Prepare for your Onboarding Call

Welcome to AgentMethods! We're excited to have you here. πŸŽŠ

We offer all new members 1-1 onboarding calls, helping you fastrack the implementation process. If you have not yet scheduled your onboarding call, you can do so at this link. 

During the call, our team will guide you on how to:

  • Use the AgentMethods dashboard
  • Customize your online presence
  • Connect your social media
  • Launch AMPlify campaigns
  • And more...

The onboarding call will take approximately one hour, and any member of your team is welcome to attend. 

In this guide, we'll walk you through steps on how to prepare for a successful onboarding call. 


Preview Your Account

Take time to make sure you are able to log into your AgentMethods account, then explore your account and settings. Do you have any questions that come up? Would you like specific instructions on certain features? Write all your questions down.

Collect Digital Logins

To launch your site, we will need access to your domain and other online services.  

Please gather the login credentials for the following:

  • Your domain registrar
  • Google Business Profile
  • Yelp
  • Facebook and LinkedIn (If you have purchased Agent or Super Agent accounts)

If you don't have some of these accounts, that's ok! Your domain registrar is the most important information for the callβ€” everything else can be optional. 

Collect Your Contacts

Please note that AMPlify campaigns are available only to Agent and Super Agent accounts

In order to send successful marketing campaigns, you need to know who to send them to! 

Start organizing your contact list in one place (such as a Word document or spreadsheet) so we can easily import it. Don't worry if you don't have a lot of contacts - you can easily add more contacts over time. 

Gather Your Team

Prior to your call, make sure you and your team are in a quiet location with a stable internet connection. We will conduct the onboarding call via a web meeting. You will receive the meeting link information to your email inbox. 

We're looking forward to helping you get started with AgentMethods! 

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