Welcome! π
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
Go through each of the 4 articles in this Onboarding Series.
Connect existing sending accounts or purchase new domains & mailboxes.
Kick Off
Register for a New User Onboarding Webinar.
Get at least 1 campaign created and setup.
Continue reading through the Onboarding Series Articles.
Lift Off
Review & finalize the rest of your campaigns.
Launch all of your campaigns! π
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? π
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.
Want to learn about the platform, check out the Weekly New User Webinar.
You can reach us anytime using the Live Chat feature on the platform.
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