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Brand Plan Activation Guide

  • Apr 9, 2026
  • Knowledge

Title
Brand Plan Activation Guide
URL Name
Brand-Plan-Activation-Guide
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Brand Plan Activation Guide

Each Luxury Presence plan includes a different set of features designed to support your growth—from launching a polished digital presence to scaling marketing, automation, and client engagement.
 
This article provides a high-level overview of recommended activations for the Brand Plan, so you know what to set up first and where to find step-by-step guidance.

Brand Plan: Visibility & Credibility

The Brand Plan is built for agents and teams focused on strengthening their reputation. It helps position you as the obvious choice wherever prospects and referrals are searching by expanding visibility across search, social, and local discovery channels.

Activation checklist

☐ Presence® CRM – Activate contact management and lead capture
 
☐ 3rd-Party CRM Integration – Sync external CRM tools if available
 
☐ Mobile App – Steps to download and log in to your mobile app
 
☐ Service Area – Define service areas that power SEO, ads, and lead scoring
 
☐ Google Business Profile Setup – Connect and optimize your Google Business Profile
 
☐ In-App Ads – Launch advertising directly from the platform

Note: Social publishing is available as an optional add-on for Brand Plan customers. [Learn more about AI Social publishing HERE]

Live training opportunities

Live training sessions are available to help you complete setup and understand key platform features. We recommend attending these sessions early in your onboarding.

 
You can view upcoming sessions and register here:

Training topics include:

  • Presence® CRM
  • Luxury Presence Mobile App
  • Platform & Website Builder