CRM Setup Details

• 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
• Call/Text Packages
• Social Studio Account Connection

Website Settings Details

• This assumes you have a fully customizable Agent IDX Website for your login
• 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.

CRM Setup Details

• Limit of 5 offices. Additional charge applies for offices more than 5.
• Pipelines, Groups, and Lead Ponds
• Custom Fields for lead import
• Lead Routing Rules (Limit of 5)
• 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, Roles, and Checklist Templates (2 purchase, 2 listing, 1 referral template)
• Call/Text Packages
• Social Studio Account Connection
• Permission Profiles to Manage Agent, Group/Team Owner Permissions
• User Roles for Assistant, ISA, and other custom roles
• White Label Settings
• Open House Sign-in Form Questionnaires
• Onboarding assistance adding team members

Due to the nature of the Multi Team platform, some of the above may be generalized into video training based on how you want to run your system. For example, if you want everyone in an office to “eat from the same plate” so to speak, the pipelines, groups, transaction checklist templates, etc will be made for everyone. If you want everyone to be their own “office” so they have full control over their instance of the Chime system, a video would satisfy those particulars.

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 Team 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)

System Consultation Details

• Video calls with Chime staff to act as a liaison as needed (2 calls per week maximum)
• Consultation with broker/admin on full system configuration needs and capabilities
• Guidance with custom options being presented to Chime for system configuration
• Subject Matter Expert presence in Workplace or Facebook Group of your company to help explain the Chime system to your agents

Onboarding Support

• 5 hours of custom specific-to-your-platform video-based training for your agents
• Videos will guide from specific system area overviews to tried and true best practices for their best experience
• Videos are broken into shorter segments for easy go-at-your-own-pace learning
• Troubleshooting the onboarding process to improve accuracy, efficiency, and user experience

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”, “System Consultation Details”, “Website Settings Details”, or “Onboarding Support” sections above

This can be an intensive setup that takes 30 days or more to finalize. Depending on the size and scope of the setup, it could take longer. 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 as you onboard your members for the first 90 days via email. After that, you can book a one-hour paid Zoom call at ChimeGuy.com as needed. Onboard support is limited to the team leader(s), company administrators, and brokers only for communication purposes (I can’t handle hundreds of agents contacting me about little issues).

This is designed to get the system up and running for the team leader/broker so you can start adding your members and get them using the system as quickly as possible. If the members need individual help getting up and running, they can purchase the Agent User White Glove Setup separately on their own.

CRM Setup Details

• Pipelines, Groups, and Lead Ponds
• Custom Fields for lead import
• Lead Routing Rules (Limit of 5)
• 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, Roles, and Checklist Templates (2 purchase, 2 listing, 1 referral template)
• Call/Text Packages
• Social Studio Account Connection
• Permission Profiles to Manage Agent, Group/Team Owner Permissions
• User Roles for Assistant, ISA, and other custom roles
• White Label Settings
• Open House Sign-in Form Questionnaires
• Onboarding assistance adding team members

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 Team 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)

System Consultation Details

• Video calls with Chime staff to act as a liaison as needed (2 calls per week maximum)
• Consultation with broker/admin on full system configuration needs and capabilities
• Guidance with custom options being presented to Chime for system configuration
• Subject Matter Expert presence in Workplace or Facebook Group of your company to help explain the Chime system to your agents

Onboarding Support

• 5 hours of custom specific-to-your-platform video-based training for your agents
• Videos will guide from specific system area overviews to tried and true best practices for their best experience
• Videos are broken into shorter segments for easy go-at-your-own-pace learning
• Troubleshooting the onboarding process to improve accuracy, efficiency, and user experience

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”, “System Consultation Details”, “Website Settings Details”, or “Onboarding Support” sections above

This can be an intensive setup that takes 30 days or more to finalize. Depending on the size and scope of the setup, it could take longer. 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 as you onboard your members for the first 90 days via email. After that, you can book a one-hour paid Zoom call at ChimeGuy.com as needed. Onboard support is limited to the team leader(s), company administrators, and brokers only for communication purposes (I can’t handle hundreds of agents contacting me about little issues).

This is designed to get the system up and running for the team leader/broker so you can start adding your members and get them using the system as quickly as possible. If the members need individual help getting up and running, they can purchase the Agent User White Glove Setup separately on their own.

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.

Below is the scope of work that can be done. This service is charged as an HOURLY RATE of $150 per hour. Placing the order pays for the first hour of work. Any additional work beyond one hour will be invoiced separately.

You probably have some or most of the things done already, which is very common. To finish it up I can get done what you didn’t.

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)
• Lead Routing Rules (Limit of 5)
• 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, Roles, and Checklist Templates (2 purchase, 2 listing, 1 referral template)
• Call/Text Packages
• Social Studio Account Connection
• Agent Permissions
• User Roles for Assistant, ISA, and other custom roles
• Onboarding assistance adding team members

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 Team 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 to connect 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. Some items above may not be able to be accomplished due to your account owner/admin settings. I can only work within the permissions your login allows.

Process: When you place your order you will be emailed a link to a Google form to provide your contact info and your login info. The audit will be performed within 1-2 weeks of that form being filled out. I will log into your system remotely, record a screen view of me navigating through your system, and talk about what I see. When the video is processed, I will load it to a cloud storage of some type (may vary) and email you a link to the video where you can view the audit. This service is performed without you being present during the audit.

Pipeline Timing is set as: Hot: 0-3 Months, Warm: 4-6 Months, Cold: 7+ Months

*You must have the AI Assistant to utilize this setup. If you are currently not utilizing this feature, it will be activated for your 30-day free trial when this CRM Automation setup is activated, then incur a monthly charge direct from Chime Technologies, Inc.