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Try it free RocMode for Brands
Run the agency · Onboard clients

Set up a new client in a day, not a month.

Onboard clients sets up the client, reads their material into the BrandGraph, runs the first Score and invites their team, in one guided flow.

Quick onboard screen: paste domains or pick prospects, detect the brands, run their Scores, and choose who receives the reports.

Sample agency and clients. Every name and figure on screen is made up.

In short

Onboard clients sets up a new client in one guided flow: paste the domain, RocMode for Agencies detects the brand and market, runs the first Score, and the report goes to the agency first.

Inside the screen

Three things to notice on Onboard clients.

Quick onboard screen: paste domains or pick prospects, detect the brands, run their Scores, and choose who receives the reports.

Sample agency and clients. Every name and figure on screen is made up.

ACDay one · Account director

Paste a domain. The brand and market are detected. The first read starts. The report comes to Mara first, never straight to the client, and the client space is one click away once she is happy.

Before RocMode for Agencies

Onboarding is weeks of decks, logins and kick-off calls.

Replaces: Kick-off decks and questionnaires
With Onboard clients

A new client, scored, in a minute.

How it works

Three steps. A person approves the last one.

1

Add the client and their website

2

RocMode for Agencies reads everything and runs the first Score

3

Invite the client team

What you get
A client set up in a day
The first Score before the kick-off
Nothing reaches the client until you share it
Where it fits

Onboard clients works on Kept.

Every feature in RocMode for Agencies lifts one stage of the Selection Ladder, the seven things that must hold for a buyer to choose a business.

The Selection LadderHow the Ladder works →
In the agency lifecycle

What needs you today, the money, the team, the brand.

Used most byLead feature for
Every agency type
Questions

What agencies ask about Onboard clients.

Also in RocMode for Agencies: Client hub

Also in the product: Client hub.

How long does it take?

Most clients are set up in a day.

Does the client need to do anything?

Approve the facts, and join if you want them to.

Can I import many clients at once?

Yes.

Ask AI for an agency like yours. See if it says your name.