This setup is designed for those like you with an Enterprise account and needs the system ready to go for your team members to be added. 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 90 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 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.
