White-Glove Onboarding That Gets You Live Fast
About the 12 Days of Features
This December, we’re counting down the 12 Days of Features, a daily spotlight on tools inside the SuccessWebsite platform that existing members often don’t realize they already have access to. Each day from December 13–24, we’re unveiling a feature designed to save you time, generate more business, and make your marketing and follow-up dramatically more effective.
If you’ve ever signed up for a new marketing platform and felt instantly overwhelmed, you’re not alone.
Most software companies celebrate the sale… then disappear behind a wall of tutorial videos, help docs, and “good luck” emails. What starts with excitement quickly turns into confusion, inaction, and eventually cancellation—not because the platform was bad, but because it was never properly set up.
Day 11 of our 12 Days of Features is all about Concierge Setup—onboarding done with you and for you, so your system is actually built, understood, and used.
The Real Reason Most Platforms “Don’t Work”
It usually goes something like this:
- Day 1: “Congratulations! Here are 47 tutorial videos.”
- Day 3: You’ve watched half of video two and you’re already confused
- Week 2: The software is still sitting there, unused
- Month 3: You cancel because “it wasn’t worth it”
Plot twist: it was worth it. You just never got properly onboarded.
That’s why we treat onboarding as a service, not a checkbox.
This Is How Onboarding Should Work (Our Way)
Instead of handing you tools and hoping for the best, we start with strategy, then build the system around your business.
Week 1: Strategy First (Not Software)
Before anything is built, we start with a real strategy conversation:
- What are you actually trying to accomplish?
- Buyer leads, seller leads, listings, referrals, database reactivation?
- What does success look like for your business?
- How much time do you realistically want to spend each week?
Everything that follows is based on your answers—not assumptions.
Week 1–2: We Build Everything for You
Once the strategy is clear, our team handles the setup across the features included in your plan:
- CRM configured around your workflow
- Email and SMS follow-up sequences built
- Landing pages created for your campaigns
- First month’s content strategy planned (with Content Accelerator)
- Ad campaigns designed and launched (with Ad Management — you approve everything)
- Integrations connected and tested
You’re not logging into an empty dashboard wondering where to start.
You’re logging into a system that’s already working.
Week 2: Training That Actually Makes Sense
Training shouldn’t be theoretical. It should be practical and relevant.
We walk you through:
- How to use what we built for you
- How to read and understand your analytics
- How to modify campaigns
- How to add and manage new leads
- When to book support or reach out for help
No generic demos. No feature overload. Just clarity.
Support, Clearly Defined (No Guesswork)
One of the biggest frustrations agents have with software platforms is vague promises around “support.” We prefer clarity.
Standard Support (Included for All Clients)
Every SuccessWebsite client has access to real, human support.
Standard support includes:
- The ability to book scheduled support calls
- Ongoing help via email
- Ongoing help via SMS text message
- Guidance on how to use features and troubleshoot issues
You’re supported and never stuck—but you remain in control of building and managing your campaigns.
Enhanced Support (Included with Ad Management)
For clients enrolled in our Ad Management service tier, support goes several steps further.
In addition to standard support, Ad Management clients receive:
- A dedicated marketing representative
- Proactive strategy check-ins
- Monthly performance reviews
- Ongoing campaign optimization and improvement suggestions
- Hands-on oversight of live advertising campaigns
This is the difference between support when you ask and a team actively watching, managing, and improving your marketing.
You’re not left alone with a dashboard and a prayer.
The Difference Between Software and Service
Most platforms stop at:
“Here are the tools. Figure it out.”
We operate differently:
“Here’s what we built for you. Here’s how to use it. Here’s how to win.”
That’s the philosophy behind Concierge Setup—and why our clients actually use the system and see results from it.
Why This Matters
The number one reason agents don’t succeed with marketing platforms has nothing to do with talent, budget, or effort.
They were never fully set up.
That’s why we do it for you.
Our team of digital marketing experts has 27+ years of experience designing effective follow-up strategies, plus technology you can leverage to get more conversations with less effort. To learn more, click the red button below to get started with a free marketing assessment.
