Annual subscribers also receive Matt Stafford's free bonus course (Senior Referral Academy or Senior Placement Institute, depending on plan), and every subscriber gets weekly Office Hours with both founders.
We make onboarding easy with personalized sessions, step-by-step video tutorials, and a comprehensive knowledge base to help you get up and running quickly.
Our team also hosts regular live webinars to walk you through advanced features and best practices—so you can get the most out of the platform.
If you have existing CRM data you'd like to bring over, you have two simple options:
1. Import it yourself (we'll provide clear instructions), or
2. Let us handle the full transfer for you with our white-glove service—just a one-time $200 fee.