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
Email: [email protected]

Let's Get Started...

Your Onboarding Journey

Meeting Agendas & Action Items


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)


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


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


Success Planning

During this call, your Customer Success Manager will discuss how to:

 Create a success plan to achieve desired results


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


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.

Curaytor Onboarding

Learn the Curaytor Marketing Platform

Learn More

The Conversion Code - Sales Training

Using a coupon code provided to you during onboarding, access the Conversation Code training (a $695 value) for free.

Learn More

Chime CRM Training

Learn the basics of your Chime CRM

Learn More

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.


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 for helpful resources.

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