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1. Read Me First!
Updated over 3 months ago

Welcome! πŸ‘‹

This onboarding series is designed to help new users understand the platform, setup their account, and provide the knowledge necessary for success.

IMPORTANT!

If you have questions or are unsure of anything, please don't hesitate to get in touch with our team.

For the fastest reply, use the live chat feature (rocket icon, bottom right) to chat with a member of our team.


The Customer Journey

Onboarding

Kick Off

Lift Off

  • Review & finalize the rest of your campaigns.

  • Launch all of your campaigns! πŸš€

  • Monitor analytics over the coming weeks.

Cruise

  • Track and analyze trends.

  • Refine the targeting & messaging.

  • Consider A/B testing if engagement is lower than expected.

Orbit

  • Evaluate the results of your trial / pilot.

  • Add AI Agents as needed to increase email volume & tasks conducted.

  • Define your long-term orbit trajectory.


Feature Overview

The B2B Rocket platform was designed and built specifically for sales and marketing teams and contains everything needed to setup and automate cold email marketing campaigns.

Our platform replaces almost all of these tools:


Time & Cost Savings

We've built the B2B Rocket platform to be almost completely all-inclusive so that you don't have to find, purchase, setup, and manage all of the different softwares and tools needed for B2B prospecting.

The result? πŸ‘‡

But don't take our word for it. Check out our Transparent Pricing Memo for a cost breakdown with links to comparable vendor pricing pages.


Keys To Success!

We know that learning a new software can be a bit of a challenge, but no need to fear! We've built our knowledge center and support channels with simplicity in mind.

Here's a few tips to remember:

  • Have Questions? Use the search bar in the Help Center for the quickest answers.

  • You can reach us anytime using the Live Chat feature on the platform.


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