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.
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, and 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 since billing does begin right away.
Step 3: Get to know the team you’ll be working with.
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 onboarding process from start to finish.
Your Project Manager will 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 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 4: Customization begins.
Now that you’re done with the questionnaire and we have all the information we need, 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 & 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.
How long does it take?
It typically takes about four to six weeks for you to receive your customized project. However, much of this depends on you! The more proactive you are, the faster we can get your project through our production process. For example, we can’t start the customization phase until we have your completed questionnaire and any related follow-up items. Then, once we receive your feedback, we plan on another week or two (depending on the scope of the changes).
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 subscription, will they be onboarded at the same time?
Add-ons require the complete setup of one of our core products (Forge or Fuse) 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.
Manage your agency’s workspace.
Log in to your agency’s workspace to manage your 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.