The Agent Elite Quickstart Appointment is part of your marketing automation onboarding journey, designed to help new clients get started with the Agent Elite platform effectively. During this appointment, the client is guided through the basics of setting up their system, including:

• IDX Setup: Ensuring that the client's IDX is properly configured and optimized for their needs.
• Account Configuration: Assisting with the setup of essential account settings, such as contact information, branding, and other customization options.
• Lead Management Overview: Introducing the client to the lead management features, including how to add and manage contacts, set up saved searches, and use the system’s tools to nurture leads.
• Marketing Automation Introduction: Providing an overview of the marketing automation capabilities, including how to create automated email campaigns and utilize behavioral tracking to engage leads.
• Strategy Development: Helping the client outline a basic strategy for using the platform effectively, which includes setting goals for lead engagement and transaction conversion.

The Quickstart Appointment is designed to get clients up and running quickly, ensuring they can start leveraging the platform’s advanced behavioral technology and engagement to grow their business.

Quickstart Webinar