AgentMethods Accelerate Plan — Onboarding

This is a quick overview of exactly what's included in your AgentMethods onboarding — what we'll build for you, how many meetings are included, and what we'll need from you.

At a Glance
Meetings included: Up to 2
Additional meeting: $100 each
Target timeline: ~20 days from intake to launch

What's Included

As part of your Accelerate plan, our team will set up and launch:

  • Email
  • Social
  • Newsletter

We do the setup work for you — you're involved through a set number of guided meetings.

Your Onboarding Meetings

A few things only you can do — we'll guide you through each one live, but can't do them on your behalf. Here's what to expect meeting by meeting:

1. Intake & Connect
What we do: Learn your branding, voice, and content preferences. We set up your email, newsletter, and blog together with you.
Required from you: Facebook Business, Instagram Business, and LinkedIn logins — you'll need to already have these accounts.
2. Connect, Contacts & Launch
What we do: Finish your social connections, show you what's scheduled, and launch.
Required from you: Finish connecting any remaining social accounts. Contact list or CRM access — needed to send your email campaigns and newsletter.
Recommended: A subdomain or separate domain purchased, with access given to us. Domain email, for newsletter/campaign deliverability.

After each meeting, we'll send a recap and next-steps email so you always know what's needed for the next one.

Why the domain matters for Accelerate
Blog posts are your homepage and get sent out as your newsletter content. Until a domain is connected, everything runs on a shared default domain (newinsurancewebsite.com) instead of a branded one. A subdomain of an existing site (e.g. news.theiragency.com) or a separate domain both work — a subdomain is usually simpler and cheaper if you already have a primary domain elsewhere.

Meetings & Rescheduling

Your plan includes up to 2 meetings. Additional onboarding meetings are available if you'd like one, for $100 each.

If you're not quite ready to cover something on our agenda, we'll pivot to another topic we can tackle that meeting instead, so it isn't wasted. If there's truly nothing else to cover, we'll recommend rescheduling — your first reschedule is on us and won't count against your plan.

Training, or We Handle It — Your Call

We set up your email, social, and newsletter tools with your input. Want to learn to make edits yourself? Just ask. Prefer we keep handling it? That works too — either way, we'll keep you in the loop on what's happening.

Between meetings, your dashboard's Get Started tab is available anytime if you want to learn more or get a head start — entirely optional.

What's Not Included

  • Creating new social media platforms/accounts on your behalf — you'll need existing accounts to connect
Questions along the way? Email support@agentmethods.com, browse support.agentmethods.com, or call (800) 683-0107.
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