BusinessMarketing

Profile Changes and New Client Portal: Frequently Asked Questions

Profile Format Changes 

Why are profiles changing to a half-page format? 

This change is part of our effort to manage rising costs in postage, paper, and distribution while maintaining the effectiveness of our guidebook. This adjustment allows us to continue providing high-quality leads to our clients while ensuring the long-term sustainability of our publication. 

Note: If you are in the 6 x 9-inch publication size, these guidebooks are being upgraded to 8.25 x 10.75 inches. The larger size of the guidebooks creates ample room for the half-page profiles. 

What specific content is changing in the profiles? 

The main changes to profile content include: 

  • Removal of the homeowner testimonials section (though homeowner testimonials will continue to be published on your web profile) 
  • Removal of the Owners/Managers section 
  • Consolidation of certain information into paragraph format instead of separate line breaks 
  • Overall reduction to half-page size 

Will these changes affect my lead volume? 

No. We have carefully designed the new profile format to maintain its effectiveness in attracting potential customers. Our data shows that profile size does not directly correlate with lead generation, and we remain committed to delivering the same high-quality lead volume you expect from us. 

Can I see an example of the new profile format? 

Yes. A sample of a full page with two profiles is below. This will help you visualize how your business information will be presented in the updated format. You can also request to review your current profile in the half-page format, if you would like to consider making revisions. 

When will these changes take effect? 

The changes will take effect in all 2025 publications.  

New Client Portal 

What is the new client portal? 

The new EverConnect portal is a custom-built platform that serves as your one-stop shop for managing your campaign with us. It provides centralized access to your campaign data, leads, call recordings, and account information. 

What features are available in the new portal? 

Key features include: 

  • Real-time access to campaign performance metrics 
  • Complete lead review and configuration system 
  • Call recording access and management 
  • Account information management 
  • Centralized log-in for clients with multiple accounts 

How do I access the new portal? 

You will receive an email with instructions for accessing the EverConnect portal. The email will include: 

  • Instructions for setting up your password 
  • The portal’s web address 

What happens to my existing phone system access? 

As part of this upgrade, we are transitioning all existing phone lines away from Callcap to integrate with the new portal. While this means a change in how you access your leads, the new system provides a more streamlined and intuitive experience. Your existing leads and call recordings will be transferred to the new system and be available for access via the portal. 

Will I need training to use the new portal? 

We’ve designed the portal to be user-friendly and intuitive. However, we will provide live training sessions as needed and dedicated account support. 

Will there be additional features added to the portal? 

Yes. We are committed to continuously improving the portal based on client feedback and needs. Future updates will include new features and functionality to enhance your experience further.  

Is my data secure in the new portal? 

Yes. The portal is built with state-of-the-art security measures to protect your data. All information is encrypted and stored securely according to industry best practices. 

General Questions 

Who do I contact if I have additional questions? 

Please reach out to your account manager if you have any questions about the profile changes, technical portal support, or general inquiries.  

Will these changes affect my current contract or pricing? 

No. Our 2025 renewal rates reflect the increasing cost of creating and distributing the Five Star Rated guidebooks. The change to half-page profiles allows us to maximize the use of all guidebook pages. 

For clients in our digest-sized guidebooks, the change also allows us to upgrade the guidebook size for a better homeowner experience.  

How can I provide feedback about these changes? 

We value your input and encourage you to reach out to your account manager if you have any feedback.