Accelerated On-Boarding

Any time you’re considering a change in providers, whether it be a call center vendor, direct marketing agency or demand generation consultant, it can be stressful. How long will the process take? What can I expect of this new partner? How much work will it be for my team?

Protocol understands these concerns, and we’ve devised an end-to-end, comprehensive on-boarding process that takes the worry out of change. Your organization’s personally selected Account Lead will walk you through each step in this process

Our four-step, integrated process includes:

1. Discovery – Our team of business to business and business to consumer solutions experts will work across your organization and teams to outline the following:
• Existing target markets and potential for growth
• Customer buying cycle, sales processes & goals
• Service level agreements and targets
• Key metrics to measure your business and enhance your profitability
• Available data assets and marketing tools
• Sources of data and customer profiling
• Sales structure, strengths and areas for enhancement


2. Assessment – You’ve hired us to enhance and increase your business – and we’ll expect just that of ourselves. So once we’ve listened to your teams and your challenges, we’ll outline for you where your organization currently stands, including:
• Potential growth and re-scoping of metrics used in all direct contact channels (email, outbound and inbound calling, direct mail, etc)
• Ability to secure and leverage data on customers to determine their profiles, the buying cycle challenges, and relevant marketing strategies to enhance your relationships with customers and prospects
• Data health and integrity – are you gathering what you need from each customer interaction and are you building “actionable data” on your customers & prospects?
• Agreement on value proposition and high level targets/goals
• Are the processes in place to support? Determination of any process gaps


3. Strategic Planning Process – Through the coordinated efforts of our collective teams, the assessment and discovery phase will lead us to a roadmap for going forward – how Protocol can enhance your strategies and services to build your business…this step includes:
• Delivery of Campaign Management Document, which outlines
  • Strategies
  • Targets
  • Timeframes
  • Goals
  • Expectations
• Delivery of Campaign Matrix and Creative Brief – how will we talk about your product, deliver your service, and enhance your brand?


4. Implementation – The real question each client wants to know is “great, how soon can we get started?"  By leveraging our proven combination of “people, process and technology”, we’ll work you’re your team to get you in market and building business sooner than you expect – because client expectations are our focus – every day. Rigorous attention to detail means:
• Delivery of Tactical Plans for Campaigns – ensuring all task owners and schedules support the team’s goals and timelines.
• Documentation of these goals and timelines, and how we will measure success.
• Analytics Outline – how will we measure success – what reporting is needed/expected and how can we enhance our learnings?
• Program Workflow – How will the engagement work?
• Program Execution - What processes and procedures will we use to manage ourselves and measure success?

Let us show you how to put our people, processes and technology to work for your business.