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DATABASE SET-UP & MIGRATION

Database Scrub

  • Clean up contacts & remove duplicates
  • Get tags/segments into best practices
  • Update Past Clients using the Post-Close process
  • Build out complete transaction checklists

Lead Nurture System

  •  Apply appropriate SmartPlans, drip campaigns
  • Set-up Weekly, Monthly, Quarterly Call Lists
  • Build out scalable Lead Conversion, Nurture, & Engagement plans
  • Create reengagement process for stale leads

Integration & Automations

  • Zapier & API Integrations
  • Email Parser service
  • Apply Automations

System Training and Turnover

  •  60-minute training for Agents and Operations on database best practices
  • Written process documentation and video recordings
  • Custom Database Best Practices Guide 

FREE DATABASE DIAGNOSIS

We look at all your systems and do a database diagnosis to come up with a proposal that includes a scope of work and project cost.

SCHEDULE A DISCOVERY CALL

KW COMMAND

FOLLOW UP BOSS

FOLLOW UP BOSS

FOLLOW UP BOSS

FOLLOW UP BOSS

FOLLOW UP BOSS

KVCORE

FOLLOW UP BOSS

BRIVITY

BRIVITY

AND MANY MORE!

BRIVITY

CHIME

AND MANY MORE!

AND MANY MORE!

AND MANY MORE!

AND MANY MORE!

AND MANY MORE!


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