Founding 100 · A lifetime seat for US$2,000, and a territory that’s yours. Opens 4 November. Claim yours →
Try it free RocMode for Brands
Onboard a client in a day

Know a new client in a day.

A month of kick-offs, questionnaires and decks before any real work starts.

How it works, step by step

3 steps, each one a screen you’ll use.

RocMode for Agencies Quick onboard screen
RocMode for Agencies Selectability Score screen
RocMode for Agencies Campaigns screen

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

STEP 1 OF 3

Read everything

The BrandGraph reads the site and documents, with sources.

RocMode for Agencies Quick onboard screen
STEP 2 OF 3

Score them

The first Score shows where to start.

RocMode for Agencies Selectability Score screen
STEP 3 OF 3

Start the work

Fixes become campaigns and tasks, already drafted.

RocMode for Agencies Campaigns screen
What you can charge

Many agencies bill onboarding as the first week of a Sprint.

How agencies price it →
Questions

What agencies ask before they start.

What does the client need to give us?

Their website and whatever documents they have.

Do they need to log in?

Only if you want them to approve facts and work.

Can Roc do it overnight?

Yes. Roc runs onboarding as a job.

What every agency runs on.

Whatever you sell, these come first: they’re how you win the client, make the work safely and prove it.

This job, and the whole product.

You’re not buying a tool for one job. All 38 features come with your seat, on Revenue. Lit up: the ones you’ll use most. Dotted: the ones every agency runs on.

Win clientsFind the prospects who are losing, open with their Score, pitch in days.
Know the clientEvery fact, sourced. Where they win and lose, moment by moment.
Plan the workFrom diagnosis to a plan the client signs.
Prove itShow the client they got picked more, in your brand.
AI that works for youAsk Roc in plain words. Approve. It’s done.
Headline for youIn every agency’s RocMode for AgenciesSee every feature →

An offer that's hard to refuse.

Your seat puts your own agency on Revenue, the top plan your clients pay US$2,000 a month for. That's a full CRM, a complete marketing platform and agency ops, all in one, for US$200. And it's free from the day your first client pays.

A full CRMDeals, pipeline, meetings, quotes and attribution, so you can see which work brought in the money.
A complete marketing platformEvery studio (Social, Ads, Earned, Partnered, Direct, Documents) plus the Website Engine, Tool Builder, email journeys and broadcasts.
Agency opsTasks, approvals, team capacity, quotes and invoices drafted into Xero, and the margin on every client.
Proof and intelYour own Selectability Score, plus competitive and industry intel and new-business opportunities.
Revenue plan for your agencyUS$2,000 a month
Your agency seatUS$200 a month
From your first paying clientUS$0
Every client after the first25% back to youRising to 30% at 10 paying brands

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