Frequently Asked Questions

What does Corrie Connects do?

Corrie Connects provides structured systems that support visibility, follow-up, and client relationships for real estate professionals.

Services are designed to create consistency behind the scenes so your business can operate more clearly and predictably.

Who do you work with?

Corrie Connects works primarily with real estate agents and service-based professionals who want more structure in how their business operates.

Do I need to use both services?

No. Each service is designed to work independently.

However, when used together, they create a more complete system where visibility and follow-up are aligned.

What is the Structured Visibility System™?

The Structured Visibility System™ is a monthly social media management service designed specifically for real estate professionals. It combines strategic content, business updates, scheduling, and planning to help you maintain a consistent, professional presence while supporting your long-term business goals.

Is this traditional social media management?

No. This is a structured marketing system rather than a high-volume posting service. Every post is created with intention to support your brand, business goals, and client relationships instead of simply filling a content calendar.

What is included each month?

Each month, you'll receive:

• 15 professionally created social media posts

• Strategic captions

• Custom branded graphics

• Current business posts, including listings, pending sales, closings, price changes, and open houses

• Holiday posts for major holidays included in the service

• Content scheduling and publishing

• Monthly planning and organization

• Performance insights and recommendations

Do you create the content?

Yes. All content is created using your branding, business activity, and marketing goals. You'll have the opportunity to review and approve your content before anything is published.

Do I need to provide information each month?

Yes. You'll email any current business activities you want included, such as new listings, pending sales, closings, price changes, open houses, awards, community involvement, or other business updates. This helps keep your content timely and relevant.

Do you manage messages or respond to comments?

No. This service does not include inbox management, comment moderation, or community management. You remain in control of your client conversations and communication.

Will this generate leads?

The Structured Visibility System™ is designed to keep you consistently visible and encourage meaningful conversations with your audience. While consistent visibility can create opportunities, lead generation and conversions also depend on your follow-up, communication, and overall sales process.

What social media platforms do you support?

Content is created for Facebook, Instagram, and LinkedIn. Short-form video content can also be planned for platforms such as Facebook Reels and TikTok when appropriate.

Do you schedule the content?

Yes. Approved content is scheduled and published according to your monthly content plan using professional scheduling software to help maintain consistency and optimize publishing times.

How do I notify Corrie Connects about new listings, price changes, sold properties, or other business updates?

Simply email Corrie Connects as soon as the information becomes available.

Include any relevant details, your preferred publication timing, and upload any photos to your shared Google Drive folder. Corrie Connects understands that real estate is a fast-moving business, and many updates occur without advance notice. We will make commercially reasonable efforts to prepare and publish time-sensitive content as quickly as operationally feasible.

How does this work with my CRM?

The Structured Visibility System™ is designed to complement your CRM by creating consistent visibility that leads to conversations. Your CRM then helps you organize those conversations, follow up consistently, and build long-term client relationships.

How are your services billed?

Structured Visibility System™

The Structured Visibility System™ is billed monthly in advance. Invoices are sent on the 15th of each month and payment is due by the 20th for the upcoming month's services.

CRM Setup & Optimization

CRM Setup & Optimization is a one-time project. Payment is due upon receipt before work begins.

Can I cancel the Structured Visibility System™?

Yes. The Structured Visibility System™ is a month-to-month service. If you wish to discontinue services, written notice must be provided before the next billing cycle to avoid charges for the upcoming month.

Do you offer custom packages?

My services are intentionally structured to provide a consistent experience and predictable results. Custom projects or modifications may be considered based on the scope of work and availability.

Do you require contracts?

Yes. Both services include a written service agreement that outlines the scope of work, deliverables, payment terms, responsibilities, and project expectations before work begins.

What forms of payment do you accept?

Accepted payment methods will be provided with your invoice. Services begin once payment has been received according to the terms of your service agreement.

How do your services work together?

The Structured Visibility System™ and CRM Setup & Optimization are designed to complement one another.

