Before you begin
Complete the universal quick start first: workspace, calendar, email, team, first Contact, and first cadence.
Day 1 to Day 5
- Day 1 — open house form, QR test, and Meta Lead Ads review
- Day 2 — add or import listings and create listing inquiry form
- Day 3 — buyer cadence template and form automation
- Day 4 — Phone & SMS, Dialer test, and rep coaching
- Day 5 — request showing and review outcome funnel
What you should see
By the end of week one, the brokerage should capture visitors, assign Contacts, follow up automatically, schedule showings, and measure form outcomes.
Common issues
- Team invited before setup — finish integrations first
- No form outcomes — reps may not be logging follow-up
- Listings not ready — import or create priority listings first