Home »» Agent Onboarding »» eXp Realty – Residential »» Checklist For Newly Activated Agents – Day 8+
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Timeline/Expectation
Recommendations to Maximize your Potential and Optimize your Real Estate Business for Success Using kvCORE:
Begin by incorporating your sphere of influence, including friends and family, as well as any existing leads into the kvCORE platform. You can accomplish this either by manually adding each contact or by utilizing the “bulk lead import” feature within the lead engine section. For bulk imports, ensure your contacts are in a CSV format, which can be obtained by exporting them from their current location. Once uploaded, you have the option to handle the CSV spreadsheet yourself or entrust the kvCORE lead import team to complete the process on your behalf. Please note that the imported contacts typically appear within approximately three days.
2. Engage with Email Marketing:
Leverage the power of kvCORE’s email system to communicate with your database effectively. Craft engaging emails and dispatch them to your contacts to maintain a consistent connection. By establishing a follow-up plan, you can prevent potential leads from slipping through the cracks. After all, it would be counterproductive to put in the effort to acquire a lead only to let it go to waste, right?
3. Implement Smart Campaigns:
Take advantage of kvCORE’s intelligent campaign feature, which automates the delivery of texts, emails, and calls to your leads. This system ensures a steady drip of communication without requiring manual effort on your part. By automating your processes, you remain at the forefront of your leads’ minds while freeing up your valuable time. This becomes particularly crucial when dealing with Zillow or kvCORE-generated leads.
2 hrs
Reach out to your mentor, sponsor and/or Team Leader and ask them about the following: Lead Generation Understanding the Market Hosting Open Houses Scripts for Cold Calling, etc.. Useful CRM’S & Apps to Download Marketing/Social Media Tips Newsletter Recommendation Recommended Classes (internal/external) Time Blocking Your Calendar Upcoming Team Meetings or Events Reach out to your broker team and ask them about the following: Setup your Trello Account/Google Drive (Depends on the State Broker) Lockbox (This comes from the Real Estate Board that you are a member of) Contract Compliance Training (if needed) Broker Team Contact: eXp world: Go To > Realty > Select your state on the map Broker Email [email protected]
Example: Florida → [email protected]
-hrs
IMPORTANT: Submit ALL marketing materials for review to your designated broker team via email regarding State requirements for marketing
Use today as your content day to create and schedule your social media posts
Example:
2 hrs
Review and save the following eXp Documents:
2. Independent Contractor Agreement (ICA)
In Enterprise: My Business > My Agent Profile > Documents > Select ICA > Download
3. Internal eXp Team Agreement (this does NOT apply for individual agents)
Additional eXp Info:
20 mins
We would appreciate your feedback regarding your overall Onboarding experience - NPS FAQs
5 mins