Onboarding

Getting Started With Sisu

Whether you want to handle the implementation yourself or have our white-glove team handle it for you, we have implementation options.

Regardless how you choose to implement Sisu, the best way to get up and running fast is by attending Sisu 101 - a 3 course series designed to teach you the basics that will set you up for success!

[LEADERSHIP 101] 5 Shifts You Can Make Today to Radically Increase Adoption of Sisu
Hosted by Zac Muir, Spring Bengtzen

You can spend the next year trying to figure out the best way to integrate Sisu into your business—or, you can jump into Coaching to shorten the learning curve and develop even better leadership skills.—Brian Charlesworth, CEO of Sisu

[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...

Basic

$0 Always Free

This level of support is always free for Sisu customers.

What's included:

Implementation Coach

$699 90 Days

This is our minimum recommended standard for getting started with Sisu. You’ll have dedicated, real-time support from one of our implementation coaches to make sure your project goes smoothly.

What's included:
  • * Project kick-off call with Implementation Coach

  • * Account reviews by Implementation Coach

  • * Live meetings via Zoom at critical check points for training, clarification and collaboration

  • * Direct phone/Zoom support from Implementation Coach

  • Real time chat with Sisu success team

  • Email support via Success@sisu.co

  • 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 Implementation Coach

Basic

$0 Always Free

This is the level of support you will always have free access to as a Sisu Client

What included:
  • Access to chat box.

  • Email support via
    Success@sisu.co.

  • Historical median response time is under 20 minutes via email and chatbox

  • Access to in-depth KB articles at kb.sisu.co

  • Access to Facebook Mastermind group (facebook.com/
    groups/sisu.mastermind)

White Glove Implementation & Coaching

$1999 90 Days

The best of the best. Not only will you get the best support and implementation coaching, but you’ll have a team that will actually handle the configuration tasks for you.

What included:
  • **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-style interactive presentation to your agents to get them pumped up  and trained on the system

  • *Project kick-off call with Implementation Coach

  • *Weekly account review by Implementation Coach

  • *Up to four** 60 minute Zoom sessions/month to review findings from Coaches account review and address any problems/issues

  • *Direct phone support from Implementation Coach

  • Access to chat box.

  • Email support via success@sisu.co

  • Historical median response time is under 20 minutes via email and chatbox

  • Access to in-depth KB articles at kb.sisu.co

  • Access to Facebook Mastermind group (facebook.com/
    groups/sisu.mastermind)

Action Items

There are five basic steps to get Sisu up and rolling. If you're working with an implementation coach, they will walk you through them. If you purchase Pro Onboarding, they will do them for you. If you are handling them yourself, all the details and instructions are included below. Let's get it!


Step 1: 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 two types of imports: transactions and activities.

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