An Overview of the Onboarding Process
Welcome to Agency Revolution! Here, you’ll find a quick overview of the Onboarding process to get you up and running with the digital marketing solutions we provide. From sign-up to launch and beyond, here are the steps our team will guide you through so you can start growing your agency.
Step 1: We start things off with a warm welcome.
The 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.
Step 2: Get to know the team you’ll be working with.
Next, you’ll get a phone call and email from your Project Manager—your main point of contact who will help you navigate through the onboarding process from start to finish. You’ll get to know them with a friendly conversation, and they’ll give you details on timeline expectations, how to get in touch with us, and the initial steps.
💡 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.
Step 3: 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. This includes information like contact and location information, agency information, your goals, vision, and preferences—things that only you would know about your agency.
💡 Until the questionnaire is completed, we cannot start your project. It’s crucial to start this as soon as you can after signing up.
Step 4: Customization begins.
Now that you’re done with the questionnaire, you can sit back and relax. Your Project Manager will review all the details and coordinate our team to begin setting up the foundations of your project, following best practices and procedures to produce results that best represent your agency’s goals and objectives. We also go through a robust quality control process to make sure that anything you see is as perfect as possible so you can see the finished product.
Step 5: Time to review.
Now the fun begins—you get to review the work our team has put into your project. Your input is important to us, so we can assist with update requests you might have. Your Project Manager will coordinate changes with our team with quick turnaround times. Once everything is to your liking, we just need your approval to launch!
Step 6: 3, 2, 1, liftoff—it's launch time!
It’s launch time, and the efforts of your agency and our team will come to fruition when we launch the finished product out into the world. The game-changing tools, features, and capabilities you’ve been waiting for will be available to your agency and your clients. You can expect congratulations and virtual confetti from our team!
💡 If you have special requests or have specific integrations 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 Project Manager will pass the baton to our Client Experience Team. You’ll get a nice wrap-up email and outreach from our Client Experience Team the very next business day so you can get to know the crew who will help you in the next phase of your journey. The Client Experience 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 Team beyond support—an intro call from the team, quarterly check-ins, 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.
Want to get ahead?
As we work on your new Forge website and Fuse email marketing platform, visit our Help Center to learn more and even sign up for live training sessions with our team. Click here to check it out.
Manage Forge and Fuse on your agency’s workspace.
Log in to your agency’s workspace to manage your Forge and Fuse account so you can take full advantage of the tools and features available.
Need more assistance? Reach out to our Client Experience team at team@agencyrevolution.com or 800-606-0477.