Introduction to Rocketlane Essentials
for marketing agencies
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.
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.
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.
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.
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.
Robert Block
Global Vice President of Professional Services
Céline Caux
Director, Professional Services
Becca Weiss
Sr. Director, Customer Success
Connie Lee
Strategy and Ops
Make your team more productive with advanced project templates, in-built document management, and workflow automation
Engage your clients with a self-serve portal, send status updates and reminders about upcoming tasks, and run periodic CSAT surveys
Unify project plans, documents, customer communication, and real-time collaboration with your team and your customers
Keep track of project costs, analyse team bandwidth, forecast demand for resources, and make data-driven hiring decisions
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Get a birds-eye view of all ongoing projects with the Rocketlane dashboard. Check the current status, progress, upcoming phases, and deadlines. See which projects are on track, and which ones are behind schedule. You can even integrate your CRM with Rocketlane and sync custom project fields.
Automate reminders for overdue tasks, and use status update templates to save hours spent on writing emails to all your customers. Organize all project-related documents within Rocketlane instead of hunting for links across your email threads and Slack conversations.
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.
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!
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.
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.
Likely to recommend
Ease of admin
Ease of use
Ease of admin
Ease of use
Likely to recommend
Deliver projects on time and on budget. Collaborate with your team, partners, and customers. Without scope creep, stress, or missed goals.
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