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Free Brivity Resources
Brivity can do a lot, but it works best when the pieces fit the way your business actually runs. These free guides, flowcharts, and step-by-step resources will help you take a closer look at your database, follow-up, transactions, and team workflows.
Start with the area that feels least consistent right now. You might find a task you can automate, a gap in your follow-up, or a simpler way to move a transaction forward. Each resource gives you a practical place to begin, whether you’re building your setup from scratch or improving what’s already there.
Want more Brivity tips and tools as I create them? Use the interest form below to tell me what would be most helpful to you.
BRIVITY TIPS & TRICKS NEWSLETTER
See the new updates first!
I want to help you make Brivity work better for your business. Tell me where you are now, what you need help with, and what tools would be useful in future emails.
BRIVITY HEATH CHECK
10 quick questions. No technical knowledge required.
This quick questionnaire looks at how your database, follow-up, automations, tasks, and systems are working in real life — not how they’re supposed to work.
You’ll get a better idea of where things are solid, where there are gaps, and what you may want to fix next.
Download one, or download them all!
ADMIN TASKS TO ASSIGN YOURSELF IN BRIVITY
An executive guide to leading the systems behind your business.
You use Brivity to remind you to follow up with everyone else, but who reminds you to manage the business behind the database? This guide outlines six recurring tasks for weekly, monthly, quarterly, and annual accountability. Use it to keep your database, marketing, systems, technology, and business goals visible inside Brivity.
BRIVITY LEAD AUTO PLAN FLOW
A visual map to move every lead through the auto plans to the closing table.
Not sure which Auto Plan should begin when a new buyer or seller lead enters Brivity? This visual flowchart maps common lead sources and the next logical step, including Hot, Nurture and Watch timelines, add-on plans, re-engagement, transactions, and long-term sphere follow-up.
BRIVITY AUTOMATIONS YOU CAN’T AFFORD TO SKIP
Make Brivity work harder for you.
Brivity automation can support much more than new-lead follow-up. This guide explores practical systems that work in the background, including client anniversaries, birthdays, market reports, listing alerts, seasonal communication, client events, recurring administrative tasks, and business tracking. Use it to stay consistent while keeping communication personal.
6 EASY STEPS TO BRIVITY TRANSACTION SETUP
A clear framework to build a transaction workflow your team can trust.
If Brivity Transactions feels overwhelming, this guide gives you a clear place to begin. It explains the foundational decisions behind custom dates, participant roles, email templates, layered Auto Plans, gateway tasks, notes, and ongoing system maintenance. Build a repeatable Brivity transaction workflow your team can trust.
Want More Hands-On Help?
These resources can help you see what is possible inside Brivity. If you would rather have support reviewing your current setup, mapping the right workflow, or building the system inside your account, Level Up offers Brivity audits, collaborative working sessions, and hands-on implementation.
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