Launch 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 Launch Plan, so you know what to set up first and where to find step-by-step guidance.

The Launch Plan is designed for full-time solo agents building a credible, professional foundation. It focuses on helping you convert existing relationships into consistent clients with the essential tools needed to operate and grow confidently.

☐ Presence® CRM – Activate contact management and lead capture

See: Presence® CRM Activation Guide

 

☐ 3rd-Party CRM Integration – Sync external CRM tools if available

See: 3rd-Party Integrations Guide

 

☐ Mobile App – Steps to download and log in to your mobile app

See: Mobile App Activation Guide

 

☐ Service Area – Define service areas that power SEO, ads, and lead scoring

See: Service Area Guide

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: