Schedule a One-on-One Session or Book a Call with Our Success Team
Need personalized guidance or want to review your performance? Our Customer Success team is here to help you optimize your results with 8020REI through one-on-one support and strategic check-ins.
Before You Book
Before scheduling your call, we recommend reviewing our Marketing One Pager, which includes key best practices for campaign strategy, messaging cadence, and performance tracking. This helps ensure your session is focused and productive.
You can also explore our Knowledge Base for additional resources on campaign setup, BuyBox management, and list optimization.
When to Schedule a Call
You should consider booking a one-on-one session when:
You want help interpreting your latest property list
You're planning to update your BuyBox or explore a new market
You need support understanding results or optimizing your KPIs
You're refining your marketing channels (mail, SMS, cold calling)
You’re preparing for growth and want help adjusting strategy
?️ We recommend scheduling at least one engagement session per quarter to review your progress and align your strategy with your business goals.
Types of Sessions Available
Use the links below to schedule time with the appropriate team member:
Marketing Strategy Call
Review your campaign cadence, messaging strategy, and outreach channels.
Marketing StrategyCustomer Success Session
Focus on your BuyBox, lead scoring, and overall fulfillment performance.
Success team
? Tip: Include any specific questions or topics you'd like to cover in the booking form so we can prepare in advance.
How to Prepare for Your Session
To make the most of your one-on-one call:
Review your Marketing One-Pager and recent list performance
Bring any campaign data, metrics, or concerns you want to discuss
Have your tools (e.g., 8020REI dashboard, CRM, campaign platforms) open and ready
Be prepared to share your short- and mid-term goals for context
Availability & Response Time
Sessions are typically available within 3-5 business days. If you’re unsure which session type to choose, contact your Account Manager and we’ll help guide you to the best fit.