Now that you know the oasis we’ve built for agencies, let’s dive in.

Simplify Onboarding

Onboarding new PPC accounts is complicated, especially when migrating or launching multiple accounts at once.

Typically, you need to keep track of a variety of tools and documents, including a usage form, a to-do worksheet, and an online invoicing system, to name a few. Multiple searches through multiple inboxes are layered on top of this juggling act.

Thanks to Pivot, you can kiss those days goodbye, or even even offer a handshake before you drive too fast.

Onboarding PPC accounts has never been simpler.

We have consolidated and streamlined these processes into a centralized experience.

Dynamic Onboarding Wizard and Short Intake Making

With Pivot, you can easily onboard new clients using the smartest onboarding wizard and dynamically generated intake briefs that exist to date.

Just navigate to the Pivot forms section, where you can initiate various requests, open the onboarding wizard, finish the pre-populated intake brief, and you’re done!

Our favorite part: the questions will dynamically change based on your input to give you 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

Have peace of mind knowing that your team will never miss an onboarding task again.

The Pivot task management section allows you to greatly reduce the space 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 make on your clients.

It’s not hyperbole to suggest that I could write an entire blog post on this feature alone.

Screenshot from Pivot, February 2022

The entire onboarding process is divided into nearly 40 bitesize tasks for total transparency and absolute clarity.

With Pivot, you’ll have the exact accuracy of 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

Each task contains a description, contingent tasks, attributes, and replacement items.

If that’s not cool enough, you can immediately move yourself to the chat thread specifically related to the task in question with one click.

That’s right, chat threads up to the actual work, not just the account.

This is not heard on other portals, especially when you consider that we are talking about the same interface where you can also manage and access items associated with every other critical part of the client journey. .

You won’t find onboarding of this caliber anywhere else.

Screenshot from Pivot, January 2022

Built-In Project Transparency-Fewer Meetings and Emails

If you check out dissatisfied clients, you’ll see poor communication near the top of the list.

This is why Pivot simplifies this important part of relationships through high accessibility and innovative 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 task-level threads, you’ll find an entire section where previous and current messages are populated.

These threads display all the high -level details you want to see without having to open them.

Pivot also gives you a breakdown of your main points of contact, their roles, and the option to schedule a meeting on the spot without leaving the portal.

Screenshot from Pivot, January 2022

Additionally, Pivot makes it easy to:

• Invite team members and manage their notifications.
• Start, suspend, and resume services.
• Request specific changes to accounts, and more.

Each feature is meant and necessary for strategic opportunity cost reduction.

Close More Deals

You will see that Pivot is more than just a portal.

Pivot is also a tool that helps in building more business.

With Pivot 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 using our PPC calculator.
• Customize and download case studies for your sales deck.
• Develop market analysis for a new prospect.

its ready. Set. Go!

Screenshot from Pivot, January 2022

Impress Your Prospects With Instant Case Studies and Presentations

Imagine projecting ROAS quickly in a sales call and attaching a photo like the one above to a follow-up email or proposal.

Pivot will give you this capability for both paid search and paid social.

With built-in strategic queries, this feature works amazing for the dynamic of a call detection.

Automatically inject a consultative touch into your meeting, set the right precedent, and accurately qualify potential clients.

Enter the data, and let Pivot do the work.

Screencast from Pivot, January 2022

Free Sales and Marketing Assets

Pivot covers each base.

Pivot provides your prospect with bonafide marketing material with your logo brand.

Not only can you do this in seconds, but you can also do it while not leaving the interface.

The same is true for downloading market reviews, and the process is almost identical.

Boosting your sales cycle has never been easier.

Scale Your Agency

If it’s an ebook, I’m happy to share more, but I’m confident you’ll get the idea.

If your agency manages multiple accounts and PPC is not your core competency, white-label has never been more meaningful.

Pivot captures the opportunity cost to 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 that agencies like you can scale more effectively while 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.