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Project Overview:

WFG’s MyHome® provides agents and clients unparalleled transparency, real-time updates, and post-closing home information in a secure web environment. All this and more, right at your fingertips.

Personalized communication via text, email, or dashboard notifications alert all parties involved about important milestones, creating confidence in the timelines that lead to a successful closing day. MyHome has been designed with you and your clients in mind and works seamlessly on any device.

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Challenges:

  1. Identifying Backend Technology Partner
  2. Integrated Lifecycle Marketing and Sales Engineering
  3. GTM strategy and tech adoption efforts
    1. Sales and Account Management Training

Takeaways:

<aside> ✅ This project helped be have a deeper understanding of product-led growth within a 5+ year customer lifecycle. I also learned successful tech adoption within the organization is as much sales as it is training.

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