Integrations Review

• MLS, SSO, Testimonial Platform, CRM etc.

Platform Setup

Customization Limits:

• What locking mechanisms are we using for text boxes / images / colors, fonts, etc.?

Contact / Legal Information on Designs

Personal Branding Options

Internal Setup (Offices, User Groups, Teams)

Are you using OneStep or download only?

Custom Platform Features / Integrations

Estimate Go-Live Date

MSA must be signed before we can begin work on your project.

Design & Integration Questionnaire have been filled out and submitted.

• Please send the info back no later than 24 hours prior to the meeting.

Make sure all necessary team members are on the calendar invite.  

• Marketing  / Tech / Decision Makers

Set up MLS introduction email introducing your Brand Director

Send SSO information (if needed)

Send CRM information (if needed)

Reach out to your customer testimonial/review

Platform(Testimonial Tree, Experience, etc.) has data enabled for MAXA (if needed)

Print Setup is defined

Platform Setup is defined                  

• Agent Contact Info / Platform Roles / Legal Info / Downloadable Content & Hyperlinks

Understand your Brand Vision, Expectations, & Goals

Define Art Direction

Review Brand Guidelines & Rules (if available)

How much are we tweaking? Are we adhering to the brand guidelines as they are now or are we evolving your brand? (new colors / fonts / patterns etc.)

Review MAXA design examples

Confirm Wishlist template breakdown for initial launch

Prepare designs you can send over for inspiration

Prepare designs you would like to have uploaded / tweaked.         

Make sure all necessary team members are on the calendar invite

• (Creative Team / Marketing Team / Decision Makers)

Envision your brand on MAXA and what, if anything, you’d like to have changed/updated compared to your existing marketing collateral, social media, and email newsletters

Send any remaining assets (designs, logo files, brand guidelines, etc.)

Ensure Wishlist Template Breakdown is set                                                                                

Review correct functioning of all integrations.

Review agent information setup including lock settings, contact information, and licensing requirements

Make sure all necessary team members are on the calendar invite.

• Tech / Marketing Team / Decision Makers

Explore and test templates. Confirm your preferences using our Platform Setup Confirmation form.

*Note: Confirm by meeting 4. If there are changes needed after then, MAXA will bill $1,000 dollars to manually reset all templates as it can take 50 hours.

Review Sample Custom Template Designs

You will see about 20% of the final designs

Get ready to see your new branded templates! This is the time to give us your feedback.

Make sure all necessary team members are on the calendar invite.

• Creative Team / Marketing Team / Decision Makers

If a date for going-live has not been confirmed, we need to choose a date in this meeting.

We’ll send you a PDF of the presentation to review on your own time. We may ask for a due date of your feedback edits so we can set our next presentation date.

In this call, you’ll learn the basics of how to:

Customize a design from the user perspective, showing quick photo and text editing tools

Edit master templates and use our layer panel/locking options as an admin

Manage/add/suspend your users and templates

Manage compliance/concierge (if needed)

Create user groups and categories and how to manage them

Review analytics

Consider how you would like the MAXA platform to elevate and streamline your existing marketing workflow

Think about your internal roles and responsibilities of your team

Who will be in charge of concierge/design requests on agents behalf? (optional)

Who will be in charge of compliance? (optional)

Explore and experiment with the platform

If you have questions or edits/feedback, send them all at once or we can book another meeting to discuss.

Introduction to Customer Engagement Manager who will help with engagement and platform interaction post-onboarding phase.

Present Platform Updates (if needed and discussed in previous meeting)

Strategize platform rollout & promotion

• What tools and marketing channels can we use to promote the platform to your users?
• How can MAXA support your template needs?
• How will we present the platform to the agents?
• Will we do a slow rollout or will everyone have access at once?
• How can we ensure that Users stick to the platform?

Prepare any questions about the platform, templates, categories, and onboarding

Think about how you’d like to introduce this to your users

Schedule monthly check-in to review user engagement and general feedback.

Template Review

Scheduling of additional trainings (if needed)

You will be receiving MAXA email newsletters every month with platform updates. *Be on the look out!

Confirm permission to email your users with platform tips and tricks for optimal usage and engagement.