Next Steps After Subscribing

Next Steps After Subscribing

Please allow Onboarding 2-3 days to setup your Account.

1) InheritedDataPRO → Set Up Your InheritedDataPRO Account

Your InheritedDataPRO subscription includes access to InheritedDataPRO. Seamlessly keep track of all your activities and your pipeline. This is where you access your InheritedData lands  every month. IDPRO is a CRM, Download  Center, Client Portal, Cold Outreach Solution, Direct Mail/Postcard Services, Help Center, Knowledge Base, Billing Portal and more.

2) First List Meeting → Schedule Your Coaching Session HERE

IMPORTANT. After you recieve your first list, please schedule your First List Meeting.
  1. Best Practices
  2. The InheritedData System and Process
  3. InheritedData Download and Formats
  4. Much, much more. 

3) Billing Portal → Access Your InheritedData Billing Portal

Access your Billing Portal powered by Stripe. View and print invoices, update payment methods, information and more. 

4) The System → Learn the InheritedData System & Process

The InheritedData System and Process is simple and proven from years of marketing experience, including feedback form 1000s of InheritedData Subscribers. 

5) Why Do I have 3 Lists? (Important) → Access 3 Formats and their Respective Uses

 When downloading form the Download Center, it is important to choose the correct list format. There are 3 formats to choose from. Use the link to learn more. 

6) InheritedDataVA → Lean More about InheritedData Virtual Assistant Services

InheritedData Virtual Assistant Services, designed to simplify your virtual assistant needs. Our Certified Virtual Assistants are experts prospecting InheritedData, follow the InheritedData System, proficient in building large pipelines, and are skilled dialing with PhoneBurner. Let InheritedData take the guesswork out of finding and training your virtual team. 

7) InheritedDataDM → Learn More about InheritedData Direct Mail Services

We've created an easy way to send postcards, letters, and snap-aparts – all automatically. No more worrying about printing, addressing, or mailing. We handle everything, so you can focus on what matters most: growing your Real Estate business. 

8) PhoneBurner → Access PhoneBurner and Discount

InheritedData clients save 20% monthly on all PhoneBurner plans! PhoneBurner, a single-line powerdialer, dials up to 80 calls per hour and streamlines your InheritedData prospecting. InheritedData combined with  PhoneBurner is a total game changer!



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