Meet your Customer Success Manager
Katelyn Delaney
Katelyn Delaney has a background in Marketing and Sales. Her favorite thing about Curaytor is seeing the success of her clients and being a part of a family-like community.
Location: Boston, MA
Let's Get Started...
Your Onboarding Journey
.png?w=1920)
Meeting Agendas & Action Items
1.
Curaytor Set Up
Preparing for the Set Up Call
☐ Come with logins to your Facebook business page & Instagram account.
☐ Know what domain will you be using
☐ Think about what assets you can provide for the website? (ie. listing images, logos, etc.)
☐ Think about how you want your brand represented on your website
Post Call Action Items
☐ Add visual assets to the Google Drive
☐ Sign & Return MLS application (this will be an email sent directly from Chime)
2.
Planning & Alignment
Preparing for the Alignment & Success Call
Questions to think about:
☐ What are your goals with Curaytor?
☐ What has success looked like for you in the past?
Be sure to include anyone that will be heavily involved in using Curaytor to this call
Post Call Action Items
☐ Post in the Facebook Mastermind Group
☐ Add database csv. file to the Google Drive
☐ Complete Chime training
☐ Add team members to Chime
☐ Connect Facebook page to Chime CRM
☐ Create domain matching email
☐ Complete Curaytor training
3.
Design Preview
Preparing for the Design Preview Call
☐ During this call, your Project Manager will present your new website.
☐ Think about any outstanding questions you may have before going live.
☐ Together, you and your Project Manager will set a date for your website and platform to go live.
☐ Be sure all outstanding action items are completed prior to this call.
Post Call Action Items
☐ Complete any outstanding action items
☐ Provide website edits
☐ Approve website & campaigns
4.
Success Planning
During this call, your Customer Success Manager will discuss how to:
☐ Create a success plan to achieve desired results
5.
Review & Execute
During this call, your Customer Success Manager will review lead follow up and ongoing success plan. This will include:
☐ How to get more listings and promote your listings
Congrats!
Onboarding ✓
Congratulations, you have finished onboarding! We are here to help you along the way! You'll meet with your CSM regularly and we encourage you to contact our support team for additional support (see below).
Let's Master the Basics
Access The Training
Logins to Curaytor Academy and the Conversion Code training with be provided to you by your CSM.
The Conversion Code - Sales Training
Using a coupon code provided to you during onboarding, access the Conversation Code training (a $695 value) for free.
We're Always here for you!
Ongoing Support
Ongoing Strategy
As part of your Curaytor subscription, you will have bi-monthly strategy calls with your dedicated Customer Success Manager.
Support
As a Curaytor client, you can email our support team at [email protected] or chat to them directly within the Curaytor platform.
Help Center
Refer back to Curaytor Academy at any time (even after onboarding), or visit help.curaytor.com for helpful resources.