Onboarding

First steps after signing up — account setup, portal access, and initial configuration.

Your Onboarding Checklist
Your onboarding has 9 milestones and targets 10 days from sign-up to first data delivery. Your dedicated Customer Success Manager drives the entire pro...
Fri, 3 Apr, 2026 at 7:46 PM
How to Schedule a Customer Success Call
Key point — Book an Engagement Call with your CSM to review BuyBox performance, optimize marketing channels, or plan market expansion. Sessions are avai...
Fri, 3 Apr, 2026 at 8:00 PM
Lead Delivery Timeline After Onboarding
Key point — Data service clients can receive their first leads in as few as 3-4 business days. Most clients are fully onboarded and receiving leads with...
Fri, 3 Apr, 2026 at 8:00 PM
Data Services: How Many Properties You Get Access To
Key point — You get access to every property in your selected market(s), across all property types. Your BuyBox filters then narrow this universe down t...
Fri, 3 Apr, 2026 at 8:00 PM
Why Sharing Your Deal History Improves Lead Quality
Key point — Your past deal data lets our ML models reverse-engineer your success pattern. Clients who share deal history receive leads calibrated to the...
Fri, 3 Apr, 2026 at 8:00 PM