## Higher ROI for clients = higher revenue for your marketing agency There’s a smarter way to win clients, deliver client projects, and retain clients. Say hello to Rocketlane, a partner you can trust to help you maximize client ROI and realize your agency’s true revenue potential. ### Supercharge your team’s ability to deliver marketing projects for clients ###### Rocketlane empowers your team to deliver projects efficiently and helps your clients realize ROI faster ##### Make creative collaboration hassle-free Each creative deliverable can run into multiple iterations. This means endless back-and-forth over email threads, phone calls, and meetings. You need a tool that enables real-time feedback and seamless collaboration between your team and your clients. ##### Create a winning impression on clients To win new clients, you need to (i) showcase creative assets, and (ii) present a comprehensive project plan. A tangled mess of multiple tools and a clunky spreadsheet should not be your client’s first impression of your agency. ##### Have strategic client conversations Your account managers are constantly following up with internal teams and clients to keep projects moving. You need a tool that provides self-serve visibility into project status for clients, so your AMs can focus on high-value strategic touch points with clients. ##### Bring predictability into project delivery Projects can get delayed due to tasks pending on your client, and missing deadlines can hurt your agency’s bottom line. To keep your clients accountable, you need a tool that’s purpose built for client project delivery. ## Why Customers Love Rocketlane #### Rocketlane is shifting our customer onboarding experience into high gear; taking us from just task management to strategic delivery partner with greater visibility and collaboration on project activities, ultimately driving up CSAT. Robert Block Global Vice President of Professional Services # 10% #### Increase in CSAT ratings #### When I look at the number of accounts an implementation manager could easily manage pre-Rocketlane and post-Rocketlane, we can see a really massive improvement there. Within two months, we’ve been able to accelerate time-to-value for our customers by 20%! Céline Caux Director, Professional Services # 20% #### Improvement in time-to-value #### Our customers are more involved than ever. Rocketlane's customer portal gives them real-time visibility into the status of their onboarding project. They can complete tasks on time because they know exactly what they need to do and when they need to do it and also hit us up instantly via built-in chat to communicate more effectively. Becca Weiss Sr. Director, Customer Success # 70% #### Improvement in go-live time #### Rocketlane saves us hundreds of hours. Our customers are very appreciative of how transparent the onboarding process is for them. Seeing the whole outline of the journey laid out for them helps our customers to build trust with us. Connie Lee Strategy and Ops # **120** #### Hours saved every month ### Four reasons why client project delivery is better on Rocketlane [**Deliver more client projects with a lean team**\](https://www.rocketlane.com/industry/marketing-customer-onboarding#consistency) [**Collaborate effortlessly with your customers**\](https://www.rocketlane.com/industry/marketing-customer-onboarding#customer) [**Manage all your project activity from one place**\](https://www.rocketlane.com/industry/marketing-customer-onboarding#project) [**Maximize profitability for every project**\](https://www.rocketlane.com/industry/marketing-customer-onboarding#visibility) ### Get a headstart on every project Take the heavy lifting out of day-to-day project execution with Rocketlane’s advanced templating capabilities. Be it project plans, documents, forms, or status updates - create once, and reuse them any number of times. ###### Templatize project plans Set up project templates for different customer verticals, and save hours for your team every week. With reusable templates, you can create a project plan with phases, milestones, tasks, boilerplate documents, and forms in just a few clicks. ###### Craft bespoke workflows Use customer attributes to trigger custom execution pathways with Dynamic Templates. You can automate the creation of phases, tasks, forms, et al based on conditional logic. This means you can create tailor-made project plans for a wide spectrum of customers on the fly. ###### Expand your portfolio with ease Codify the context of client projects into reusable task templates. Craft a personalized project plan for your client by merging multiple templates. Enable your team to become successively more efficient at executing bigger projects, and win larger deals with existing clients. ### Create an engaging customer experience With an easy-to-access, self-serve customer portal, Rocketlane puts your customer at the core of every project. Make customers feel invested in the project delivery journey with seamless two-way collaboration. ###### Hold your customers accountable Your customers need to do their share of the heavy lifting to bring a project to fruition. With the Rocketlane Customer Portal, customers know what tasks they need to complete, which documents they need to share, and what approvals are pending on them. ###### Simplify customer collaboration Have real-time discussions with your customers around tasks and projects on Chat, share-edit-upload documents using Spaces, and collect all the necessary information and approvals with built-in forms. Make sure every client project keeps rolling along smoothly. ###### Keep your customers in the loop Share status updates summarizing what you accomplished, send reminders about task deadlines, and standardize your communication with templates. You can push project updates to your customers’ Slack workspace with our native integration. ### Achieve breakthrough productivity gains Save hours every week for your team with complete visibility into project execution, seamless collaboration on tasks, and out-of-the-box reporting on metrics. With Rocketlane’s sleek, easy-to-use UI your team will realize tangible results in no time. ###### Your all-in-one toolkit for project delivery Chart out a project roadmap with well-defined phases, milestones, tasks, owners, and deadlines. Have conversations with your customers and your team in real-time with in-built Chat. And with in-house forms and native document editing, you can get a lot more done without leaving Rocketlane. ### Turn a profit on every project in your portfolio Keep costs in control and make sure projects stay on budget. Get complete visibility into resource availability and team bandwidth. Plan your project timelines and resource requirements accurately. ###### Optimize your team’s bandwidth Get to know who on your team is available to take on projects, who is occupied, and when they will be available. Make the most of your available resources, and avoid burn out for your team members! ###### Predict resource requirements Understand the demand for different roles from projects across your portfolio, and predict when you are likely to face a resource crunch. Use these insights to make accurate and timely hiring decisions. ###### Increase your billable hours Find out where your team spends their time - Are they executing billable tasks on customer projects? Are administrative tasks eating into their bandwidth? Analyze time sheets and take corrective measures on time.