Brokerage Launch Kit
Your agents are ready to RISE. Let's make it happen.
Everything your team needs to launch RISE with confidence, drive real adoption, and close more deals from day one.
Phase by phase
Your 30-Day Launch Plan
A proven sequence from pre-launch buzz through sustained adoption.
Before Launch
Prep & Communicate
Send teaser email to agents: "Something new is coming"
Admin: complete RISE admin training — confirm MLS connection is active
Admin: build brokerage-wide task automation Campaigns in draft (Lead, Nurture, Buyer, Seller)
Admin: prepare Just Listed and Just Sold campaign templates for brokerage-wide deploy
Admin: review Market Insights setup — confirm Insights Location fields are populated on contacts
Send second teaser email: "Less work. More flow."
Confirm all agents have login credentials and know their access date
Launch Day
Go Live
Send launch email: "Moxi RISE is live — log in and take the first step"
Host a 30–45 min live kickoff — demo the Dashboard, Board, and one Campaign
Admin: activate Just Listed and Just Sold Campaigns brokerage-wide via Send As
Share agent quick-start checklist: log in → turn on a Campaign → classify 10 contacts
Post RISE support link in your team channel: rise-moxiworks.zendesk.com
Drop the RISE learning channel link: education.moxiworks.com
Post Launch
Drive First Wins
Send "Start with 3 things" follow-up email to agents who haven't activated yet
Run a 20-min office hours session focused on Campaigns — walk through Just Listed setup live
Admin: deploy task automation Campaigns via Send As — use "Only new contacts in Stage" if agents have existing manual tasks
Encourage agents to classify contacts as Buyer, Seller, or Both in their Board view
Share Market Insights campaign setup guide
Identify your 3–5 "champion agents" — high adopters who can model the platform for peers
Long Term
Sustain & Expand
Schedule a 30-day check-in — review logins, active campaigns, and agent questions
Agents: complete contact data hygiene sprint — add birthdays, anniversaries, and missing zip codes
Introduce Presentation Builder for listing-focused agents
Activate Market Insights campaign for agents with sufficient location data on contacts
Champion agents: ask them to share one win in team meeting ("RISE helped me…")
Revisit platform roadmap with CSM — new features roll out monthly, early adopters benefit most
Begin the 6-Week Agent Engagement Email Series — send one email per week from brokerage leadership to build database habits, segmentation, and consistent outreach
Easy to get started
Quick Wins for Every Agent
These six actions deliver immediate, visible value. Lead with these in every agent conversation from kickoff through long term adoption.
Campaign Library
Ready-to-Activate Campaigns
Start with the Priority tier — they deliver the most value with the least setup time. Add more as your team builds confidence.
Priority Launch Start these on Day 1 or Day 2.
Next Steps Add these once Priority campaigns are running.
Holiday & Seasonal Pre-built and auto-scheduled — enable as needed.
Step-by-step by role
What Each Role Does
These six actions deliver immediate, visible value. Lead with these in every agent conversation from kickoff through long term adoption.
Real Estate Agent
RISE works in the background so you can focus on clients. Log in, turn on a few automations, keep your contact data clean — the platform does the rest.
Day 1 Actions
First 2 Weeks
Sales Manager
Your role is positioning, coaching, and momentum. Lead with outcomes agents care about — saved time, consistent follow-up, faster presentations.
How to Position RISE
Coaching Approach
Brokerage Admin
You build the automation infrastructure that powers your agents' experience. Set up once, deployed brokerage-wide — your work multiplies across every agent on your roster.
Before Launch
Launch Week
Brokerage communications
Launch Email Sequence
A proven sequence from pre-launch buzz through sustained adoption.
2 weeks out
Subject: Something new is coming
Preview: A simpler, smarter Moxi experience is almost here.
Creates intrigue. Short and teasing — no details yet. Primes agents to pay attention to the next email.
1 week out
Subject: Less work. More flow.
Preview: A better way to manage follow-up, marketing, and momentum.
Introduces the core value proposition: RISE as a workflow improvement, not another task.
3 days out
Subject: Start early. Gain more.
Preview: A few simple steps now create more value over time.
Drives urgency without pressure. Explains that cleaner data + early automation = compounding value.
Launch day
Subject: Moxi RISE is live
Day 3-5
Subject: Start with 3 things
Full email copy is available as a downloadable document in the Resource Library below.
Post-Launch
6-Week Agent Engagement Series
Send one email per week from brokerage leadership after agents go live. Each email has a single focus, clear actions, and a mini-challenge — designed to build habits that stick. Download the full copy from the Resource Library.
Week 1
Intro: A 6-week plan to help you get the most from RISE
Week 2
Your database is your business — let's build it
Week 3
Segmentation makes marketing 10x easier
Week 4
Consistency beats perfection — your first campaign starts now
Week 5
If you want listings, send listings
Week 6
CMA confidence starts with reps
Week 7
You showed up — here's how we keep it going
Full email copy — written in brokerage leadership voice and ready to customize — is available in the Resource Library below.
External links & downloads
Resource Library
Bookmark the links and download the guides. Everything your team needs in one place.
Common questions
Frequently Asked Questions
The questions agents and admins ask most during launch. Know these answers before your kickoff meeting.
They might be. If your email account was setup in Engage your contacts migrate automatically at first login. You will start from your existing database with no re-entry needed. If you never connected your email in Engage you will need to connect your email to sync your contacts. Spend your first week reviewing and classifying contacts as Buyer, Seller, or Both, since that's what drives targeted automation.
No. Start with two or three high-value actions: log in, turn on Just Listed, and classify your contacts. Early wins matter more than full adoption on day one. The platform is designed so you can add automation and features gradually — and it compounds over time as your data gets cleaner.
Your Engage task plans don't carry over automatically, but the same behavior is built into RISE via Campaigns. A Campaign with a Stage Change trigger and Create Task actions is the direct equivalent of an Engage task plan. Your admin may have built and deployed these. You can ask them to confirm which Campaigns are active for your account or you are welcome to build custom ones to suit your exact needs.
Market Insights requires an Insights Location (zip or postal code) on the contact record. If that field is blank, RISE will skip that contact. Do a spot check on a few contacts to confirm the field is populated. Add the missing location data to your contacts by doing a quick data cleanup sprint and contacts will start receiving this scheduled campaign at the next send.
Not necessarily — this is likely working as intended. If your Campaign has a Delay block followed by a Stage condition, and the contact moved to a new stage during the delay, RISE correctly stops the automation. This prevents Lead tasks from firing for a contact who is now Hot. Check the contact's current stage against the Campaign conditions to confirm.
Yes. Campaign content can be previewed, edited, and refined before you activate it. Check with your admin on the level of personalization available for each campaign type deployed via Send As.
The sooner an agent starts building clean contact data and active automation, the more value they'll extract as new features roll out. RISE improves monthly — features that use AI and propensity data work better with richer, cleaner contact records. Agents who start early have a material advantage.
Platform Terminology
RISE Concepts & Terms
For agents coming from Engage — the logic is the same, the names have changed.
