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What you need

  • A ClickBoss account. Sign up free if you do not have one.
  • Admin or advertiser access to at least one of: Meta Ads, Google Ads, Google Analytics 4, Shopify, or HubSpot.

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Step 1: Create a project

A project is a container for one brand or client. All your connected platforms, briefings, and insights live inside a project.
  1. Log in to ClickBoss.
  2. Click New Project on the home screen.
  3. Give your project a name (usually the brand or business name).
  4. Click Create.

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Step 2: Connect a platform

  1. Inside your project, click Connect a platform.
  2. Choose the platform you want to connect first.
  3. Follow the OAuth flow to authorise ClickBoss to read your data.
  4. Once connected, ClickBoss immediately runs a scan on your account.
You do not need to connect everything at once. Start with your primary paid media platform and add more later.

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Step 3: Set your targets

ClickBoss compares your daily performance against targets to generate Risk and Forecast signals. Without targets, the briefing still works but the forecast section will be limited. Targets are set directly on the Strategy Bar at the top of your project dashboard. The bar shows four metrics: Revenue, Spend, MER, and CPA.
  1. Open your project dashboard.
  2. Click any metric on the Strategy Bar (or click Set your Targets when prompted).
  3. Enter your monthly revenue, spend, and CPA targets. MER is calculated automatically.
  4. Save.

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Step 4: Wait for your first briefing

Your morning briefing arrives at 8:30am. If you connected your platform today, your first full briefing will arrive tomorrow morning.
ClickBoss also runs an immediate scan when you first connect a platform. You can view early insights on your project home screen before the morning briefing arrives.

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Next steps

How to read your briefing

Understand what RISK, GROWTH, and FORECAST mean and how to act on them.

Connect more platforms

Add Meta Ads, Google Ads, GA4, Shopify, or HubSpot to your project.