Onboarding coordination
Bring branding, staff access, training and connection requirements into a shared setup plan.
All services
Dedicated success manager
A dedicated success manager for your brokerage.
Work with a dedicated point of contact who understands your operating model, coordinates setup priorities and helps your team get more from the platform.
Your broker workspaceProduct demo
What we help you do
Keep the next priority in view.
From launch preparation to the way your teams use the CRM, your success manager helps turn business requirements into a clear platform plan. Bring questions, feedback and operational changes to one conversation.
Product adoption
Identify relevant workflows and help the right people understand how to use them.
Ongoing priorities
Review feedback, configuration needs and opportunities for further training or development.
How the service works
Success manager,
from start to delivery.
We agree the scope and responsibilities with your team, then work through the steps together.
- 01
Understand your business
Discuss your audience, sales-floor structure and priorities.
- 02
Agree the plan
Set the milestones, stakeholders and responsibilities for your setup.
- 03
Review and improve
Revisit adoption, open questions and changing requirements together.
Before we begin
Your questions,
answered.
How is this different from technical support?+
Technical support handles platform issues. Your success manager coordinates the broader relationship, onboarding and product-adoption priorities.
Can our sales and operations teams join?+
Yes. Involve the people responsible for sales, retention, finance and platform administration so the plan reflects your operation.
Your next chapter