What is PipeRocket’s process for onboarding your new clients after a successful marketing company search?

PipeRocket has a structured and collaborative onboarding process designed for a smooth transition for your new clients. After a successful marketing company search, we begin with a comprehensive discovery phase, deep-diving into your business goals, target audience, existing marketing assets, and internal processes. This includes kickoff meetings, access to analytics and CRM, and outlining clear communication protocols. We then develop a detailed strategic roadmap with measurable milestones, ensuring full alignment and transparency before campaign execution begins, setting the foundation for a strong partnership with your company.