Whether you're a
Systems Starter, a C.O.R.E. Agent, or a System Savant, the Systems Accelerator Manager (Sam) offers various
plans to suit your needs. Sometimes, your ambitions might outgrow your current plan, and upgrading becomes a natural step. In this guide, we'll walk you through how to upgrade your plan and provide insights into when it's best to do so.
How to Upgrade Your Account
Login to Your Account: Navigate to Sam's login page and enter your credentials.
Visit Account Settings: Click on the 'Account' tab where you will find details about your current plan.
Select Upgrade Option: Choose the plan that suits your needs, whether it's the C.O.R.E. Agent Plan or the System Savant Plan.
Review Benefits: Compare the features available in the new plan to ensure a good fit.
Confirm Upgrade: Click on the 'Choose Plan' button, confirm the upgrade, and your on file payment method will be updated with your new plan.
When to Consider Upgrading
You've Reached Your Saved Templates Limit: If you find yourself running out of room in your Saved Templates, it might be time to upgrade.
You Want More Features: If the additional features like additional team members, or more features for your account, consider the higher-tier plans.
Your Business is Scaling: As your business grows, your need for more room and advanced features might increase as well.
When to Wait
It's Close to the Month's End: If you're nearing the end of the month and have room to spare, it might be a wise decision, especially if upgrading doesn't align with your long-term goals.
You're Still Exploring: If you're new to Sam and still exploring how to utilize it, consider taking more time to understand your needs before moving to a higher-tier plan.
Conclusion
Upgrading your Sam account is a significant step in leveraging the full potential of your real estate operations. Whether you need more Generations or desire additional features, knowing how and when to upgrade ensures you're making the right choice for your success.
Congrats! This Is A BIG Milestone - Let's keep making exceptional things together with Sam!