This setup is designed for those going solo but using a Core or Premier account and needs the system ready to go. The White Glove service includes the full CRM setup as well as website settings, onboarding assistance with MLS IDX/VOW feeds, acting as a liaison with Chime Support as needed, and includes 30 days of technical assistance once the setup is live and complete. Ready for the details? Awesome! Below is what is included in the setup service.
CRM Setup Details
- Pipelines, Groups, and Lead Pond
- Basic Lead Import (I don’t “scrub” the database, I upload the spreadsheet, match the columns to Chime columns, and have Chime import it)
- Auto Property Alerts, Market Reports, Market Snapshots
- Integrations for email, calendar, Dotloop/Skyslope, Zapier
- Lead Capture for Zillow, Realtor.com, and Facebook Lead Forms
- Smart Plans and AI Assistant (chatbot) setup using Chime library Smart Plans
- Transaction Stages, Forms, and Checklist Templates (2 purchase, 2 listing, 1 referral template)
- Call/Text Packages
- Social Studio Account Connection
Website Settings Details
- Domain connection (GoDaddy domains only)
- MLS IDX/VOW data connection assistance (Chime handles approval and connection, I’m a liaison)
- Template Selection
- Brokerage and Personal Logo Upload
- Favicon Upload (the little logo on the website browser tab)
- Brand Color Configuration
- Listing Filters (displays priority of listings on your site)
- Featured Areas List Created (up to 15 areas)
- Lead Capture Settings including pop-up form, questionnaire, chat box
- Integrations for Google Analytics, Google Tag Manager, Google My Business Page, and Facebook Pixel (these must be created by you, I just make the connection)
What is NOT included?
- Does NOT include any ChimeSetup.com Smart Plan packages
- Does NOT include any website design or block configuration. Website settings only!
- Does NOT include setting up accounts for social media or Google services. Only connecting those accounts to your Chime.
- Does NOT include anything specifically mentioned in the “CRM Setup Details” or “Website Settings Details” sections above
This can be an intensive setup that takes 30 days or so to finalize. I’ll need to gather information from time to time as the setup progresses so there may be delays due to the timing of that. The goal is to get the setup done as quickly and efficiently as possible by working as a team together. You may have already done some of the list above in which case I will just verify it was done well with the best practices in mind. When the setup is complete, we will do a simple Zoom call to show you the system. I will remain reachable to help support you with your questions for the first 30 days via email. After that, you can book a one-hour paid Zoom call at ChimeGuy.com as needed.
