Skip to main content
After creating your account, AdAdvisor walks you through a 7-step onboarding flow. This is where you tell us about your business so we can tailor everything to your needs. The whole process takes about 3-5 minutes.
Onboarding overview

Step 1: Welcome

A quick intro screen explaining what AdAdvisor will do for you. Click Start Optimization to begin.

Step 2: Organization name

Enter the name of your organization. This is the top-level container for your team and businesses.
  • If you’re a brand owner, this is typically your company name.
  • If you’re an agency, this is your agency name.
You can change your organization name later in Settings > Organization.
Organization step

Step 3: Use case

Tell us whether you’re a Brand Owner (managing ads for one business) or an Agency (managing ads for multiple clients). This affects the labels you’ll see throughout the app and the plan options available to you.
Use case step

Step 4: Business details

Enter your first business name and storefront URL.
  • Business name: The name of the brand or store you’re advertising for.
  • Storefront URL: Your website. AdAdvisor will scan this later to understand your products and generate better recommendations.
If you’re an agency, this is your first client business. You can add more businesses from the dashboard after onboarding.
Business step

Step 5: Campaign goal

Select what you want to optimize for. Right now, Drive Sales (maximizing purchases and ROAS) is available. Lead generation and brand growth are coming soon. If you select a “coming soon” option, you can join the waitlist to be notified when it launches.
Goals step

Step 6: Budget and metrics

This step has two parts:

Monthly ad budget

Pick your range from the four options:
  • Under $1,000
  • 1,000to1,000 to 5,000
  • 5,000to5,000 to 25,000
  • $25,000+

Break-even ROAS

Enter the Return on Ad Spend you need to stay profitable. This is the number AdAdvisor uses to color-code your performance metrics throughout the app.
Not sure what your break-even ROAS is? Use the calculator on the right side of the screen. Enter your Average Order Value (AOV) and cost of goods, and it will calculate it for you.
Metrics step

Step 7: Choose your plan

Pick a subscription plan and start your 7-day free trial. You won’t be charged until the trial ends.

Plans for Brand Owners

StarterPro
Price$149/mo$139.95/business/mo
Businesses12-5
FeaturesAI recommendations, one-click implementation, BI dashboard, priority supportEverything in Starter, plus multi-brand management

Plans for Agencies

StarterProAgency+
Price$149/mo$139.95/client/mo$119.95/client/mo
Clients12-56-20
FeaturesCore featuresMulti-client managementVolume discount, dedicated account manager
All plans include a 7-day free trial. You can cancel anytime before the trial ends with no charge.
After selecting a plan, you’ll be redirected to Stripe to enter your payment details. Once payment completes, AdAdvisor automatically creates your organization and business, then drops you into the dashboard.
Plan step

What happens after onboarding?

You’ll land on the AdAdvisor dashboard. From here, your next step is to connect your Meta ad account so AdAdvisor can start analyzing your campaigns.

Connect Meta Ads

Link your ad account and start syncing data.
Last modified on February 28, 2026