Your first meeting will focus on your Buildout Project Manager and Data Analyst understanding how your business currently works and your goals for Buildout.
We’ll ask about your priorities and workflows regarding Lite CRM, Premium Marketing, and Back Office to inform your training and the structure of your team and data so we can prioritize your imports.
Your data! Specifically your contact and research property database, and how those records are related to each other.
Decision-makers for your brokerage CRM and data structure.
Scheduling your Lifecycle of a Deal Training and your Import Touchbase
This training follows one property from beginning research and prospecting phases, through running the marketing project, all the way to back-office processing.
After your required Lifecycle of a Deal training, your remaining 3 training calls can be customized to your needs with a combination of any of the following options.
Use our import template for the fastest way of getting your data into Buildout. This requires one call with your Data Analyst to go through any questions you may have with your import.
If you’re using data forms other than our template for your import, your Data Analyst will provide scoping requirements for how long the process will take. Weekly calls may be required to guarantee your data is imported quickly and correctly.
