Your onboarding has 9 milestones and targets 10 days from sign-up to first data delivery. Your dedicated Customer Success Manager drives the entire process — expect a welcome call within 48 hours of signing up.
The 9 Onboarding Milestones
| 1. CSM/POC assigned — Your dedicated Customer Success Manager is assigned and reaches out within 48 hours. They are your single point of contact throughout onboarding and beyond. |
| 2. Billing setup complete — Your ChargeOver subscription is activated and billing details confirmed. |
| 3. County configuration — You and your CSM select which counties you will receive data for, based on your investment strategy and market preferences. |
| 4. BuyBox configuration — Define your target property criteria: price range, property type, location filters, and distress signals that matter to your strategy. |
| 5. Marketing goals defined — Set your volume targets and channel preferences so we can tailor data delivery to your marketing workflow. |
| 6. Service type selected — Choose which marketing channels to activate (direct mail, SMS, cold calling, etc.) so your data files are formatted accordingly. |
| 7. Domain setup — Your dedicated data domain is configured for secure file delivery. |
| 8. First engagement call — A strategy session with your CSM to review your setup, confirm targeting, and align on goals before your first data delivery. |
| 9. Onboarding NPS — A brief feedback survey about your setup experience. This helps us continuously improve the onboarding process. |
What to Have Ready
To keep onboarding on track, prepare the following before your first call with your CSM:
| Past deal data — Any history of closed deals, contract results, or marketing outcomes. This gives BuyBox IQ a head start on learning your patterns. |
| County preferences — Which markets you want to invest in, ranked by priority. |
| Marketing budget — Your monthly spend per channel so we can recommend appropriate volume targets. |
| Team contacts — Names and emails for anyone on your team who needs access or should receive data deliveries. |
Timeline
Our target is 10 days from sign-up to first data delivery. Most of the time is spent on steps 3–6, where your input shapes the targeting. The faster you provide your preferences, the faster your first list arrives.
Important: Your CSM drives the onboarding process, but they need your input at each milestone. Responding promptly to requests for county preferences, BuyBox criteria, and marketing goals keeps your timeline on track.
