LionDesk CRM Set Up Service
Included in our one-time LionDesk CRM SET UP Service for NEW Subscribers
- A Team of Virtual Assistants with a dedicated client coordinator.
- A One-on-One 30-Minute Remote-Connect Wrap-Up Session.
- Assistance with Gathering Your Contacts.
We help you gather your contacts and create a master spreadsheet for your review. We import up to 5000* contacts with pre-assigned labels/tagging as possible. Note: Imports over 5K contacts (after duplicates are merged) incur an additional charge of $50 per 5K contacts.
- A Strong Bank of Marketing Campaigns
We install several pre-written marketing campaigns and walk you through how to assign them to your contacts.
- Your Marketing Assets Added to the Campaigns
We add your provided marketing assets to the marketing campaign touches to make them even more engaging and branded to you.
- Customization of Your Account Settings
We customize your Custom Contact Fields, Hotness Levels, Sources and Tags to best suit your business.
- Your Core Profile Enhanced
We set up your email signature and related information.
- Explanation of Google/Outlook/MSN** Integration
We explain how the Google/Outlook/MSN** sync to your LionDesk account works. Sync your emails, contacts and calendar events!
- Set-Up of Your Lead Distribution/3rd Party Integrations
We set up lead routing for Zillow, Realtor.com PLUS 2 additional sites if needed. We do their best to assist; no guarantees. Lead routing from certain platforms may not be possible.
- Connecting Your LionDesk account with the LionDesk Facebook Lead Ad Portal***
We assist with connecting your Facebook Business Page to the LionDesk Facebook Ad Portal and explain how you can take advantage of this lead generating LionDesk feature.
- Addition of Short Codes to Use in Your Marketing Efforts
We set up 5 short codes for you (this feature requires a LionDesk custom number).
- Activation of Lead Assist (AI Bot ‘Gabby”)
We activate the LionDesk Artificial Intelligence Bot ‘Gabby’ so you can try out your LionDesk-provided free Lead Assist credits.
- Assistance with Whitelabeling****
We explain and assist with whitelabeling**** to help improve your email delivery rate
- One-Hour Overview Video
We introduce you to LionDesk and how to use it effectively via a exclusive one-hour pre-recorded video.
* Over 5K contacts? Additional charge of $50 per 5K contacts beyond the included 5K.
** Google/Outlook/MSN* integration. Email, Contact and Calendar sync features vary with each platform.
*** You must have a FB Business Page in order to connect LionDesk and YOUR Facebook account. No Facebook Business Page? It’s OK, LionDesk lets you use their Facebook Business Page to run ads.
**** Whitelabeling is only available to users with the Pro+ or higher subscription level who are ALSO using domain email (your own the domain).
We work with all LionDesk subscription levels but recommend the Pro+ or above for the enhanced text marketing functionality.
We cannot install the included campaigns into a LionDesk trial subscription; you must have a paid subscription.
NOT Included in our one-time LionDesk CRM SET UP Service for NEW Subscribers
- Transaction Management Explanation or Data Entry
- Landing Page creation (LionDesk Landing Page Add-On)
- Lead Routing beyond the included Realtor.com/Zillow/Two Additional Platforms
- Creation of Videos
- Writing of Email/Text Templates beyond those in the included Campaigns
- Creation/Management of Facebook Ads
- Power Dialer Assistance
- IDX/Website initial set up. We only set up integration after your IDX is configured.