An Overview of the Fuse Onboarding Process
Welcome to Agency Revolution! Here, you’ll find a quick overview of the Fuse Onboarding process. From sign-up to launch and beyond, here are the steps our team will guide you through so you can start growing your agency.
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Step 1: We start things off with a warm welcome.
The Fuse marketing automation onboarding process starts with a welcome email from the onboarding team to say hello and lay out the game plan for your project with us. We’ll provide you with the information you need to get started, including a quick questionnaire to complete.
While our team will follow up with you regularly to ensure you have the support you need, you will not be assigned a dedicated Project Manager until the questionnaire is complete.
💡 To ensure you receive email communications from our team, please mark agencyrevolution.com as a safe sender.
Step 2: Complete a quick questionnaire, then we get to work.
Your first order of business is to complete a quick questionnaire. This typically takes 30 minutes or less and asks for the basics we need to know about your agency to meet your goals and needs.
The questionnaire asks about your agency, the types of insurance you offer, your brand preferences, the foundational campaigns you’re interested in, and more. You can also send us your logo and any other files. Ultimately, the more you tell us about your insurance agency, the better!
💡 Until the questionnaire is completed, we cannot start your project. It’s crucial to start this as soon as you can after signing up since billing does begin right away.
Step 3: Get to know the team you’ll be working with, and schedule AMS integration.
Once you complete your questionnaire, you will be assigned a dedicated Project Manager—your main point of contact who will help you navigate through the Fuse marketing automation onboarding process from start to finish.
Your dedicated Project Manager will review the questionnaire in detail within a day or two of submission. They’ll also reach out by phone and email to introduce themselves. You’ll get to know them with a friendly conversation, and they’ll give you details about any remaining pieces and timeline expectations. They’ll also schedule your AMS connection call to sync your agency management system with Fuse.
💡 Timelines will vary and depend on a variety of factors, including your availability for calls and scheduled meetings, as well as how quickly you submit the questionnaire.
Depending on your agency management system, these calls can range anywhere from 30 minutes to an hour. Some management systems require a secondary call to complete our sync.
Once Fuse and your AMS are talking, the hard part is over! You can sit back and relax while our team gets to work.
💡Before we schedule your AMS integration call, it is important that your team has proper access within your agency management system to avoid delays. If you are unsure, please contact your Project Manager before scheduling the call.
Step 4: Customization begins.
Now that you’re done with the questionnaire and the AMS connection, you can sit back and relax. Your Project Manager will review all the details and begin setting up the foundations of your Fuse marketing automation Workspace. When the customization of your workspace and campaigns is complete, we’ll send you the content and schedule a call to review!
💡 With every project, we have a team of real people working on things. This includes your Project Manager and Integration Specialist. You’ll work closely with your Project Manager, so let them know if you have any questions!
Step 5: Time to review.
Now the fun begins—you get to review the work our team has put into your project.
Your Project Manager will coordinate a call to review your campaigns in detail so you understand who they are targeting, how they are triggered, and what messaging is being sent.
Your input is important to us, so we can assist with update requests you might have. Your Project Manager will work with our team on your updates. Once everything is to your liking, we just need your approval on the campaigns to schedule your launch!
Step 6: 3, 2, 1, liftoff—it's launch time!
After you’ve reviewed your campaigns and given approval, we get into the launch process.
Your Project Manager will schedule a dedicated call to activate the campaigns you’ve approved. They will make sure you are able to log into Fuse and give a quick tour of the product before launching your campaigns!
Once launched, your campaigns begin sending to your clients, and your onboarding is complete!
💡 If you have special requests or have specific campaigns in mind, we can review those with you during Onboarding. However, you can still launch as soon as we get your approval since we can make updates for you even after launching—that way you can get things started sooner.
Step 7: Get the support you need from a team you can trust.
Now that you’ve launched your Fuse marketing automation Workspace, your Project Manager will pass the baton to our Client Experience & Success Team. Before wrapping up the project, your Project Manager will make sure you’re scheduled for a Kickoff call with a Client Success Manager within a few days of launching. You’ll also get a nice wrap-up email with additional details on how to reach out to us for immediate support.
On the Kickoff call, the Client Success Manager will conduct a brief training of the platform, handle any special requests , and assist with setting up your add-on(s) if they are part of your subscription.
The Client Experience & Success Team will be just as dedicated to you, helping with live training, change requests, regular check-ins, or simply answering your questions along the way.
💡 Here’s what you can expect from our Client Experience & Success Team beyond support: a kickoff call, quarterly strategy calls, annual reviews, and live training. Needless to say, you’ll be getting ongoing support from our team that makes all the difference in staying on the cutting edge. Click here to register for live training.
Step 8: Start your journey toward success and growth for your agency.
While your onboarding journey is complete at this point, this is just the beginning. At Agency Revolution, we are your ally and partner in your digital marketing journey, and we're with you every step of the way. We offer tools and features through our solutions
to help you grow your agency.
Frequently asked questions.
How does the billing work?
We like to keep this really simple. The monthly billing begins immediately after you sign up. If you haven’t already, be sure to set up auto-pay via credit card for the ultimate convenience.
What’s included with my Fuse onboarding?
Your Fuse marketing automation onboarding includes the complete set up and customization of your Workspace and foundational campaigns that help you retain, grow your agency, and create brand advocates. We’ve selected these campaigns based on data-driven best practices.
Can I request custom campaigns during onboarding?
We’re happy to discuss your custom campaign goals during onboarding to ensure we understand how you want to use Fuse marketing automation outside of the foundational campaigns we set up for you. However, all custom campaign requests will be handled post-launch by our Client Experience & Success Team. Don’t worry, we’ll make sure your request is documented as we make a warm transition.
How long does it take?
It typically takes about six weeks for you to complete Fuse onboarding and begin launching campaigns. However, much of this depends on you! The more proactive you are, the faster we can customize your campaigns and move you through our production process.
Of course, we’ll keep things moving as quickly as we can, but we’ll never sacrifice quality. Our reputation—and yours—depends on it!
If I purchased add-ons with my Fuse subscription, will they be onboarded at the same time?
Fuse add-ons require the complete setup of your Fuse marketing automation and will be onboarded post-launch by our Client Success Team. Rest assured, your Project Manager will ensure a smooth transition, so you have nothing to worry about.
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Need more assistance? Reach out to our Client Experience team at team@agencyrevolution.com or 800-606-0477.