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Scale Plan Activation Guide

  • Apr 8, 2026
  • Knowledge

Title
Scale Plan Activation Guide
URL Name
Scale-Plan-Activation-Guide
Answer

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

Scale Plan: Automation & Growth

The Scale Plan supports established agents and teams ready to move beyond referrals and networking. It enables you to generate and convert new pipeline from cold audiences through automation, advertising, and advanced engagement tools.

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
 
☐ Social – Set up social publishing and distribution
 
☐ Google Business Profile Setup – Connect and optimize your Google Business Profile
 
☐ In-App Ads – Launch advertising directly from the platform
 
☐ AI Lead Nurture (AILN) – Automate SMS follow-up

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