White glove onboarding for a smooth start

Need an onboarding plan that aligns with your team’s goals and schedule? You got it. Your onboarding pathway will be customized for your marketing agency’s success and quick time-to-value. You’ll learn how to onboard your client campaigns, integrate metrics, and visualize your data to quickly meet the needs of your clients and your agency.

On the Agency Pro plan, your agency is assigned a dedicated customer success manager (CSM) to get you set up and knowledgeable about your AgencyAnalytics digital marketing reporting toolkit, arrange any required data migration, and ensure your agency achieves your specific goals. Your CSM will also work with your team to establish and guide you along the best onboarding timeline to suit your needs.

Want to onboard more teammates? Need training for specific teams within your company? Have questions about agency best practices? Ongoing customized training and assistance is all included in your white glove onboarding experience. Connect through email, schedule a call, or book a live training session—your CSM will make sure your account and your team are set up to achieve your agency’s targets in a way that works best for you.

Your agency’s dedicated CSM is there to keep tabs on your progress and ensure your account setup aligns with your goals. This includes providing tips and best practices to streamline your agency’s reporting process. They’ll even help you set up report templates and dashboard templates customized to your specific needs. Spend less time reporting and more time on the work that creates results for your clients.