New Agent - Affiliated Onboarding Workbook

New 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

Newly l i censed 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 need to start a Facebook Business Page? What about registering for 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 need a headshot? Would you l ike to announce you now have your l icense? Start thinking of your Sphere of Influence/Contact List - Course in the Knowledge Management Hub Schedule your MLS/Board of Realtors Orientation Talk to your Team Leader about our Mentor Program

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 Virtual Coaching _______________________________ PW: ___________________________

TL & ADMIN ORIENTATION

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

Set laptop up on the internet & printer Key to the office Discuss Agent Training: Knowledge Management A GU I DE TO YOUR ADMI N OR I ENTAT I ON : Test Email Login - set time zone 21online.com - Zap website & tools AffiliatedConnection.com - Affiliated back office Knowledge Management Hub - Log into, Save Passwords & Bookmark:

Tour of the office Set up with workspace/desk

Key to the office Office meetings Review monthly billing - billing emails Review Transaction Plan - pulling reports and agent bill Discuss mentor programs - if applicable Discuss Opportunity Time Discuss business planning & goals- or set second meeting to discuss Explain the role of the admin Zipforms - digital signatures/submitting offers Discuss MLS, local and national boards and the benefits to you, educational opportunities, searching for properties, CMAs and pulling comparable properties.

E-learning

Skyslope.com - transaction management and digital signatures Zipforms.com - digital signatures and digital forms Transaction Plan - reporting

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

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

SET FOR SUCCESS

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NEW TO REAL ESTATE?

Quick Tip: Let's start thinking of your goals in this business. Take the time to sit down with your Team Leader to talk about your business plan.

“You must learn that selling is not selling; it is providing and the key to providing is knowing in advance what to provide.”Todd Duncan

You might be wondering...where do I start? Let 's make you a checkl ist

Are you interested in a mentor program? Your Team Leader can connect you with an experienced agent in your office who wi l l shadow you through your first three transactions. Have you signed up with your local board of REALTORS®? Do you have an updated headshot? Have you signed in to the Knowledge Management Hub? By signing up for this e-learning site you are accessing tons of great training and professional development courses. Not to mention our free coaching platform. Jared James has dai ly activity logs, business plan templates, social media logs and more. Look out for his emai ls & fol low his onboarding instructions. Connect with your Learning & Development Special ist. Start cl icking! Explore the MLS, 21Onl ine & Knowledge Management Hub.

YOUR RELENTLESS MONTH

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TRACK I NG YOUR ONBOARD I NG PROGRESS

WEEK 1 Set MLS Training

Complete Team Leader & Admin Orientation Start courses in Knowledge Management Hub

Set your 1st One on One with Learning & Development Establ ish connection with Mentor - start shadowing Start Jared James Blueprint Program - learning path in KMH WEEK 2 Complete ZAP website setup- courses on KMH Set your 2nd One on One with Learning & Developement Draft a practice offer Create a search in the MLS

Start generating SOI l ist - courses in KMH Business planning session with Team Leader

WEEK 3 Create a CMA Start contacting SOI - role play with your Mentor Start X-Cel lerate on KMH Continue shadowing on showings, l isting appointments, and open houses Access C21University through 21onl ine Cal l L&D contact for any questions

WEEK 4 Take RPR course on KMH

Finish Jared James Blue Print Program Upload contacts into Business Bui lder/ZAP Finish your Realtor.com & Zi l low agent pages Host an open house!

F I N I SH

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 One on One 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 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!

21ONLINE & AFFILIATED CONNECTION //

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THOSE TWO EMAILS FROM [email protected] GIVE YOU ACCESS TO A WORLD OF TOOLS. . . . .

The following tools are found in 21online.com Zap - your website and CRM. Business Builder - marketing and CRM. Brand Studio - logos, stock photos, social media posts, and marketing essentials. Unique Property Sites - unique website for each l isting. Toolkit CMA - branded l isting presentation, buyer packets, CMA, flyers and more. Social Ad Engine - Facebook ad boosting made easy. Golden Ruler - onl ine tracking of Zi l low, Realtor.com etc on your l istings. Reporting for your sel lers. Discounts & Perks - discounts for you, your office and your cl ients. Preferred Client Club - mai ler campaign for past cl ients. RealSatisfied - manage cl ient surveys. Facebook Workplace - connect with C21 agents around the world. C21 University - a world of onl ine courses and education.

WI TH THE SAME LOG I N YOU HAVE ACCESS TO AF F I L I ATEDCONNECT I ON . COM Announcements Company Directory Link to the Knowledge Management Hub

Departments Quick Links

Documents Resources Set up your Affi l iated Agent Profi le

Add a Bio, interests, designations, languages and l inks.