The Structured Visibility System™ helps you stay consistently visible through strategic content that encourages conversations and keeps you top of mind.

Your CRM then provides the structure to organize those conversations, manage follow-up, and strengthen long-term client relationships.

Together, they create a complete system that supports both marketing and relationship management.

What happens if I only use one service?

Each service provides value on its own.

With the Structured Visibility System™, you'll benefit from a consistent and professional online presence, but you may not have a structured process for tracking and following up with the conversations your content creates.

With CRM Setup & Optimization, you'll have an organized follow-up system, but without consistent visibility, there may be fewer new conversations entering your pipeline.

While each service can stand alone, they are designed to work together for the greatest long-term impact.

Do you manage my leads or CRM after installation?

No. CRM Setup & Optimization is a one-time implementation service. Once your CRM is installed, organized, and configured, you are responsible for managing your contacts and daily follow-up.

The goal is to provide you with a system that is easy to use and supports your business long after the installation is complete.

Why is it important for visibility and follow-up to work together?

Visibility creates opportunities for people to discover, remember, and connect with your business.

Consistent follow-up helps turn those opportunities into lasting client relationships.

When your marketing and your CRM work together, your business becomes more organized, more consistent, and better equipped for long-term growth.

What does CRM Setup & Optimization include?

Every CRM installation is customized to your business and includes:

• Pipeline creation and organization

• Custom stages

• Smart Lists and Hotsheets

• Action Plans and automations

• Email and text message templates

• Tag structure

• Dashboard setup

• Daily workflow recommendations

• CRM training and implementation walkthrough

• Post-installation support

• Review and approval of all communication templates before implementation

The goal is to provide you with a structured CRM that is organized, practical, and easy to maintain.

Do you manage my CRM after setup?

No. This is a one-time implementation service.

Once your CRM has been installed, organized, and tested, you'll manage it yourself using the workflows and systems we've created together.

How long does the setup process take?

Most CRM installations are completed within 5 to 7 business days after payment has been received, account access has been provided, and all required information is submitted.

Which CRM platforms do you support?

Version 1.0 of this service is designed specifically for Follow Up Boss. Every workflow, automation, template, and process is built around the features and capabilities of the Follow Up Boss platform.

Is the CRM difficult to use?

No. The system is intentionally designed to simplify your daily workflow.

Your CRM will be organized so you can quickly see who needs follow-up, what action to take next, and where every client is in your pipeline.

Do you create automations?

Yes. Your CRM includes customized Action Plans, workflows, and automations designed to support consistent follow-up while keeping your system organized and easy to manage.

Will my communication templates sound like me?

Yes. Email and text templates are customized for your business and reviewed with you before implementation to ensure they match your voice, communication style, and brand.

What is the onboarding process like?

Every client begins with a structured onboarding process designed to make getting started simple and organized.

Depending on the service you've selected, onboarding may include account access, business and brand information, strategy discussions, content planning, or CRM discovery. The process is designed to ensure your systems are built around your business goals from the start.

Will I need to be involved?

Yes. Your participation helps ensure your systems accurately reflect your business and communication style.

For the Structured Visibility System™, you'll provide business updates and review content before it is published.

For CRM Setup & Optimization, you'll provide the information needed to build your system, review communication templates, and participate in your implementation walkthrough.

How do we communicate?

Communication is primarily handled through email to keep projects organized and documented.

Scheduled meetings are used during onboarding, strategy discussions, CRM training, or whenever a live conversation is beneficial.

What if I need additional support?

Additional support or future projects may be available depending on your needs and my availability.

If your request falls outside the original scope of work, we'll discuss the project, timeline, and any applicable fees before additional work begins.

What if my business changes after we start?

Businesses evolve, and your systems should support those changes.

Minor updates can often be incorporated as part of your service or project. Larger changes or additional requests may require a separate scope of work, depending on the complexity of the update.