Client Services

Appointment Setting

AM HAND-OFF

IMPLEMENTATION

To be used by the Sales Managers for new clients. Please make sure the correct Product Type (Pro, SOLO, Expansion, PRIME) is selected when setting the appointment.

To be used by Implementation Mangers to schedule hand-off calls to Account Managers once clients complete the Implementation process.

Partnership Program (Solo, Ramp, Pro)

Project Call - Solo

Project Call - Ramp

Traditional Package (Solo, Ramp, Pro)

Project Call - Pro

Project Call - Expansion

Expansion site? Make sure to assign to same AM if so...

Project Call - Select

Project Call - PRIME

Andy Ibarguen

Alex Granski

Todd Gross

Will Davis

Samantha Ward

Stan Smith

Andres Pimentel

Patrick LeBlanc

Jonathan Kemp

Eddie Pascual

IM TRAINING

Abu Ali

PRIME Program

Group Conversion/Team Call

To be used by Implementation Managers for new clients only going through the Implementation process.

Partnership Program (Select)

LEGACY TRAINING

2026 TRAINING

Traditional Package (Select)

Select Additional? Make sure to assign to same AM if so...

Andrew Rowland

Alex Granski

Tamara Ward

Sarah Weinstein

Lee Gabriel

Samantha Ward

Patrick LeBlanc

Bernadette Privateer

Zach Harrison

Marisa Davis

RETENTION TEAM

INTEGRATIONS

SCHEDULE RECOVERY TEAM CALL

Schedule an Import Call for legacy data uploads, or and Integrations Call to integrate leads from sources like Zillow or Realtor.com (new clients only).

Debbie Cloud

Maggie Streeter

CLIENT MARKETING - Search

SCHEDULE AN IMPORT CALL

If only an import, use this one!

SCHEDULE AN INTEGRATIONS CALL

Misty Harper

JB Sloan

If client has an integration AND import - please use this link to combine both actions.

Toni
Crosby

CLIENT MARKETING - Socials

SCHEDULE SOCIALS CALL

Chris Gorman

JB Sloan

Scott Farrant

Letiah Bell

CLIENT MARKETING

Dan Lott

Harry Kierbow

James Terry

Eric Robson

Jake Proctor

Jason Collier

Heather Compton

BILLING TEAM

Judy Ryce

Shaun Whitaker

Joshua Stevenson

Kimberly Graves

RETENTION TEAM

ACCOUNT MANAGERS

Schedule a call with a Retention Manager on behalf of a client; schedule escalation calls with director.

Schedule a call with an Account Manager on behalf of a client; schedule escalation calls with directors.

Churn

Debbie Cloud

Nich Pape

Kathryn Powell

Maggie Streeter

Samantha Ward (SR)

Alex Granski (SR)

Andy Ibarguen

Andres Pimentel

IMPLEMENTATION TEAM

Lee Gabriel

Abu Ali

Will Davis (SR)

Todd Gross (SR)

Schedule a call with an Implementation Manager on behalf of a client; schedule escalation calls with director.

Stan Smith

Jonathan Kemp

Eddie Pascual

Patrick LeBlanc (SR)

Chelsea Escalations

Matt Jones Transaction Specialist

Leo Escalations

Elliott Outlaw

INTEGRATIONS

Danielle Solomon (SR)

Krista Godbee

Kevin Holder

Kelsey Jacobs

Schedule a call with a Director for escalation purposes.

Amanda Harrelson

Destiny Blanton

TRAINING TEAM

Slack Purdie and Mark

Schedule a call with a Training Manager on behalf of a client; schedule escalation calls with director.

Matt Integrations Call

Kassie Import Call

Daniel Import Call

TRAINING TEAM

Chelsea Escalations

ONBOARDING TEAM

Sarah's Escalations

Schedule an Onboarding Call with the Onboarding team member for MLS assistance. Schedule with team member assigned to client's account when possible; schedule calls with director.

Tamara Ward

Marisa Davis

Bernadette Privateer

Andrew Rowland

Zach Harrison

Chelsea Escalations

BILLING TEAM

Christina Escalations

Schedule a call with a Sr. Director for escalation purposes.

Sarah Singleton

Tyler Henry

Marcel Krige

Judy Escalations

Cady Podgur

Amy Lehmann

Kimberly Graves

Joshua Stevenson

Shaun Whitaker