Key point — Book an Engagement Call with your CSM to review BuyBox performance, optimize marketing channels, or plan market expansion. Sessions are available within 3-5 business days.

When to book

Schedule a session when you need help with:

  • BuyBox review — adjusting filters, exploring new markets
  • Performance analysis — understanding KPIs, identifying conversion gaps
  • Channel optimization — improving mail, SMS, or call campaigns
  • Growth planning — scaling into new counties or property types

How to prepare

Maximize your session by coming prepared:

  1. Review your Marketing One Pager and recent list performance
  2. Bring specific campaign data, metrics, or questions
  3. Have your 8020REI dashboard and CRM open
  4. Write 2-3 concrete questions in the booking form so your CSM can prepare

How far out can I schedule?

Sessions are typically available within 3-5 business days. We recommend at least one session per quarter to stay aligned with your goals.

Should I review anything first?

Yes. Review the Knowledge Base and your Marketing One Pager before booking. The more context you bring, the more actionable the session.