How Accelity Learns Your Business in 30 Days

One of the most common questions we hear at Accelity is, “How will you learn our business quickly so we can get started with marketing?”

A totally fair question—and we’re glad you asked! We work with companies in complex, nuanced industries, and for us to effectively communicate your value, we need to understand it—really understand it.

That’s why we’ve built a streamlined onboarding process that’s equal parts system and intuition. In just 30 days, our team goes from “new here” to confident enough to write your web copy, plan your campaigns and explain what you do better than your last hire. Here's how.

Meet your marketing pod

When you partner with Accelity, you don’t get a random cast of characters popping in and out—you get a steady, six-person team who learns your business inside and out. Every client who works with us receives a dedicated pod responsible for learning all about the client and meeting their unique needs.  

  • Strategic advisor: Aligns big-picture marketing efforts with your goals.
  • Account manager: Keeps everything moving and makes sure communication is seamless.
  • Copywriter: Crafts messaging that speaks to your audience and sounds like you.
  • Designer: Brings your visual identity to life across every channel.
  • Web developer: Maintains and updates your site to make sure it performs.
  • Marketing automation specialist: Runs your inbound engine, from email to social.

Meet some of the people you’ll be working with →

Each person is fully embedded in your business from day one, so we’re not just learning quickly, we’re learning deeply. With designated pod members and clearly assigned roles, everyone knows what they need to do to learn and carry out the client’s marketing strategy. 

Clients can feel confident that our team of marketing pros is working quickly and thoroughly to get up and running. 

“LeaseCrunch sells lease accounting software to CPA firms, which is an exacting audience that deeply cares about precise technical accuracy. Accelity has always taken this seriously, investing their time to learn our lingo and technical requirements much faster than I expected.”
— Ane Ohm, CEO and Co-Founder, LeaseCrunch

Processes and tools for learning your business

We’ve built thoughtful processes for everything we do—from discovery sessions and buyer persona workshops to technical audits, competitor research and strategic planning. Our onboarding process is a mix of conversations, deep dives and a whole lot of homework. It’s designed to help us learn fast and show up as more than just a vendor—we’re here to be an extension of your team.

Here’s what that looks like.

A first meeting that digs into your business

Our kickoff call is where it all begins. It’s not just intros—it’s our first real look into your world. We’ll talk through your current marketing approach and dig into key areas like:

  • Challenges you’re facing and goals you’re working toward
  • Your industry and competitive landscape
  • Who your target customers are and what they care about
  • Sales blockers and how to move past them
  • What marketing has (and hasn’t) worked in the past

This conversation sets the foundation for everything that follows. It’s how we start building a clear picture of your company, your offering and the market you’re in.

Buyer personas that help content resonate

Using real research and real people, we’ll build out profiles of your ideal customers so we can speak to them in a way that feels tailored and relevant.

We’ll partner with your subject matter experts to learn about your audience’s roles, challenges, goals and preferences—then layer on our own research to round out the picture. These personas guide the messaging we write, the content we create and the strategies we recommend.

Mapping the buyer’s journey to personalize the experience

Once we know who your buyers are, we map out how they buy. What are they thinking and feeling at each stage? What content do they need to move forward? Where do they get stuck?

This buyers’ journey mapping helps us understand the path your customers take—from first touch to decision—so we can build smarter, more personal experiences that meet people where they are.

We’ll also use this exercise to spot content gaps, friction points and missed opportunities to improve the buying experience.

Research and audits that show us the full picture

We go beyond your brand to understand the entire market you operate in. Using the 4 Cs framework (company, customers, competitors and category), we explore how all the moving pieces interact and influence your success.

We also run SEO, content and website audits to see what’s working—and what’s getting in the way. From quick wins to long-term recommendations, our goal is to uncover insights that lead to action.

Copy and design guides that align your brand

Consistency is key to building trust, and your brand should feel cohesive at every touchpoint.

Our copy and design teams will help you define—or refine—your brand voice and visual style. That includes everything from colors and logo use to tone, word choice and brand personality. 

Already have brand guides? Great—we’ll review and build from there, offering recommendations as needed.

Learn how Accelity writes copy for brands in every industry → 

Learning your business and building your strategy

Our onboarding and strategy development process takes 30 days—that’s all we need to understand your business and build a smart, personalized marketing plan. But that’s just the beginning.

We keep learning as we go, staying plugged into your industry, your customers and the challenges that matter most. Our team applies the same care and curiosity to ongoing work as we do during onboarding.

From day one, we’re here to be more than a marketing agency. We’re your partner, your extra brainpower, your get-it-done team.

Want to see how it feels to work with a marketing team that *gets it*?

Request a consultation and let’s get started.

Meet Jackie. Jackie is the CEO and Founder of Accelity, and has a strategic, no-fluff marketing background. With 20 years of experience in entrepreneurship and marketing, she’s led Accelity from a solo venture to a top-performing agency serving companies across the country.