Your agent onboarding plan
Welcome to our family!
Our tailored onboarding plan guides you through everything essential to kickstart your journey with our products and services.
Week 2
CRM & Outreach
Make sure to check in with Dwayne weekly to stay on track
Contact 15+ new people and add to CRM (enter into VAC)
1 Time Management
Send 10 thank-you notes (SOI, vendor partners, etc.)
Share your mobile app with 5 people (MobilityRE login email)
Time block your schedule 2
Complete next week’s calendar
3
4
Training & Scripts
Attend live/recorded training (VAC Calendar > Training Videos)
Practice scripts (Elevator, New Agent – Week 1 Packet)
Watch/Read Keepin’ It Real (Troy Reierson email)
Use your DRC (Daily Revenue Commitment – review with management)
Open House Prep
Shadow or team up for a full Open House process
Create your Open House Kit (sign-in sheets, sanitizer, etc.)
Decide if someone will co-host (agent, lender, etc.)
Practice Open House scripts (Book of Everything)
Do market research (pricing, DOM, amenities, schools)
5 Property Previews
Preview 5 homes (schedule via MLS)
Visit 1 new build community (bring business cards)
Networking & Meetings
Meet with Title, Lender, Escrow, Home Warranty, Inspector
Schedule with Marketing Coordinator (Grace Baggett – Mon/Wed)
OPEN HOUSE VS. HIGH IMPACT OPEN HOUSE
REGULAR OPEN HOUSE HIGH IMPACT OPEN HOUSE
PUT UP A SIGN
BE STRATEGIC IN SELECTION:
- RIGHT LOCATION SALES PRICE TRAFFIC
PRAY THAT SOMEONE COMES IN PREVIEW BEFORE YOU SAY YES
ADVERTISE ON SOCIAL MEDIA
DOOR KNOCK TO INVITE NEIGHBORS (10-1
SIGN RIDER: { OPEN HOUSE } SEVERAL DA
STAGE YOUR OPEN HOUSE KEEP VISITO
FOLLOW UP, FOLLOW UP, FOLLOW UP!
H
W
W
WHAT IS THE DIFFERENCE?
BEFORE THE OPEN HOUSE
K N O W y o u r s c r i p t s - p r a c t i c e m a k e s p e r f e c t . - P r e v i e w o t h e r l i s t i n g s o n t h e m a r k e t n e a r t h e p r o p e r t y p r i o r t o t h e O p e n H o u s e - C o n s i d e r h a v i n g a s e c o n d p e r s o n t h e r e
A n o t h e r A g e n t ( D e t e r m i n e h o w c o m p e n s a t i o n a n d R e p r e s e n t a t i o n w i l l b e h a n d l e d o n a n y L e a d s )
L e n d e r P a r t n e r
- C o m m u n i c a t e w i t h t h e S e l l e r / L i s t i n g A g e n t
F l y e r s ( V A C )
I m p o r t a n c e o f s t a g i n g t h e h o m e f o r v i s i t o r s
H a v e p e t s o f f t h e p r e m i s e s
N o s e l l e r s p r e s e n t d u r i n g t h e O p e n H o u s e
F o l l o w u p a f t e r t h e O p e n H o u s e - A d v e r t i s e i n a d v a n c e
R i d e r o n S i g n
F l e x M L S
S o c i a l M e d i a
D o o r K n o c k i n g n e i g h b o r h o o d - i n v i t e t h e m t o c o m e e a r l y U t i l i z e t h e 1 0 - 1 0 - 2 0 s y s t e m C r e a t e a v i d e o a n d p o s t t o s o c i a l m e d i a
W h e r e e l s e ? ? - C o m m u n i t y B u l l e t i n b o a r d , N e x t d o o r , O f f i c e , e t c .
-Set yourself up for SAFETY!
Joint Open Houses
Pepper Spray
2 Exit Options
-Will you have food or no food? (Snacks, water bottles, etc.)
-What you need to do to be ready
List of available properties nearby.
Create Neighborhood Report and bring a couple copies
Mobile App ready to share.
Consider a suitcase/bag/tote to keep your materials in.
Think about how you are dressed…are you professional?
Set up the house BEFORE putting up your signs
Set up the signs
-Reserve signs through front desk
-Use door hanger for yards of sellers who aren’t home
-Pay attention to zoning / sign ordinances (Check with HOA)
Arrive early
Bring Paperwork in case someone wants to write an offer, including thank you notes
Clear your schedule after the Open House for Buyers that might want to see other homes.
Make sure all valuables are out of sight (medicines, jewelry, weapons, tablets, etc.)
Refer to checklist for ideas on what to bring
DURING THE OPEN HOUSE
-Have EVERYONE sign
Written Sign-in Sheet or Cards
Mobile App
VAC 2.0 / Open House Lead Page (QR Code)
“Requested by Sellers”
-Have light music playing in the background
-Send thank you notes immediately; have cards and stamps with you to generate during your down time.
You can drop them off on your way home.
-Keep the kids happy (coloring book or pages)
-Know what you are going to do to handle multiple visitors at the same time.
-Bring your prospecting list with you to work during any down time you might have.
-ATTRACT VISITORS WITH MULTIMEDIA - stop announcing just the date, time you need to entice people with OPPORTUNITY!
-CREATE URGENCY!
-USE VIDEOS FOR INVITATIONS - Talk about features and benefits of the house - focus on the value not just the facts.
-Engage
Engage at the event
Be mindful of number of guests at one time (okay to limit)
Use a tablet / mobile technology to answer questions and show data on the move
Utilize the Mobile App
Use video, maps, and graphs
-TAKE AWAYS
Provide a take-away item to remember YOU and the house.
Something seasonal
Neighborhood information including HOA/Rec Center or other amenities
Use it as a follow up item of discussion
Create OPEN HOUSE SWAG for visitors to take with them.
AFTER THE OPEN HOUSE
-SEND THANK YOU NOTES IMMEDIATELY THAT YOU DIDN’T GET TO DURING THE OPEN HOUSE.
-LEAVE THANK YOU NOTE FOR THE SELLER AT THE HOME.
-COMMUNICATE WITH THE SELLER / LISTING AGENT TO SHARE OUTCOME OF THE OPEN HOUSE,
How many visitors
Commonly said comments
Any interest or Offers?
-Reflect on what you did well and how you can improve.
-Set all Leads up on Open House Follow-up Drip Campaign or send a Neighborhood Report/Listing Alert.
-Secure the house.
Take everything you brought
Close down window shades
Put A/C - Heater back to where it was when you arrived
Pay attention to which doors AND windows need to be locked.
ALWAYS take out your own trash and wipe down any areas used.
-Pick up and return your signs
-Follow up with any prospects
Lender follow up?
Mobile app
Other listings to show
