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RISE Customer Launch Kit

Today is a great day! Your brokerage now has access to our new AI sales and marketing tool, RISE. It brings together the strongest elements of our classic products into a fast, smart, easy-to-navigate platform, with AI as its foundation.

Below you will find resources to help you get familiar with RISE as well as assets you can use to promote RISE to your agents.

If you need anything along the way, reach out to our Customer Support Team, or your dedicated Customer Success Team member.

Live training with our education team

Can't make it live? Watch on-demand here.

First things first — What is RISE?

RISE by MoxiWorks helps brokerages, agents, and teams reduce lost repeat and referral business by replacing inconsistent follow‑up and manual systems with proactive, AI‑driven action.

By analyzing client behavior, surfacing opportunities, and automating personalized engagement, RISE delivers more predictable lead flow, stronger retention, and greater consistency across the agent base—freeing agents to focus on relationships, not process.

Your RISE Launch Timeline

RISE Launch Timeline Week 1-
 

Weeks 1-2: Prepare with your team

New technology like RISE is exciting and packed with features to help agents grow their business, but successful change management requires care and intention.

Prioritizing leadership and admin training in the first 1–2 weeks builds a strong foundation and enables you to clearly articulate RISE’s value to agents.

Manager Guide
 

Weeks 2-4: Announce RISE is coming

Now's the perfect time to start telling your office that they will soon have access to RISE. Use the Manager Guide from Weeks 1-2 to help frame your communications. Remind them they won't be losing access to their current MoxiWorks products, just gaining access to a new AI-powered tool. 

We've drafted some announcement email copy you can use to share with your agents.

Promotion Assets
 

Weeks 4-6: Training with you and your team

It's time to train your agents. In addition to the manager guide from weeks 1-2, we also have a dedicated Agent Training page as well as an entire Knowledge Center you can share with your agents to help them learn the ins and outs of RISE.

Explore more
 

Weeks 6 & Beyond: Launch and promote

Keep RISE top of mind with your agents by including reminders in weekly sales meetings, marketing update emails, agent action plans and sharing on social media. You can stay on top of what's new in RISE by following our  RISE Product Release Updates.

RISE Resources Hub

Knowledge Center

Visit our Knowledge Center built by our education team. Find resources for getting started, product guides, and more.

Take me there

Agent Training

Our Agent Training site is filled with quick reference guides, tips for building campaigns, and getting familiar with all the features of RISE.

Learn more

Monthly Product Updates

Each month RISE will have new features and updates. We'll be sharing those updates on our blog every month.

See what's new

[Watch] RISE Quarterly Update

Each month our Chief Product Officer will walk customers through what's new in RISE. Watch the most recent recording here.

Watch now