Two weeks from hello to handing it off.
We call our onboarding the Groundwork. About an hour and a half of your time, start to finish. We carry the rest.
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15 minutes
Apply
Tell us about you and your business. We review every application and reply within two business days.
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2Day 1
Trailhead
Once you're accepted, you get your own Groundwork page. It shows exactly where you are, what's next, and ticks things off as you go. Nothing to log into.
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3Days 1 to 5 · about 45 minutes, in short pieces
Map it out
Six short forms about your business, brand, voice, socials and how you stay in touch with clients, plus what you'd like off your plate. Do them in one sitting or spread them out.
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4First week · 30 minutes
Plan the route
Your kickoff call. We settle what we're taking on, how you'll send us paperwork, and how we'll keep you in the loop.
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5Week 2
Lay the groundwork
Your crew gets building. You see exactly what your clients will see before anything goes out.
- Branded client emails and newsletter
- Your calendar and booking link
- Deal checklists and file folders
- Your social workspace and first posts
- Client care calendar: birthdays, anniversaries, holiday cards
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6Day 14
On the trail
Send us your next listing or accepted offer. A quick form, talk-to-text welcome. From here, we've got it.
Start with a five-minute application
No commitment. We'll reply within two business days.