Welcome to Onboarding!

We are so excited to get you started with RollWorks! 

Our Onboarding team is designated to help guide, enable, and set you up successfully for success with RollWorks. Our team will help build a customized onboarding plan together that is designed to help you reach your goals faster. 

Watch this 3-minute video to get introduced to our Onboarding process.

The RollWorks Onboarding team will:

  • Define your highest priority goals and how to hit them with RollWorks.
  • Scope what is required to launch your ABM program with RollWorks within 45 days.
  • Guide you to complete the essential technical configurations to use RollWorks: Pixel placement, CRM integration, and tracking form-fill submissions on your website.
  • Guide you to validate your Ideal Customer Profile, identify and reach in-market accounts, and your buying committee.
  • Guide you to effectively measure your program with reports and in-platform measurement training sessions.
  • Guide you to use RollWorks data insights to hit your business goals.
  • Guide you to leverage your existing marketing stack with RollWorks through our partner integrations.


 Next Steps

Click here to continue with your next onboarding step: Accessing the RollWorks platform.

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