What should I set up first with the Launch plan?

A step-by-step activation checklist for the Launch plan, covering AI CRM, third-party CRM integration, the mobile app, and Service Area.

Important: This checklist is for Launch plan accounts. Social Media Management and AI Lead Nurture are optional add-ons on the Launch plan rather than standard inclusions — see What's included in the Launch plan to confirm your plan includes these features.

The Launch plan is designed for full-time solo agents building a credible, professional foundation, helping you convert existing relationships into consistent clients with the essential tools needed to operate and grow confidently. This checklist covers what to set up first with the Launch plan, in the recommended order, with a link to the full setup steps for each activation.

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Launch plan activation checklist

Complete these activations in order to get the most out of your Launch plan:

• AI CRM — Activate contact management and lead capture. See How do I connect my email to AI CRM?
• Third-party CRM integration — Sync an external CRM tool if you use one. See What CRM integrations does Luxury Presence support?
• Mobile app — Download and log in to the Luxury Presence Mobile App. See How does an agent or team member log in to the mobile app?
• Service Area — Define the service areas that power your SEO, ads, and lead scoring. See How to manage your Service Area
• Social Media Management (optional add-on) — Available as an add-on for Launch plan accounts to set up social publishing and distribution. See What is Social Media Management?
• AI Lead Nurture (optional add-on) — Available as an add-on for Launch plan accounts to automate SMS follow-up with your leads. See What is AI Lead Nurture?

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Live training for the Launch plan

Live training sessions can help you complete these activations and get familiar with key platform features — we recommend attending early in your onboarding. For how to find and register for live sessions, on-demand videos, and other resources, see Where can I find training and resources?

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FAQs

Which plan does this activation checklist apply to?

This activation checklist is for Launch plan accounts. AI CRM, third-party CRM integration, the mobile app, and Service Area are standard on the Launch plan. See What's included in the Launch plan to confirm your specific account's features.

Are Social Media Management and AI Lead Nurture included on the Launch plan?

No — Social Media Management and AI Lead Nurture are optional add-ons on the Launch plan rather than standard inclusions. Contact our support team to add either one to your account.

Do I need to complete these activations in order?

We recommend following the order listed above — earlier items like Service Area feed directly into later features like SEO, ads, and lead scoring, so setting them up first helps those downstream features work correctly. That said, you can activate any feature at any time; the order is a recommendation, not a requirement.

What if I need help completing one of these activation steps?

Each item in the checklist links to a dedicated guide with the full setup steps. If you get stuck on any step, contact our support team.

How do I contact Luxury Presence support about activating my Launch plan?

You can reach our support team through any of the following:

• Live chat via the Presence® Platform (fastest)
• Email: support@luxurypresence.com (general) / billing@luxurypresence.com (billing)
• Phone: 310-955-1077, option 2 (Monday–Friday, 6:00 AM–6:00 PM PT)