Welcome to Agency Revolution! Here, you'll find a quick overview of what to expect after signing up for Standalone Pipeline — from your welcome email to your first fully configured pipeline.
Step 1: We start things off with a warm welcome.
After you sign up, you'll receive a welcome email from our onboarding team. This email includes a short questionnaire asking for the basics about your agency, along with your choice of which Quick Start Pipelines you'd like enabled in your workspace.
💡 To ensure you receive email communications from our team, please mark agencyrevolution.com as a safe sender.
Step 2: Get to know the team you'll be working with.
Once your welcome email goes out, you'll be assigned a dedicated Project Manager — your main point of contact throughout onboarding. They'll reach out to introduce themselves, walk you through what's next, and answer any questions about the process.
💡 Timelines will vary depending on your availability and how quickly you submit your questionnaire.
Step 3: Submit your questionnaire, then we get to work.
Once you submit your completed questionnaire, our team gets started. We'll customize your workspace with the branding details you provided and enable the Quick Start Pipelines you selected. This process is streamlined to keep delays to a minimum
💡 Billing begins as soon as you sign up, so submitting your questionnaire quickly helps us get your workspace customized and your Quick Start Pipelines live sooner.
Step 4: Learn the ropes with a quick video guide.
When your Quick Start Pipelines are ready, we'll send you a short video walkthrough covering how to add contacts and move them from stage to stage. Our goal is to have you working your pipeline confidently from day one.
💡 Keep the video handy for reference — if anything's unclear once you start adding leads, your Project Manager is happy to walk through it with you live.
Step 5: Get the support you need from a team you can trust.
Once you're up and running, our Customer Experience team is just a message away for any questions or issues that come up as you start using Standalone Pipeline.
💡 You can reach our Customer Experience team anytime at team@agencyrevolution.com or 800-606-0477.
Step 6: Start your journey toward growth for your agency.
While onboarding is complete at this point, this is just the beginning. At Agency Revolution, we're your partner in growing your agency, and we're glad to have you on board with Standalone Pipeline.
💡 Ready to dive in? Check out our Getting Started with Standalone Pipeline article to learn how to manage leads with My Day and automate follow-up with Pipeline Journeys.
Frequently asked questions.
How does the billing work?
At Agency Revolution, we believe in making our billing process as transparent as possible so you understand exactly what you are paying for and the work that goes on behind the scenes to get your project up and running.
Setup Fee (One-Time Per New Service)
When you first sign up with us, there is a nominal setup fee. The setup fee covers setting up your account details, workspace, and technical settings to ensure the process goes smoothly, so we can begin your onboarding.
Monthly Subscription (Begins After Sign-Up)
In addition to the initial setup fee, the monthly billing cycle begins immediately upon signing up. The reason for this is to ensure your project receives ongoing support from the beginning and after launch. To make this simple and convenient, we recommend setting up auto-pay via credit card.
Do I need my agency management system connected to use this?
No — Standalone Pipeline works entirely on its own. Add accounts by hand or upload a CSV, and you're all set to start tracking leads.
Can I add leads without an email address?
Yes. You can track a lead with just a name and add their email whenever it becomes available.
Can I combine this with my other AR tools?
Standalone Pipeline works alongside Forge. It isn't compatible with Fuse, since Fuse already includes its own pipeline tools, or with other add-ons at this time.
How long does it take?
It typically takes about a week to complete Standalone Pipeline onboarding and begin using your Quick Start Pipelines. Much of this depends on you — the sooner you submit your questionnaire, the faster we can customize your workspace and get you moving.
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.