Database

Database Management

Thank you for taking action today to get yourself the leverage you have been looking for in your business. Below is how we can help you be more efficient and take your business to the next level. We make this part of the process seamless and simple so you can move on to dollar-producing activities!
Name*

First NameLast Name
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
Start Date*

MonthDayYear
Date
What is more important to you if we are waiting on approval from you to hit an agreed upon delivery date?*

For your project to be "On Time" to the scheduled delivery dateFor your project to be delayed to be "Perfect" and wait for your response and possibility miss the deadline
Please help us understand what you are looking for & how to access your database(s) -
Do you need extra database clean up? (Additional $15/hr)*

Yes please!No thank you!
What kind of clean up is your database in need of?

Name clean up ( ex - misplaced last names, no names, etc.)Addresses (ex - blank address 1 with info in address line 2)Adding of dates you have kept elsewhere (home anniversaries, birthdays, etc.)Clean up of personal contacts that have incorrectly imported (ex - "Mom" or "Sewer Guy")Other
Where does your database live? (Select all that apply)*

KW CommandChimeBrivityFollow Up BossTop ProducerSkySlopeExcel SheetGmailOutlookiCloudOther - please specify
Database Platform Login

UsernamePasswordWebsite URL
Additional Database Platform Login (if applicable)

UsernamePasswordWebsite URL
Do have any drip campaigns set up yet?*

Yes and I love them!No (don't worry we are here to help!)Yes, but I want you to fix them
Drip Campaigns Needed

ExpiredFSBOOpen HouseRentersDoor Knocking
Newsletter & DTD2 Info

DTD2 stands for "Do the Database Two". DTD2 is a systematic, repeatable, manageable way of contacting your entire database by phone 4 times over the course of 1 year. We will send you your database as 2 letters a week, spread out to touch the whole database each quarter.
What day of the week do you want your DTD2 list delivered?*
Which format would you like to receive the DTD2 list?

PDFCSV
Do you want to receive your entire database or specific tags? If you want certain tags, please list them here -
Newsletter Topics

We use MailChimp for Newsletters. Most accounts are free of charge; however, if you have over 500 emails addresses in your CRM there will be an additional charge for a paid MailChimp Account. Link to MailChimp pricing: https://mailchimp.com/pricing/marketing/
Newsletter Topics*

Local EventsMarket StatsDesign, Home Life IdeasCustom - May be custom pricingNo Newsletter Please
Do you want birthdays and home anniversaries sent to you monthly or weekly?*

MonthlyWeekly
Would you like us to look for missing birthdays & home anniversaries?
Terms of Service

First payment will be processed right away. Succeeding payments will be processed the first week of every month.

Pricing and Commitment
- Choose One Package for: $325/month
- Add on each additional package: $275/ month each
- Single Event Coordination $295/ per event
(6 month commitment requested - though, if it's not going well we don't expect you to stay)

HOURS - posted in Central Time Zone

Ongoing Support 8am-5pm Monday - Friday

Urgent weekday tasks* until 9pm

Urgent weekend tasks* 11am-7pm

*Urgent tasks - Showing Help, Doc Prep, CMA/Comps

Follows Offer Team Holidays
I have read and agree to the Terms of Service*

Yes, I Agree.
Payment Type*

Monthly6 Months (Save 5%)
Payment Monthly*

ACHCredit Card
Payment - 6 Months (Save 5%)*

ACHCredit Card
Should be Empty:

Database Management

Please help us understand what you are looking for & how to access your database(s) -

Newsletter & DTD2 Info

Newsletter Topics