Now that you have a sense of the oasis we’ve built for agencies let’s dive in.
Simplify Onboarding
Onboarding new PPC accounts is complex, especially when migrating or launching multiple accounts at the same time.
Normally, you’d have to keep track of various tools and documents, including an intake form, a to-do worksheet, and an online invoicing system, to name a few. Layered on top of this juggling act are multiple searches through multiple inboxes.
Thanks to Pivot, you can kiss those days goodbye, or at least offer a handshake before you drive away very fast.
Onboarding PPC accounts has never been simpler.
We’ve converged and streamlined these processes into one centralized experience.
Dynamic Onboarding Wizard & Intake Brief Creation
With Pivot, you can easily onboard new clients using the smartest onboarding wizard and dynamically generated intake briefs that exist to date.
Simply navigate to Pivot’s forms section, where you can initiate various requests, open the onboarding wizard, finalize the pre-populated intake brief, and you’re done!
Our favorite part: the questions will dynamically morph based on your input to provide you with a seamless experience.
You’ll also be able to instantly see invoices as well as any payments you’ve made.
Automated Project Manager With Onboarding Task Creation
Gain peace of mind knowing that your team will never miss an onboarding task again.
Pivot’s task management section allows you to greatly reduce room for error during one of the most sensitive stages of service.
The “Tasks” feature in Pivot was designed with the understanding that onboarding is the first impression you’ll make with your clients.
It is not hyperbole to suggest I could write an entire blog post on this feature alone.
Screenshot from Pivot, February 2022
The entire onboarding process has been broken down into nearly 40 bitesize tasks for total transparency and ultimate clarity.
With Pivot, you’ll have pinpoint accuracy on where each of your accounts is at any given time, in real-time.
Complete Task Details, All In One Place – Reduce The Number Of Tools In Your Stack
Every task contains a description, contingent tasks, properties, and successor items.
If that wasn’t cool enough, you can instantly transport yourself into the chat thread specifically related to the task in question with one click.
That’s right, chat threads down to the actual task, not just the account.
This is unheard of in other portals, especially when you consider that we’re talking about the same interface where you can also manage and access items related to every other critical area of the client journey.
You will not find onboarding at this caliber anywhere else.
Screenshot from Pivot, January 2022
Built-In Project Transparency – Fewer Meetings & Emails
If you survey dissatisfied clients, you will find poor communication near the top of the list.
This is why Pivot makes this crucial area of relationships simple through high-accessibility and cutting-edge features that make emails obsolete.
Clients can easily see the status of their projects.
You can easily communicate with clients.
In addition to instant, granular access to threads at the task level, you’ll find an entire section where previous and existing messages are populated.
These threads display all the high-level details you’d want to see without needing to open them.
Pivot also supplies you with a breakdown of your primary points of contact, their roles, and the option to schedule a meeting on the spot without ever leaving the portal.
Screenshot from Pivot, January 2022
Additionally, Pivot makes it easy to:
- Invite team members and manage their notifications.
- Initiate, suspend, and resume services.
- Request specific changes to accounts, and more.
Each feature is intentional and necessary for strategically reducing opportunity cost.
Close More Deals
You can see that Pivot is much more than just a portal.
Pivot is also a tool that helps generate more business.
With Pivot’s automation, you can spend less time compiling pitches and more time pitching.
Automatically Predict New Client Revenue
With a few clicks, you can:
- Project revenue and ROAS with our PPC calculator.
- Customize and download case studies for your sales deck.
- Generate a market analysis for a new prospect.
Ready. Set. Go!
Screenshot from Pivot, January 2022
Impress Your Prospects With Instant Case Studies & Presentations
Imagine projecting ROAS on the fly during a sales call and attaching an image like the one above into a follow-up email or proposal.
Pivot empowers you with this capability for both paid search and paid social.
With built-in strategic questions, this feature works wonders for the dynamic of a discovery call.
Automatically inject a consultative touch into your meeting, set a proper precedent, and accurately qualify potential clients.
Enter in the data, and let Pivot do the work.
Screencast from Pivot, January 2022
Free Sales & Marketing Assets
Pivot has every base covered.
Pivot supplies your prospect with bonafide marketing material branded with your logo.
Not only are you able to generate these within seconds, but you’re also able to do so while never leaving the interface.
The same holds true for downloading market analyses, and the process is nearly identical.
Beefing up your sales cycle has never been easier.
Scale Your Agency
If this were an ebook, I’d happily share more, but I trust you get the idea.
If your agency manages multiple accounts and PPC is not your core competency, white-labeling has never made more sense.
Pivot is taking opportunity cost to the cleaners by combining US-based talent and optimized communication with its innovation.
The vision for “service as a software” has paved the way for white-label PPC to have a turnkey solution.
We’ve pursued this so agencies like yours can scale more effectively as you stay focused on your areas of expertise.
Schedule a discovery call with our Growth Manager today to learn more about how we can help you take your digital marketing firm to the next level.
Stay focused.
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Author: Daniel Holdeman
