Onboarding Checklist

Prior to starting your call, it is essential that you have certain key information prepared so that you can set up your Townsite efficiently. Having this data in advance will save time and ensure that the process goes smoothly.

Here's what you'll need to have available:

A headshot of yourself. Find a good photo of yourself for display on your TownSite. This is essential if you'd like residents to associate you as the ambassador of their community. For best results, choose a photo that includes your head, your shoulders, and a smile.
The website of your real estate business. We'll also need the URL of the page where your listings are displayed.
Any legal text that you, your broker, or your MLS require to be displayed on your TownSite.
A list of websites where local news and information about your community can be found. Include for us anywhere our staff might be able to find interesting or engaging updates on your community. (Facebook pages are great for this!)
The URL and login credentials for your Instagram and YouTube accounts, if you'd like us to manage those as well.
Find a large, high-quality photo that you feel best represents your community. This will be displayed on your homepage, so make sure it's attention-grabbing and at least 1200 pixels in width.
A spreadsheet containing contacts from your CRM you would like added to your TownSites mailing list. It should be in CSV format.
Come up with a creative name for your TownSite. Something catchy like "Northville Now", "All Things Ann Arbor", "The Latest in Livonia", etc.