
SaaS Growth Specialists
7-Day MLS Activation Checklist
Goal: Connect MLS + Publish First Listing
Every new user hits activation in 7 days. Activation is the leading indicator of retention.
Welcome + Book Kickoff
- Capture name, email, phone, and MLS at signup
- Auto-show calendar and book 20–30 min kickoff within 72 hours
Why: Faster contact = more completions
Live Kickoff (Do It With Them)
- Custom live call: Co-browse to connect MLS
- Resell value and use their name
- Give 7-day homework and enable 5-step checklist
- Book Day-7 check-in before ending call
Why: Custom > personal > live; some beats none
MLS Approval + Import One Property
- Confirm MLS connection works
- Import one property
- Send Nudge #1: "Step 1/5 done. 4 to go."
Why: Reduce overwhelm by focusing only on activation steps
Create Draft with Pre-Set Template
- Auto-apply best template and create draft
- Send Nudge #2: "Template loaded—add photos and key details"
- Watch for usage drop; trigger rescue outreach if stalled
Add Photos + Details (QC)
- Upload media and fill in price, beds, baths, description
- Pass simple "draft quality" check
- Send Nudge #3: "You're one click from live. Publish to unlock bonus"
Why: Carrots outperform sticks
🎯 Publish First Listing (Activation Achieved)
- User clicks Publish
- Capture live URL and mark as activation
- Auto-release "Listing Boost Pack" (pro templates + 15-min boost call + priority support)
Why: Incentivize completion immediately after activation
Boost Call + Proof Capture
- 15-min boost call to optimize copy/photos
- Collect one-line quote from user
- Screenshot dashboard showing activation
Why: Show > tell; raw, recent proof is most persuasive
Review + Next Week's Fix
- Show D7 Activation chart (baseline vs now)
- Identify top blocker
- Commit to ONE change for next week
- Confirm next call
Why: Perception of speed = value. Decrease time-to-first result
📊 Primary KPI to Track
D7 Activation Rate = (# who publish within 7 days ÷ total new accounts) × 100%
Report weekly with: "what changed → next fix"
Need help implementing this checklist? Book a discovery call to improve your retention and see if we're a good fit.
Book Discovery CallMake wins fast and visible—decreasing time delay and increasing perceived likelihood of success.
That's what keeps users (and clients).