{"id":13768,"date":"2022-02-16T06:06:07","date_gmt":"2022-02-16T06:06:07","guid":{"rendered":"https:\/\/mailinvest.blog\/index.php\/2022\/02\/16\/ppc-management-the-first-turnkey-white-label-ppc-platform-pivot\/"},"modified":"2022-02-16T06:06:07","modified_gmt":"2022-02-16T06:06:07","slug":"ppc-management-the-first-turnkey-white-label-ppc-platform-pivot","status":"publish","type":"post","link":"https:\/\/mailinvest.blog\/index.php\/2022\/02\/16\/ppc-management-the-first-turnkey-white-label-ppc-platform-pivot\/","title":{"rendered":"PPC Management \u2013 The First Turnkey White-Label PPC Platform, Pivot"},"content":{"rendered":"

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Now that you have a sense of the oasis we\u2019ve built for agencies let\u2019s dive in.<\/p>\n

Simplify Onboarding<\/h2>\n

Onboarding new PPC accounts is complex, especially when\u00a0migrating or launching multiple accounts at the same time.<\/p>\n

Normally, you\u2019d have to keep track of various tools and documents, including an intake form, a to-do worksheet, and an online invoicing system, to name a few. Layered on top of this juggling act are multiple searches through multiple inboxes.<\/p>\n

Thanks to Pivot, you can kiss those days goodbye, or at least offer a handshake before you drive away very fast.<\/p>\n

Onboarding PPC accounts has never been simpler.<\/p>\n

We\u2019ve converged and streamlined these processes into one centralized experience.<\/p>\n

Dynamic Onboarding Wizard & Intake Brief Creation<\/h3>\n

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

Simply navigate to Pivot\u2019s forms section, where you can initiate various requests, open the onboarding wizard, finalize the pre-populated intake brief, and you\u2019re done!<\/p>\n

Our favorite part: the questions will dynamically morph based on your input to provide you with a seamless experience.<\/p>\n

You\u2019ll also be able to instantly see invoices as well as any payments you\u2019ve made.<\/p>\n

Automated Project Manager With Onboarding Task Creation<\/h3>\n

Gain peace of mind knowing that your team will never miss an onboarding task again.<\/p>\n

Pivot\u2019s task management section allows you to greatly reduce room for error during one of the most sensitive stages of service.<\/p>\n

The \u201cTasks\u201d feature in Pivot was designed with the understanding that onboarding is the first impression you\u2019ll make with your clients.<\/p>\n

It is not hyperbole to suggest I could write an entire blog post on this feature alone.<\/p>\n

\"PPC<\/p>\n

Screenshot from Pivot, February 2022<\/p>\n

The entire onboarding process has been broken down into nearly 40 bitesize tasks for total transparency and ultimate clarity.<\/p>\n

With Pivot, you\u2019ll have pinpoint accuracy on where each of your accounts is at any given time, in real-time.<\/p>\n

Complete Task Details, All In One Place \u2013 Reduce The Number Of Tools In Your Stack<\/strong><\/p>\n

Every task contains a description, contingent tasks, properties, and successor items.<\/p>\n

If that wasn\u2019t cool enough, you can instantly transport yourself into the chat thread specifically related to the task in question with one click.<\/p>\n

That\u2019s right, chat threads down to the actual task, not just the account.<\/p>\n

This is unheard of in other portals, especially when you consider that we\u2019re talking about the same interface where you can also manage and access items related to every other critical area of the client journey.<\/p>\n

You will not find onboarding at this caliber anywhere else.<\/p>\n

\"PPC<\/p>\n

Screenshot from Pivot, January 2022<\/p>\n

Built-In Project Transparency \u2013 Fewer Meetings & Emails<\/h3>\n

If you survey dissatisfied clients, you will find poor communication near the top of the list.<\/p>\n

This is why Pivot makes this crucial area of relationships simple through high-accessibility and cutting-edge features that make emails obsolete.<\/p>\n

Clients can easily see the status of their projects.<\/p>\n

You can easily communicate with clients.<\/p>\n

In addition to instant, granular access to threads at the task level, you\u2019ll find an entire section where previous and existing messages are populated.<\/p>\n

These threads display all the high-level details you\u2019d want to see without needing to open them.<\/p>\n

Pivot also supplies you with a breakdown of your primary points of contact, their roles, and the option to schedule a meeting on the spot without ever leaving the portal.<\/p>\n

\"PPC<\/p>\n

Screenshot from Pivot, January 2022<\/p>\n

Additionally, Pivot makes it easy to:<\/p>\n