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)

SCHEDULE TRAINING

Traditional Package (Select)

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

Andrew Rowland

Tamara Ward

Sarah Weinstein

Alex Granski

Lee Gabriel

Zach Harrison

Elliott Outlaw

Bernadette Privateer

Samantha Ward

Patrick LeBlanc

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

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

INTEGRATIONS

Danielle Solomon (SR)

Krista Godbee

Kevin Holder

Kelsey Jacobs

Schedule a call with a Director for escalation purposes.

Amanda Harrelson

Destiny Blanton

Slack Purdie and Mark

Matt Integrations Call

TRAINING TEAM

Kassie Import Call

Daniel Import Call

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

ONBOARDING TEAM

TRAINING TEAM

Chelsea 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.

Sarah's Escalations

Tamara Ward

Marisa Davis

Bernadette Privateer

Chelsea Escalations

Andrew Rowland

Zach Harrison

Elliott Outlaw

Christina Escalations

AM TRAINING

Sarah Singleton

Tyler Henry

Marcel Krige

To be used by Account Managers to schedule ad hoc training for active clients. Training available for all platform types. Slack: #trainingspecialist

Cady Podgur

Amy Lehmann