Experienced Agent - Affiliated Onboarding Workbook

Experienced Agent - Affiliated Onboarding Workbook

YOUR GU I DE TO AF F I L I ATED

A STEP BY STEP GU I DE TO YOUR AGENT ONBOARD I NG

exper i enced agents

LET'S GET STARTED

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BE FORE YOU START Take a personal inventory of your social media and internet presence. What sites do you have out there? Do you have a Facebook Business Page that needs to be rebranded? What about rebranding a Google My Business, Zi l low or Realtor.com account? Make a l ist here:

Quick Tip: Check your voicemail for accuracy or to record a new one!

START THINKING ABOUT YOUR SOCIAL STRATEGY

TIPS: Start a conversation

Involve your community Become your local expert Share your office Facebook posts for cool content Check out our virtual coach Jared James for more social strategies!

ONBOARDING

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NEW PARTNERSH I P PAPERWORK

Your Team Leader & Admin Will Collect:

ICA (Independent Contractor Agreement) Agent Profi le Biography/Awards/Designations Direct Deposit Form Headshot Welcome to the Affi l iated Fami ly Questionnaire State License Transfer MLS Transfer or Appl ication Business Card & Name Badge Options Printer Connection Admin Orientation - Day 3-4 after al l paperwork col lected Your admin will help you with:

Quick Tip: Would you like a blog post about you? Just fill out the "Welcome to the Affiliated Family" questionnaire and provide your headshot to your admin

NOTABL E I TEMS :

Do you have your contact l ist? Do you have an updated headshot? Would you l ike to announce your move?

Ask your admin about a social media post about you. Do you have l istings to transfer? Or cl ients to contact? Have you downloaded copies of your past transactions?

WHAT TO LOOK OUT FOR

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KEEP AN EYE OUT FOR :

Knowledge Management Hub Login Two emails from [email protected] Access to your email Welcome email from your admin Access to Jared James Virtual Coaching Welcome email from Learning & Development LOG I NS :

21online.com / AffiliatedConnection.com _______. ____________ @Century21.com PW: ________________ Email - Outlook through GoDaddy [email protected] PW: _________________ Knowledge Management Hub [email protected] PW: _________________ MLS ______________________________ PW: __________________________ Skyslope [email protected] PW: ________________ Zipforms: _______________________________ PW: ___________________________ Jared James _______________________________ PW: ___________________________

TL & ADMIN ORIENTATION

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A GU I DE TO YOUR TEAM L EADER OR I ENTAT I ON :

A GU I DE TO YOUR ADMI N OR I ENTAT I ON :

Tour of the office Set up with workspace/desk

Set laptop up on the internet & printer Key to the office Discuss Agent Training: Knowledge Management

Key to the office Office meetings Review monthly billing - billing emails Review Transaction Plan - pulling reports and agent bill Discuss assistance needed Discuss Opportunity Time Discuss business planning & goals- or

Test Email Login - set time zone 21online.com - Zap website & tools AffiliatedConnection.com - Affiliated back office Knowledge Management Hub - E-learning Skyslope.com - transaction management & digital signatures Zipforms.com - documents & digital signatures Transaction Plan - reporting Log into, Save Passwords & Bookmark:

set second meeting to discuss Explain the role of the admin Zipforms - if applicable - office templates

Quick Tip: Your admin or L&D can help you with your first transaction in Skysope!

Your admin will give a brief tour of what is available.

0 6 TOOLS FOR YOU

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EXPER I ENCED REAL TOR?

LET'S FOCUS ON BUSINESS

Do you have any l istings to transfer? Any new pending transactions? Want access to our l isting & buyer presentations? Want to upload your contacts into our CRM? What about rebranding your onl ine pages?

SIGN UP FOR A ONE ON ONE WEBINAR

You wi l l be connected with a Learning & Development Special ist who wi l l walk you through your needs in your first couple of days.

Set an appointment with Learning & Development: www.Affi l iatedOneonOne.com

WHO TO CONTACT? Your Admin ___________________________________ Your Team Leader ______________________________ IT: helpdesk@c21affi l iated.com L&D: learning.development@c21affi l iated.co L&D Special ist: HannahChiametti@c21affi l iated.co L&D Special ist: WendyDalgety@C21affi l iated.co

RUN YOUR BUSINESS

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KEEP I NG YOUR BUS I NESS RUNN I NG

HERE ARE SOME TOOLS TO GET YOUR BUSINESS UP AND RUNNING FAST AFTER YOUR MOVE!

Zipforms.com - Office templates are already set up. Do you have any past transactions in your other transaction management platforms? Did you back them up? Skyslope - Do you have any newly pending transactions? Ask your admin or your Learning & Development special ist to walk you through your first transaction with us!

21Online.com Online Presence & Reviews: Zap - Website & CRM

Business Bui lder - CRM & Marketing Center (ask your Learning & Development special ist for the contact l ist template) Brand Studio - logos, social media templates, stock photos, banners, and marketing materials. Real Satisfied - Survey system, first time you log in enter your NRDS number. Need to market a listing? Check out: Unique Property Sites - unique website for each one of your l istings, plus a video tour created for each l isting Brand Studio - templates for social media, flyers, post cards & more Toolkit CMA - branded l isting presentations, branded CMA, flyers for l istings.

LET'S SET THE STAGE

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WHAT WI L L YOUR L EARN I NG & DEVE LOPMENT TEAM DO FOR YOU?

Kathy Grove - L&D Manager [email protected] Kelli Licht - L&D Administration Manager Monika Mikulionis - L&D Instructional Designer Wendy Dalgety - L&D Specialist [email protected] Hannah Chiametti - L&D Specialist [email protected]

KNOWL EDGE MANAGEMENT HUB Century21Affiliated.LearnUpon.com

To start off you will be paired with a curriculum of courses. But, don't let that stop you from perusing the catalog. We have courses and learning paths on any of the tools and systems we offer, setting up your email signature, prospecting, training on SOI leads & training on how to get more listings. Check it out!

THE L&D PROGRAM Meeting with your L&D Specialist

Along with our welcome email your L&D Specialist will reach out to you to set up meetings to do a systems orientation. This includes helping you set up your website, your profiles, understanding what everything does and more. Your office can also set up specific trainings for office meetings, or just updates on tools. ONE ON ONE WEB I NARS AffiliatedOneonOne.com Need more time with your L&D team? Want to deep dive into one of our tools ? Need help uploading your contacts? Sign up for a 1on1 webinar with us!

Wendy & Hannah

LEARNING & DEVELOPMENT PLAN //

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WHAT DO THE L&D SPEC I AL I STS COVER?

In our initial meeting with you we will:

Establ ish what is important to you Affi l iated Connection - What it offers & setting up your agent profi le 21onl ine - redirect your C21 URL Zap - Website & CRM Training & development opportunities through Knowledge Management Hub

In our second meeting with you we will: Answer any questions 21onl ine - what tools are avai lable Zap - review Business Bui lder - Marketing & CRM Marketing opportunities for you and your l istings

TH I NGS WE CAN DEEP D I VE I NTO We can go over anything you want to learn more about. Here are some highl ighs: Zap - uploading your l ist of contacts, managing & helping with website questions. Business Bui lder - uploading your l ist & setting up marketing campaigns Toolkit CMA - Creating a l isting or buyer presentation General onl ine presence - tools we have to help you Brand Studio - making social media posts, l isting flyers

& marketing pieces Marketing for l istings

Quick Tip: Sign up at AffiliatedOneonOne.com

Social Ad Engine & Social Media Tools Discounts & Perks for you and your cl ients Anything else you have questions about!