Go Live With Sisu
Our skilled onboarding and implementation team is here to guide your 30-daySisu go-live journey. All of our subscriptions include onboarding at no extra cost.
Basic
This level of support is always free for Sisu customers.
Real time chat with Sisu success team
Email support via [email protected]
Historical response time is under 20 minutes via email and chat
Access to in-depth Knowledge Base articles and videos
Access to Facebook Mastermind group and weekly live Mastermind Zoom's and office hours
White Glove Implementation & Coaching
The best of the best. Not only will you get the best support and implementation coachingbut you’ll have a team that will actually handle the configuration tasks for you.
** Full-service data migration and import
** Full-service integration setup
** Task list implementation and migration
** Commission plans created in the system for you
** Data capture forms configuration
** Webinar- interactive presentation to your agents to get them pumped up and trained on the system
Project kick-off call with Implementation Coach
Account reviews by Implementation Coach
Live meetings via Zoom at critical check points for trainingclarification and collaboration
Direct phone/Zoom support from Implementation Coach
Real time chat with Sisu success team
Email support via [email protected]
Historical response time is under 20 minutes via email and chat
Access to in-depth Knowledge Base articles and videos
Access to Facebook Mastermind group and weekly live Mastermind Zoom's and office hours
** Unique to White Glove Implementation & Coaching
- Historical response time is under 10 minutes via email and chat
- User RosterHistorical Transactions
- Guided assistance with collection and preparation of data above
- Historical response time is under 10 minutes via email and chat
- User RosterHistorical Transactions
- Guided assistance with collection and prep of data above
- Historical response time is under 10 minutes via email and chat
- User RosterHistorical Transactions
- Guided assistance with collection and prep of data above (Task lists require Sisu template)
Sisu 101 Video Series
The best way to get a jump on your go-live journey is by watching our Sisu 101 designed to teach you the basics that will set you up for success!
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We’re here to make your Sisu setup journey super easy - maybe even fun! With so many things that Sisu can do for you and your businesswe have broken the setup process down into 6 easy steps so you can have your system up and running in no time!
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This video series takes you from newbie to power user with bite-sized tutorials covering everything from navigating the dashboard and managing transactions to crushing goals and wowing clients. Get ready to level up your productivity game! 🚀
Five Steps for Success
Here is a quick overview of what your 30-day go-live journey will involve. Your commitment and you taking ownership of your success is required - but the reward is massive team growth.
Step 1: Setup your Sisu Data Entry/View Forms & Import your past data.
You’ve probably already been tracking some dataand you probably want that data imported into Sisu. Our team helps with that. We can do several types of imports: transactionsactivities and your agent roster.
1. Import Agent Roster and set Up Agent Accounts
Firstsend us an agent roster so that we can get all of your agents set up. We won’t email your reps till you’re up and rolling.
Read More
2. Formatting and importing
custom tracking spreadsheets
If you’ve been tracking transactions on custom spreadsheets (or need to pull a file from existing systems)this is the next step…
Watch Video
3. Full Service cTE spreadsheet migration
If you’ve been using CTEour team has a full service import process. Instructions are here on what and how to send us your CTE spreadsheets.
Watch Video
4. Importing historical lead
generating activities
Finallydo you have a file containing historical lead gen activities such as dialsconversationsor appointments? Here is how we can import (not required).
Read More
Step 2: get training on your time.
The training videos below will teach you the core concepts that you must understand to have success with the platform. Take your time with them. It will pay off.
Required: General Onboarding
All Sisu Admins (and all of your team membersreally) need to watch this video to understand the basics of Sisu. There are only a few core concepts that you really need to understand to get value out of the platform. After 30 minutesyou’ll have a grasp on those core concepts and be ready to kill it with the Sisu solution.
Bonus Modules
Step 3: Connect!
All your real estate technology solutions data visualized and gamified in real-time. Combine all the data from your systems into Sisu dashboards and leaderboards to make rapid data driven decisions and increase accountability.
Step 4: set up project management workflows for transactions
Sisu helps you standardize your workflows in the same way it helps you standardize your sales process.
This article will help you build out the right templates and processes to make sure every transaction is smooth like silk.
task project management in sisu
We have redefined “transaction management software”. Sisu project management for real estate elegantly simplifies your most complex transactions and busy workloads with drag and drop task boardscustomer created formsfieldsnotifications and task templates.
Step 5: download the app!
Sisu users are on the go…everyday24 x7. Make sure you download the Sisu mobile app.
Step 6: keep pushing forward
Join our Sisu Mastermind group to learn about new and innovative ways to use our solution. Network with people who are doing it best.
Join Sisu Mastermind Group