Post Go Live Checklists

We want you to be prepared and confident as you move forward so follow our checklists to be sure you’re setting yourself up for success with Ylopo!

  • ✓ 1st New Client Meeting (CSM)

    Items to Review:

    • How to navigate the Ylopo support system

    • Self Service landing page

    • Recap of client license and what you’re paying for in addition to lead types

    • Review of your goals captured in setup

    • Review top 2 Goals and what you want to accomplish by signing up with Ylopo

    • Pre schedule coaching call for within 30 days

    • Discuss daily ‘Go Live Training’ if needed

    • Pre schedule 30 day checkin

    • Discuss Ylopo goals to ensure smooth setup completion

      • (Mass Lead Import, Remarketing Budget, Auto Imports, Homebot, Branded site (if applicable), Training, Confirming RAIYA setup, user access)

    ✓ 2 week Marketing Check-in

    Items to Review:

    • Review Mission Control Dashboard

    • Review Ad Areas

    • Review Ad Campaigns

    ✓ 2nd New Client Meeting (CSM)

    Items to Review:

    ✓ 45 Day PPC Marketing Check-in

    Items to Review:

    • Review PPC report

    • Review PPC Marketing Areas

    • Review PPC Ad Campaigns

    ✓ 60 Day Coaching Call with Ylopo Trainer

    Items to Review:

    • Quick review of readiness

    • Review lead follow up, smart lists, and daily workflows

    • Confirm what has been implemented from the training received to-date

  • Mass Lead Import (Buyers)

    • Leads must first be in your CRM that is integrated with Ylopo

    • Leads must have an email address

    • Decide on Remarketing Strategy:

      ✗ Welcome Emails currently disabled. ✗

    • Import Leads via TAGS or CSV file

    Homebot Import (Sellers)

    • Export Sellers via CSV file

    • Name, Email and Zip code is required for seller leads

    • Leads with addresses will also receive the Homebot digest

    • Fill out the Homebot Setup Sheet for Ylopo Support to complete import

Training Checklist: Post Go Live

✓ Go Live Training

This training is designed for new Ylopo clients or clients nearing go-live. This presentation will focus on FUB as the CRM.

✓ FUB Smartlist Crash Course

✓ Client Office Hours with the Coaches

Our Client Office Hours is a great opportunity for you to interact and learn from real estate pros who have found tremendous results in the Ylopo platform. Ylopo Coaches Mike Renick and Matt Croteau will lead discussions on the top must-use tools to convert leads to dollars immediately, on scripting, best practices, and more!

✓ Client Success Office Hours with your CSM (Optional)

>> Ask Your Client Success Manager to Learn More

✓ System and Product Training Webinars - 30 days post Go Live (Optional)

✓ Realtors in Residence (RIR) Office Hours (Optional)

Ylopo Success Community with our Realtor’s in Residence. Discuss best practices, tips, tricks, and so much more from Barry, Gabe, Laura, and Livia.