Welcometo PROCASA
Welcome Message
Welcome to the Procasa family! We're thrilled to have you on board and excited to help you achieve your goals with our Studio and Social platforms.
This welcome packet contains everything you need to get started, find support, and make the most of your investment with us. Our team is committed to your success, and we're here to support you every step of the way.
Ready to get started? Let's dive in!
TableofContents
YourSuccessTeam
PROJECT MANAGER
[PROJECT MANAGER NAME]
Email: [PM EMAIL]
Phone: [PM PHONE]
Specialties: [LIST SPECIALTIES]
Bio: [BRIEF BIO ABOUT PM]
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CLIENT SUCCESS MANAGER
[CSM NAME]
Email: [PM EMAIL]
Phone: [PM PHONE]
Specialties: [LIST SPECIALTIES]
Bio: [BRIEF BIO ABOUT PM] Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud
Technical Support
Email: help@procasa.tech
Response Time: [RESPONSE TIME]
Available: [HOURS/DAYS]
Leadership Team
[LEADERSHIP NAME 1] - [ROLE] [LEADERSHIP NAME 2] - [ROLE] [LEADERSHIP NAME 3] - [ROLE]
GettingStarted Checklist
Phase 1
Immediate Setup (Week 1)
Phase 2
Foundation Building (Weeks 2-3)
Phase 3
Launch Preparation (Week 4)
Getting Started Videos Resources & Support
[VIDEO TITLE]
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[VIDEO TITLE]
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[VIDEO TITLE]
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[VIDEO TITLE]
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First video to watch
Third video to watch
Second video to watch
Fourth video to watch
Support Decision Tree
Mail: help@procasa.tech
INCLUDE: Screenshots, error messages, steps you took
csm@procasa.tech
pm@company.com
csm@company com
Drop-In Support Sessions
SCHEDULE
Drop-in (No Appointment Needed)
WHAT TO EXPECT:
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Scan the QR Code to Join the Class!
Agent Custom Services
Procasa’s comprehensive creative services for brokerages cover almost everything agents need on a daily basis. Most of the products and services below are included with your selected modules, using hundreds of professional marketing templates branded to your brokerage. However, occasionally, agents request custom work that goes beyond those parameters. Here is a list of some of those requests that require custom support.
Agent Custom Services
The following items represent custom design requests that go beyond our standard templated offerings. These services involve structural changes to existing templates or creating entirely new designs from scratch based on individual agent needs. Each item listed requires custom design work as opposed to simply updating information on our pre-branded templates. All custom design services include up to three rounds of revisions to ensure the final product meets your specifications.
Next Steps
Your 30-Day Roadmap
KeyMilestonestoWatchFor
[MILESTONE 1]
[MILESTONE 2]
[MILESTONE 3]
[MILESTONE 4]
SuccessMetricsSuggestions
[MILESTONE 1]
[MILESTONE 2]
[MILESTONE 3]
[MILESTONE 4]
HowtoMaximizeYourInvestment
TiePlatformAdoptionintoKeyBusinessAreas:
Recruiting&TalentAcquisition
[HOW TO USE PLATFORM FOR RECRUITING] [TEMPLATE SUGGESTIONS] [SUCCESS METRICS]
Coaching&TeamDevelopment
[HOW TO USE PLATFORM FOR COACHING] [TRAINING MATERIALS CREATION] [PROGRESS TRACKING]
BusinessGrowth&Marketing
[HOW TO USE PLATFORM FOR GROWTH] [MARKETING AUTOMATION FEATURES]
[ROI MEASUREMENT]
[TIP 1]
[TIP 2]
[TIP 3]
[TIP 4]
Quick Reference
[COMPANYNAME]
[COMPANYADDRESS]
[COMPANYPHONE]
[COMPANYEMAIL]
[COMPANYWEBSITE]
LABHOURS:[DAY]AT[TIME]
