AgentMethods Scale Plan — Onboarding
This is a quick overview of exactly what's included in your AgentMethods onboarding — what we'll build for you, how many meetings are included, and what we'll need from you.
| Meetings included: | Up to 4 |
| Additional meeting: | $100 each |
| Target timeline: | ~30 days from intake to launch |
What's Included
As part of your Scale plan, our team will build, set up, and launch:
- Your website
- Social
- Newsletter
- Your review tool (pulling reviews from Google Business, Facebook, RetireFlo, and AgentReview)
- Your scheduler
We do the setup work for you — you're involved through a set number of guided meetings.
Your Onboarding Meetings
A few things only you can do — we'll guide you through each one live, but can't do them on your behalf. Here's what to expect meeting by meeting:
After each meeting, we'll send a recap and next-steps email so you always know what's needed for the next one.
Meetings & Rescheduling
Your plan includes up to 4 meetings. Additional onboarding meetings are available if you'd like one, for $100 each.
If you're not quite ready to cover something on our agenda, we'll pivot to another topic we can tackle that meeting instead, so it isn't wasted. If there's truly nothing else to cover, we'll recommend rescheduling — your first reschedule is on us and won't count against your plan.
Training, or We Handle It — Your Call
We build your website for you and set up your marketing tools and review tool with your input. Want to learn to make edits yourself? Just ask. Prefer we keep handling it? That works too — either way, we'll keep you in the loop on what's happening.
Between meetings, your dashboard's Get Started tab is available anytime if you want to learn more or get a head start — entirely optional.
What's Not Included
- Creating new social media platforms/accounts on your behalf — you'll need existing accounts to connect
- Creating your Google Business Profile — you'll need an existing profile to connect
- Purchasing your domain or setting up domain email — you'll need to handle this one yourself