Early On-Boarding Process Details

Early On-Boarding Process Details

Office Flashed

Timing: 4 – 6 weeks before launch date. Sooner tends to cause problems with office engagement.

Tonja: call and set up early onboarding sessions ASAP – Tonja first call

Lisa: send lifestyle brochure information to copy writing, materials for website to web department, logo information to marketing department

Early: Broker(s)/Owner(s) w/ onboarding manager

1.  Tonja: Set up RealTime account and enter agents into RealTime (including pictures and bios) - Call #1

a.  Talk about need for pictures (15) for lifestyle brochure (if needed, show them shutterstock.com)

2.  Tonja: Confirm that Amy Hoffman has required materials for building office website

3.  Tonja: Train on entering listings (include specialty website criteria) – Call #2

a.  Office to enter all listings (10 listing minimum prior to website going live – Use B listings if necessary)

4.  Tonja: Let Carmen/Lisa know to schedule affiliate onboarding call

5.  Tonja: Continue listing entry work with office (multipic or Picasa) - Call #3

6.  Lisa: onboarding call with intranet overview. Cover normal topics with extra emphasis on:

a.  Lisa: obtain pictures for lifestyle brochure from office (if not already sent in)

i.  How to order Business Cards/Letterhead (office store and xpress docs)

ii. How to order Catalogues and signs

7.  Tonja: Set up Peak accounts and confirm signs, catalogues, letterhead and business cards are ordered. - Call #4

8.  Tonja: Set up agent websites and tie to office website - Call #5

9.  Tonja: Tech Overview - Call #6

10.  Tonja: Review office website - Call #7

Steps 8, 9, 10 should fall right around official launch date.

Broker(s)/Owner(s) now have clearance to attend United Power.

Entire Office w/ onboarding manager

1.  Tonja: Review of UC Intranet/Office Website/Xpress Docs/Info USA - Call #8

2.  Tonja: Specialty Website Discussion - Call #9

3.  Tonja: Confidentials - Call #10

4.  Tonja: Marketing - Call #11

5.  Tonja: Agent Websites/Property Tracker - Call #112

6.  Lisa: Work with office to proof lifestyle brochure

Agents now have clearance to attend United Power.

Broker(s)/Owner(s) w/onboarding manager

1.  Tonja: Pending Sale Setup - Call #13

2.  Tonja: Question/Answers in Final Session - Call #14

Lisa: move to next level of onboarding

Tonja: Alert Business Consultant for differentiation training