Welcome to Conduit’s onboarding guide! The first 90 days are integral and are designed to set up your agency for success through our "streamline, upgrade, and scale" approach. This guide will walk you through our structured process, which includes clear communication, comprehensive training, and targeted performance goals at each stage, ensuring you receive the support you need every step of the way.
Feel free to use the links below to navigate to the portion of onboarding that you're looking for:
Streamline (Days 0-45)
Here's what you can expect for the first 45 days of your time with Conduit.
Deep dive into accounts
Begin the access and onboarding process
Bulk transition of accounts and kickoff call
Set up and launch the first accounts' campaigns
Transition Blueprints developed & delivered
First Monthly Account Call with dedicated Account Manager
1st Pulse Check with your Agency Relationship Managers
Goals and key performance actions (KPAS) identified learning and recommendations (all goals and KPAs identified during the transition process)
Learning phase of initial accounts
First initial reporting phase begins (recap or analysis)
Performance Dashboards being built
Key Trainings:
Welcome Training:
Overview of the onboarding process
Goals, KPAs, and success
Understanding of transition needs
Communication turnarounds
Agency Hub
Teamwork
Forms
Help Center
Account Access Training
Performance Tools Training (after the first report)
Upgrade (Days 46 - 90)
Here's what you can expect for days 46 - 90 with Conduit.
The majority of your remaining accounts are fully onboarded
Ongoing proactive communication
Monthly Account Call is set and in motion with your Account Manager
First Premier Call (*If applicable)
2nd Pulse Check with your Agency Relationship Managers
Goals and KPAs are in place, tracked, and campaigns are being analyzed and reported on, and optimized for
Performance dashboards are running
Proactive data-driven optimizations and recommendations based on the learning phase, launch, and analysts
First reports are executed fully and delivered (recap or analysis)
Key Trainings:
Additional Dashboard Training
Performance Dashboard
Finance Dashboard: within Agency Hub
New Business Training/Discussion
Rate Card Refresher
Retail Pricing Alignment Discussion
Margin Calculator Introduction
Additional Refreshers as needed
Scale (Days 91 - 120+)
Here's what you can expect for days 91-120 and beyond with Conduit.
All accounts are onboarded
Monthly Account Call
Second Premier Call (*If applicable)
Agency Partner Survey
3rd Pulse Check with your Agency Relationship Managers, zeroing in on the experience and opportunities, shifting focus on omnichannel performance/partnership and growth opportunities (upgrades to existing accounts and new business funnel)
Goals and KPAs are at the forefront of reporting, strategic consultation, and data-driven decisions
Performance dashboards are being utilized and providing tangible insight
Proactive optimizations and recommendations based on continual optimizations, monitoring, performance, and analysis
Reporting regularly (recap or analysis)
Key Trainings:
Sales Support Training is Unlocked
Margin Calculator
Playbook
Sales Support Services (Market Opportunity Assessments, Strategic Recommendations, and Land & Expands)
Discussion of retail pricing and custom packages
First Product Training
Additional Refreshers as needed
Summary of training by phase
Streamline
The first step after your agency signs the MSA is to join a welcome call with Conduit’s Client Experience (CX) team. During this call, we'll introduce you to our Help Center, explain how to communicate with us using Teamwork, review onboarding forms, guide you through your Agency Hub, discuss goals and KPAs, provide an overview of your first 90 days, and outline the next steps for transitioning your accounts. After this call, you'll start transitioning accounts before moving on to the next phase. Additionally, we will schedule an access call to help navigate the access process, ensuring a seamless setup for your accounts.
Upgrade
After your transition accounts go live, we schedule two essential calls. The first call focuses on your Performance Dashboard and Financial Dashboard, ensuring you have a clear understanding of how to use our tools and interpret the data, getting you what you need in the most tangible, meaningful way. The second call is an initial New Business discussion where we review the rate card, discuss retail pricing alignment, and introduce you to our Margin Calculator. Additionally, we offer refresher sessions as needed to support your ongoing success.
Scale
In the Scale phase of your agency’s onboarding, we focus on equipping your team with the tools and knowledge to seize growth opportunities. The first training, our Sales Support Training, is unlocked at the 90-day mark. This training covers our Sales Support Service tools, including a refresher on the Margin Calculator, an introduction to our Product Playbook, and guidance on the various Sales Support Services we provide. These services include Market Opportunity Assessments (MOAs) and Strategic Recommendations for new business opportunities and Land & Expands for existing accounts. Additionally, we’ll discuss retail pricing and custom packages tailored to your needs as your team goes to market. This phase also includes your first Product Training to ensure you're well-versed in our offerings and can sell confidently. As always, we provide additional refreshers as needed to support your ongoing success.