Onboarding

Go Live With Sisu

Our skilled onboarding and implementation team is here to guide your 30-day, Sisu go-live journey. All of our subscriptions include onboarding at  no extra cost.

Basic

$0 Always Free

This level of support is always free for Sisu customers.

What's included:
Support
Live chat with the Sisu success team
Email support via success@sisu.co
    • Historical response time is under 10 minutes via email and chat
    Access to in-depth Knowledge Base articles and videos
    Access to weekly live Mastermind Zoom's and office hours
    Access to Sisu 101, 201 series webinars to expedite your onboarding
    Direct phone/Zoom support from your implementation coach
    Data Migration
    Data import in conjunction with use of Sisu templates
      • User Roster, Historical Transactions
      • Guided assistance with collection and preparation of data above
      Configuration, Training & Post Go-Live Account Management
      Full-service integration setup with your CRM
      Forms usage and ongoing customization review
        Task list usage and ongoing customization review
        Commission plans created in collaborative working session
        Reporting, Challenge and Leaderboard configuration & usage training
        Goal Setting calculation and entry overview training
        Sisu custom branded with your branding
        Assistance with setup of corresponding components in Client Portal and Recruiting
        Post go-live Account Management
        Training Format
        1:1 Project kickoff call with your Implementation Coach
        1:1 Webinar style interactive presentation to your agents to get them pumped and trained on the system
        1:1 Account reviews with your Implementation Coach (first 30 days)
        1:1 Live Meetings via Zoom at critical checkpoints for training, clarification, collaboration
        1:1 Account reviews with your Account Manager (ongoing)
        Ongoing strategic planning, collaboration, and training sessions
        Sisu Essentials
        Included with your subscription
        Sisu Essentials
        inluded with your subscription
        Support
        Live chat with Sisu success team
        Email support via success@sisu.co
        • Historical response time is under 10 minutes via email and chat
        Access to weekly live Mastermind Zoom's and office hours
        Access to Sisu 101, 201 series webinars to expedite your onboarding
        Direct phone/Zoom support from your implementation coach
        Data Migration
        Data import in conjunction with use of Sisu templates
        • User Roster, Historical Transactions
        • Guided assistance with collection and prep of data above
        Configuration, Training & Post Go-Live Account Management
        Forms usage and ongoing customization review
        Task list usage and ongoing customization review
        Commission plans created in collaborative working session
        Reporting, Challenge and Leaderboard configuration & usage training
        Goal Setting calculation and entry overview training
        Sisu custom branding with your branding
        Assistance with setup of corresponding components in Client Portal and Recruiting
        Post go-live Account Management
        Training Format
        1:1 Project kickoff call with your Implementation Coach
        1:1 Webinar style interactive presentation to your agents to get them pumped and trained on the system
        1:1 Account reviews with your Implementation Coach (first 30 days)
        1:1 Live Meetings via Zoom at critical checkpoints for training, clarification, collaboration
        1:1 Account reviews with your Account Manager (ongoing)

        Ongoing strategic planning, collaboration, and training sessions

        Sisu 101 Video Series

        The best way to get a jump on your 30-day, go-live journey is by attending or watching recordings of our Sisu 101 3 course series designed to teach you the basics that will set you up for success!

        [TUES] Sisu 101 Session 1: Intake Forms & Fields
        Hosted by Zac Muir, Joe Vargo

        Welcome to Sisu 101: Intake Forms & Fields 🧠 In this hands on tutorial, you'll learn everything you need to know to get started with Sisu's forms and fields. We'll show you how to get around, so you...

        [WEDS] Sisu 101 Session 2: Commissions
        Hosted by Zac Muir, Joe Vargo

        Welcome to Sisu 101: Commissions 🧠 In this high-level overview, you'll learn everything you need to know to get started with Sisu's Commissions. We'll show you how to get around, so you...

        [THURS] Sisu 101 Session 3: Tasks
        Hosted by Zac Muir, Joe Vargo

        Welcome to Sisu 101: Tasks 🧠 In this high-level overview, you'll learn everything you need to know to get started with Sisu's tasks. We'll show you how to get around, so you...

        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 data, and you probably want that data imported into Sisu. Our team helps with that. We can do several types of imports: transactions, activities and your agent roster.

        1. Import Agent Roster and set Up Agent Accounts

        First, send 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 CTE, our 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

        Finally, do you have a file containing historical lead gen activities such as dials, conversations, or 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 members, really) 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 minutes, you’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.

        Step 5: download the app!

        Sisu users are on the go…everyday, 24 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