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Team Agent OnBoarding
Welcome Aboard | Who We Are & What We Are About
Welcome from Stacey (0:29)
Independent Contractor Agreement (ICA)
Welcome Manual | Meet the Team
Mission Vision Values Beliefs Perspective (MVVBP)
Stacey Wyatt Real Estate Office Tour (9:20)
Section 2 | Getting to Know You
DISC Behavioral Profile (3:58)
Strengthsfinder 2.0 | Clifton Strengths (3:29)
Five Love Languages
Enneagram
Section 3 | Technology - Computer Setup
Connect to Office Wifi (0:51)
Connect to Office Printer and Scanner (0:57)
Confirm PDF Editor (5:05)
Section 4 | Technology - Working in The Cloud Tech Stack
Google Workspace Overview (1:14)
Google Email (Gmail) (3:43)
Google Calendar (10:16)
Google Contacts (2:15)
Google Drive (12:24)
Communication Platform (Slack) Overview (7:12)
Transaction Management Software (Sisu) Overview (10:45)
Transaction E-Sign Software (Dotloop) Overview (9:02)
Brokerage Dashboard: eXp Enterprise Overview (16:23)
Section 5 | Technology - Agent Mobile Phone Setup
Mobile Phone Voicemail
Lead Notification
Download Google Drive App
Download Slack App
Download CINC Agent App
Download ShowingTime App
Download Supra E-Key App
Download Dotloop App
Download Homekeepr For Professionals App
Download Zillow App
Download Waze App
Download Zoom App
Download GoMLS App
Download Sisu App
Download OpCity App
Section 6 | Technology - Customer Relationship Management (CRM) System
CRM Overview (10:20)
Team Member Profile (4:42)
Leads (11:35)
Lead Sources (3:39)
Labels (13:27)
Pipeline (7:27)
Filters
E-Mailing Leads (7:38)
Texting Leads (2:38)
Partial Leads (3:40)
Property Searches and Alerts (12:00)
Notifications and Alerts (6:17)
CINC Agent Mobile App (4:32)
Section 7 | Team Standards
Our Standards
Business Plan: Part 1 - Economic Model (12:40)
Business Plan: Part 2 - Lead Generation Model
Business Plan: Part 3 - Budget Model
Business Plan: Part 4 - Organizational Model
The Scoreboard (Sisu) (14:28)
Activities Tracker Form (Paper) (11:04)
Activities Tracker App (Sisu) (3:57)
Weekly 1-on-1 Coaching
Lead Intake Forms
Section 8 | Agent Brand Package
Professional Photo (1:20)
Professional Biography (1:06)
Business Card (0:43)
Name Badge
Zillow Agent Profile (4:11)
Instagram Profile
Linkedin Profile
Facebook Groups
Section 9 | Agent Awareness Campaign
Database: Sphere of Influence (SOI) and Past Client (PC)
Import Agent SOI-PC into Main CRM (5:26)
Import Agent SOI-PC into Mailchimp
Agent Social Media Announcement (1:42)
Launch 7-to-Cement Campaign to Agent Database
Relationship Management Plan
Client "House"versary Year 1
Client "House"versary Year 2+
CO+Re Club
Section 10 | Building Your Skills (aka Practice)
The Practicing Mind
Exclusive Seller Listing Agreement
Exclusive Buyer Brokerage Agreement
Purchase and Sale Agreement
Sellers Property Disclosure Statement (SPD)
Community Association Disclosure (CAD)
Section 11 | Shadowing, Role Play & Live
Show Property Shadow
Buyer Consultation Shadow
Listing Presentation Shadow
Show Property Role Play
Buyer Consultation Role Play
Listing Presentation Role Play
Buyer Consultation Live
Listing Presentation Live
Section 12 | Meet our Partners
Transaction & Listing Management | Jennifer Salama
eXp Georgia Brokers | Blaine Byers
Mortgage Lender | Allison Beldick
General Home Inspector | David Hunter
Closing Attorney | Jake Griffith
Ann Cain | Professional Stager
Rex Fuller | Professional Photographer & Videographer
Home Warranty | Kerri Smith
Christopher Siefert | Construction Company
Section 13 | Technology Training
Matrix Basics: Searching and Sharing Property Information - 3 CE Credits
Matrix CMAs: Using CMAs & Statistics to Determine Market Value - 3 CE Credits
ShowingTime: Simplify Your Showings - 3 CE Credits
Realist: The Public Records Database - 3 CE Credits
Cloud CMA - 3 CE Credits
Section 14 | First 100 Days Checklist
First 100 Days Tracking
Strengthsfinder 2.0 | Clifton Strengths
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