Standard Setup
One of our Customer Success Specialists will help you set up the essentials and import your data.
Concierge Setup
A specialist will help set up your account, organize your database, and migrate your most relevant content.
Team Concierge
A specialist will help set up your team account, organize your database, and migrate your most relevant content.
ONBOARDING PACKAGES
Standard
$99
$99
Concierge
$299
$299
Team Concierge
$499
$499
Quick start guide
Quick start videos
Live webinars
Live chat & email support
One-on-one onboarding call1
Data import (files)2
Email integration
MLS integration
Social Connect optimization
Contact & calendar sync
Lead provider setup (max 2)
Texting setup
Team setup3
Fivestreet/TPX Integration
Fivestreet lead provider setup (max 2)
Fivestreet team setup
2 check-in calls (30 min ea.)
Initial duplicate clean-up of import (Up to 1000)
Database organization & pipeline setup
Email signature setup
Create task plans (max 5)
Create email and/or text templates (max 10)
Input important dates (max 10)
Create transactions (max 5)
Create Market Snapshot reports (max 3)
TP Website setup
TP Website domain setup
TP Website content migration (no HTML, 3 pages max)
TP Website & Market Snapshot landing page setup
Fivestreet lead forwarding setup
1 One-on-one onboarding call: Standard (30 mins), Concierge (1 hour), Team Concierge (1 hour)
2 Data import: Standard (max 1 file), Concierge (max 2 files), Team Concierge (max 5 files)
3 Team Setup: Concierge ( 2 agents), Team Concierge (3-10 agents)
2 Data import: Standard (max 1 file), Concierge (max 2 files), Team Concierge (max 5 files)
3 Team Setup: Concierge ( 2 agents), Team Concierge (3-10 agents)
- Onboarding services must be used within 30 days of payment. All onboarding package fees are non-refundable.
- All content for task plans and templates must be provided by the agent. Top Producer does not create custom content.
- Assistance with Social Connect, Fivestreet, Market Snapshot, and Top Producer Websites will require a separate paid subscription.
- 5 and 10 year action plans will not be converted as part of these packages.
- Team Concierge – For up to 10 team members. Additional Concierge packages will need to be purchased for larger teams and for importing more data.
