you wish to integrate directly with Boldstream eg. CRM or commercial data.
We have experience integrating with a range of commercial platforms, both custom and off the shelf eg. Salesforce / Oracle / Adobe. Specifically, we're keen to learn and understand how you measure success as a business and can work with you during the onboarding process to mirror this funnel directly into the Boldstream platform.
Whilst we work towards a deeper database level integration for your commercial metrics eg. revenue, in our experience we would recommend starting with basic channels eg. Google Analytics to monitor basic KPIs (details below).
3. Google Analytics / GA4 Integration
Sign in to Google Analytics.
Click Admin, and navigate to the desired account/property/view.
In the Account, Property, or View column (depending upon whether you want to add users at the account, property, or view level), click Access Management.
In the Account permissions list, click +, then click Add users.
Enter the email address for the user's Google Account ([email protected])
Select Notify new users by email to send a message to the user.
Select the permissions you want. (Admin or Analyst)
Click Add.
4. Meta Integration (as and when Facebook and Instagram handles are created):
You can provide Boldstream access to your Facebook & Instagram assets via the standard agency access model from Facebook. There are multiple ways / methods of achieving this dependent on your user setup – we recommend providing access via your Meta/Facebook Business account by following the steps below:
Your business ID corresponds to your Meta Business Manager. You may need your business ID when you share access to information such as monthly invoices or a Meta pixel.
Steps to find your business ID:
Go to Business settings.
Click Business info.
Below Business Manager info, you'll see your ID number.
Share the ID with Boldstream. Our Meta Business ID is 167733798208653
5. Twitter integration (as and when it’s created)
Boldstream has an official agency Twitter account with which clients can use to integrate their own Twitter accounts & Twitter ad accounts to.
Creating a secure integration with Boldstream from your business Twitter account requires your Business id to be provided to the Boldstream team.
1. Log in to your X (Twitter) account
2. Click on More
3. Click on Settings and privacy Click settings and privacy to give access to your X account
4. Click Security and account access
5. Go on Members you've delegated
6. Select Invite a member
7. Search the Twitter handle of the person you want to invite. @BwsIntelli58507
6. Google Search Console (full instructions here)
Open the property in Search Console.
Open the Users and permissions page in property settings (Settings > Users and permissions). This page is visible only if you're a property owner.
Click Add user
Enter the Google Account name (email) of the new user. This will be [email protected]
Choose the permission level (role) to grant the user. This only needs to be ‘Full’ user level of access.Save your changes.
7. Meta ads instructions
Go to Business settings.
Below Users, click Partners.
Click Add. Select Give a partner access to your assets.
Enter your partner's business ID (167733798208653). Click Next.
Choose the business assets that you want to assign to your partner. For each asset, choose the level of access to give them: full control or partial access. If assigning partial access, choose which tasks you want your partner to work on.
Click Save changes.
8. Google ads instructions
Go to Access and security within the Admin menu .
Select the plus button .
Enter the email address [email protected], and you can choose the access level.
Select Send invitation.
9. LinkedIn ads instructions
Sign into LinkedIn business manager: https://www.linkedin.com/marketing/businessmanager/
Visit partners tab on left hand menu
Add our partner ID: 6993550966142697472
10. Target audience mapping instructions (for synthetic testing)
Please provide us with a short description (max 100 words) of your core buyer or decision-maker.
This will be used to simulate how your core audience searches, reads, and makes decisions across SEO, content, and paid media.
Types of information we look for:
Job title(s)
Industry
Company size
Seniority (decision-maker or influencer)
Location (if relevant)
Main problem your product solves
Max 100 words. Be specific.
Example decription:
Marketing Managers and Heads of Growth at B2B SaaS companies with 50–500 employees.
Based in the UK and Western Europe. Responsible for SEO, paid media, and lead generation.
Report into a CMO or VP Marketing. Measured on pipeline, CAC, and revenue growth.
Struggle with proving ROI, managing fragmented data, and scaling acquisition efficiently.
Have budget ownership or strong influence over marketing technology purchases.