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Stay on top of ALL your leads and active clients!

Nurture past clients, get referrals! Automate!

We offer amazingly thorough initial set-up, then optional monthly maintenance of your LionDesk CRM platform.

One-Time LionDesk Set-Up and Configuration
$199*

*Limited Time Offer. LionDesk subscription NOT INCLUDED. Requires a LionDesk Account. Pricing and support details subject to change.


 

What is LionDesk?

LionDesk is a real estate CRM (Customer Relationship Management) platform for managing (and marketing to) your sphere of influence and all other contacts/leads. It also offers email marketing (video emails), tasks lists, power dialing, lead routing (from Zillow, Realtor.com, etc), document storage, a custom number for texting(video texting), and more.

LionDesk pricing is very reasonable (Pro subscription $25/mo* and Pro Plus $49/mo*).  See LionDesk.com for their pricing.

What does our initial one-time set-up and configuration of your LionDesk subscription include?

A small but powerful real estate virtual assistant team, we offer LionDesk CRM support that includes setting up and configuring your account. From the basic to-dos, to advanced configuration, we help ensure you get the most out of your LionDesk account from day one.

  • We start with our intuitive online questionnaire to quickly gather the info we need from you (lots of multiple choice, it’s easy to complete).
  • We explore all possible marketing collateral to incorporate (from your MLS, Brokerage, or existing resources you already have).
  • Based on your questionnaire answers (and our conversations), we ‘work our magic’ and turn LionDesk into your lead-conversion and marketing best-friend.
  • We install several custom auto-drip campaigns we’ve created that are tactful and engaging.
  • We host a remote-connect Wrap-Up Session and show you our work and how to use LionDesk. Woohoo!
  • We can continue to support you with our optional monthly maintenance (see below).

Register for our 30 Minute LionDesk Webinar to learn more and/or Schedule a call with Jennifer.

Monthly LionDesk Maintenance (Optional)
$125/Month* (month-to-month)

Outside of LionDesk pricing, requires LionDesk account.

Available only AFTER our One-Time LionDesk Set-Up & Configuration Support.Your credit card will be charged $125.00 each month. Cancel with one-month notice.  

What does our monthly support include?

The purpose of this support is to help you get the most out of your LionDesk account by…
  1. Providing a consistent review to keep your LionDesk account organized and working to engage leads/nurture current and past clients.
  2. Continually adding functionality to your LionDesk account that is personalized to your biz.
  3. Helping you master your own use of LionDesk.
 
It’s important to know that, though very beneficial, this support is NOT a replacement of YOUR daily use of LionDesk. There are some things we simply can’t do on your behalf (manually add new leads, reply to texts/emails/call from leads, make calls to leads/contacts, update your deal tracking, etc).
 
Weekly (these activities happen ONCE A WEEK (not daily):
  • Review contact records of new leads, complete as much as possible (assign auto-drips, status, type, etc).
  • Check status of deals in the pipeline and report to you as needed.
  • Check performance of any Facebook Direct Ads as applicable, report as needed.
  • Check for auto-drips that are ending, add contact to new auto-drips as applicable.
  • Remind you of the tasks you should be doing.
 
Monthly (these activities happen ONCE A MONTH):
  • Prepare and send out Newsletter (using Mailchimp).  We will set up your free Mailchimp account for you if you do not have one already.
  • 30 minutes of ‘special attention’ for needs you may have outside of our set tasks.
  • Email REALTORS® you would like to invite to use LionDesk for $15 credit* to you, $15 off* first month to them. We send invite via LionDesk.
 
Quarterly (these activities happen ONCE EVERY THREE MONTHS):
  • One new Email and Text Template OR Direct Mail Piece OR Call Script (per quarter).
 
Ongoing 
  • Access to the custom videos we are creating to help you learn all the ins-and-outs of LionDesk.
  • Configure LionDesk as needed if you add a new paid lead source, new marketing tool/resource/material, etc.
  • Scheduled calls or remote-connect sessions with me as needed.
 
Not Included (highlights):
  • Setting up Facebook Ads (offered outside of this support).
  • Creating videos for email/text.
  • Adding Properties and Transaction Follow-Up Plans (may happen in the future).
*Whatever incentive LionDesk is offering, subject to change.

Interested, but have questions?
No prob! Schedule a 15-minute intro call with Jennifer.

We are a virtual marketing support team for real estate agents!

We not only help you define your marketing strategy,
we do the hands-on work to implement it!

866-361-3420

jennifer@marketingadmins.com

 Learn more

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