REVA NATION Explore the package ↗

One package. A stronger business foundation.

Build a business
that’s ready for
your next client.

Bring your systems, client onboarding, and service presentation together in one complete package, with setup, an editable presentation, and a detailed business review.

See everything included ↓
Organized business workspace with a laptop and coral accessories

Business setup. Client systems. Tools to present your value.

Business setup and training Client onboarding systems Presentation and business review

Everything included

Four parts.
One complete package.

Get the business setup, onboarding systems, presentation tool, and process review below together for $4,997.

01 · Business foundation

Deluxe Business Setup

Get key business tools set up, with walkthrough training to help you understand how they work.

  • Google Workspace: domain attachment, email, aliases, Google Drive, and calendar setup. Recommended in Phase I.
  • Contract intake: Google Forms setup, Autocrat extension integration, and email templates. Recommended in Phase II.
  • Teamwork: business theme and information, listing management template, and transaction coordination template. Recommended in Phase IV.
  • Facebook: business page connected to your personal page, business logo upload, and header image design and upload. Recommended between Phases I and IV.
  • Walkthrough training for each setup area.
02 · Client onboarding systems

360 Ascension Onboarding Setup

Connect your agreement, forms, emails, and workflows so your client onboarding process is easier to manage.

  • Client agreement integration: upload and automate agreement delivery, with customized sent, viewed, and signed notifications.
  • Email customization: customize existing templates for your welcome email and follow-up after completed forms are received.
  • Form automation: integrate the TC Questionnaire, LC Questionnaire, and CC Authorization Form, including digital signatures and unsigned-form reminders.
  • Workflow automation: send documents at the appropriate stage, including onboarding forms after agreement signing, and organize responses in 360 Ascension.
  • Recorded training: a step-by-step walkthrough to keep for reference when making adjustments as your business grows.
03 · Editable presentation

Lunch & Learn Presentation

Help real estate agents understand why hiring a transaction coordinator can change the way they work.

  • A downloadable slideshow you can edit and customize for your TC business.
  • Explain where agents lose time handling transaction details themselves.
  • Show what a TC can take off their plate, including document verification and transaction-related tasks.
  • Walk through transaction do’s and don’ts and the value of delegation.
  • Explain how to work together, from consultation and onboarding to delegation and closing.

Made for TCs to present to agents. Use it to introduce your services and start a conversation about working together.

04 · Business process review

REVA Nation Deep Dive Review

Walk through your business from lead generation through onboarding and client work to see what’s ready and what needs attention.

  • Lead readiness: website navigation, photos, contact form, social links, social media presence, and lead email templates.
  • Onboarding readiness: agreement details, pricing, business hours, digital signatures, welcome email, CRM, file storage, and assistant email process.
  • Systems readiness: secure information management, project management setup, and understanding how to use your tools.
  • Client work readiness: first-contract process, Teamwork templates, contract intake form, and client email templates.
  • Business management: invoicing, expense tracking, additional requests, and time tracking.
  • Questions, concerns, takeaways, and recommended next steps.

All four components are included in the $4,997 package. Setup work covers the items listed above; the Deep Dive reviews your business processes and identifies gaps and next steps.

Built to work together

From getting set up
to showing up prepared.

A more organized foundation.

Get your core business tools and client onboarding processes set up, with walkthrough training to help you use them.

A clearer way to present your value.

Customize your Lunch & Learn presentation to show real estate agents what a transaction coordinator can take off their plate.

A closer look at your readiness.

Walk through your lead and client processes in the Deep Dive Review, ask questions, and identify what still needs attention.

A few helpful details

Your package questions, answered.

What is included in the $4,997 package?

All four components: Deluxe Business Setup, 360 Ascension Onboarding Setup, the editable Lunch & Learn Presentation, and the REVA Nation Deep Dive Review. They are included together in one package.

What is the difference between the setup work and the Deep Dive?

The setup work implements the specific items listed above. The Deep Dive reviews your business processes, answers questions, and identifies gaps and recommended next steps.

Who is the Lunch & Learn presentation for?

It is for transaction coordinators to customize and present to real estate agents. It explains the value of TC services, what agents can delegate, and how to begin working together.

Will I receive training on the systems?

The Deluxe setup includes walkthrough training for its setup areas. The 360 Ascension Onboarding Setup includes a recorded step-by-step walkthrough you can keep for reference when making adjustments.

One complete business support package

Put your business foundation
in place.

Deluxe business setup. 360 Ascension onboarding. Your editable Lunch & Learn. A detailed Deep Dive Review.

$4,997

All four components included.

Checkout link coming soon.