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Design Consultation
Platform Consultation
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Starter

Platform Consultation

An independent, proud agency for everything brand design + Marketing

Estimated Timeline

Meeting 1

Platform Consultation

Including Discovery + Implementation Integration

Meeting 2

Design Consultation

Including Design Spectrum + Brand Download +Templates Wishlist Discussion

Meeting 3

Review & Test Platform

Confirm Custom Set Up + Integration with Test Templates and Users

Meeting 4

Design Presentation

Presenting Custom Suite Of Templates

Meeting 5

Live Leadership Training

Client learns front & backend and gains full admin access to live custom platform

Meeting 6

Adoption Strategy

Review Promotional Materials + Strategize on Best Adoption & Engagement Support

Month 4

Template Feedback

Review Platform For Users + Create More Template Designs based on Feedback

Month 5

Promotional Templates

Discuss Additional Templates including Ads, Events Materials, Office space, + more!

Month 6

2x On Popular Templates

Double Up on Most Used Designs with More Creative Layouts

Month 7

Campaigns & Collections

Create Custom Templates to Support Campaigns + Official Collections

Month 8

Continued Requests

Set Up Reoccurring Monthly Meeting to Review + Continued Template Needs

Continued Training & Support:

Promote, Present x Train All Users
Leadership x Agent User Customer Service:

10am - 8pm EST | Monday through Friday

Multiple Listing Service (MLS)

Optimal Blue

Single Sign On (SSO)

Print Shop / One Step

What is the ultimate goal you want to achieve with Maxa?

What programs or platforms do you use currently?

How would you like to improve your existing marketing procedures?

Do you have a team fulfilling agent needs or are agents mostly on their own?

How strict or relaxed are you with agents customizing branded materials?

Platform Roles

User

  • Default Role

  • Frontend Platform Access

  • Limited To Design Customization

MANAGER

  • Frontend Platform Access Only

  • Manage A Team (Become, Invite & Archive Users)

ADMIN

  • Front And Backend Access

  • User/Manager Supervision, Interaction & Management

User Organization

User groups

  • Divide users by GROUPS to have exclusive access to categories of DESIGNS only they should see.

offices

  • Divide users by the physical (or metaphorical!) OFFICE they are part of. There is also an OFFICE MANAGER ROLE who can become users in their office.

teams

  • (Use the same video of manager's )Assign a TEAM MANAGER to a group of any users (does not need to be teams of people who actually list together, can be any group of users) A TEAM MANAGER can become anyone on their team.

Default setup

Used By 99% Of Clients | In Meeting 3, you’ll be given user accounts and access to test templates to confirm your lock setup preferences.

Logos/Disclaimers/Icons
Design Elements Unlocked
Photos + Text Unlocked

Please select the one you want to use

User Editing Options

Font & Color Choice

Font

PREDEFINE COLORS FOR TEMPLATE USE

Lender/Agent Branding

How would you prefer agent and lender information to populate on the designs?

Compliance

Admins and/or Managers can approve templates before they can be exported, downloaded, or shared.

Concierge

Allow your users to request custom work by your marketing team.

Do you want to integrate with ISSUU.COM

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