Welcome To The Christian Swann Group

THE CHRISTIAN SWANN GROUP

Keller Williams Atlanta Partners

ON BOARDING PACKAGE

Table of Contents

CHRISTIAN SWANN GROUP

01

Table of Contents

02

Contact information

03-08 First 30 Days 09

60 Days

010

90 Days

CHRISTIAN SWANN GROUP

CONTACT INFORMATION

Christian Swann christianswann@kw.com 770-412-3126 Greg George greg.george@kw.com 813-995-4409 Breana Novak breenovak@christianswanngroup.com 678-554-1335 o

30 DAYS CHCECKLIST We are going to Break down the Goals/ to dos by the first few days and then the nest four weeks

Day 1 Office Tour with Christian Swann Meet the. Swann Group Complete KW & Swann Group sign up paper work Review Minimum Standards & Expectations20 Closings (minimum) 36 Closings residential 4 closings if commercial agent Sign Independent Contractor Agreement Get copies of logos (admin) get links to scripts (admin) Send in bios and Headshots (admin) Get signed up on Brivity Transfer Real Estate license Sign up to be a member of FCBOR Schedule Photo shoot Set up Swann Group email signature Order temporary Business cards (admin) Set up voicemail with Christian Swann Group Greeting Put the Swann Group on Facebook as place of employment post to your personal page about your new career Set up wireless access on laptop/ computer Set up access to copier/ printer Role Play Sphere Script Set up CSS account (centralized showing service) KW Signup for IGNITE Training Self

30 DAYS CHCECKLIST We are going to Break down the Goals/ to dos by the first few days and then the nest four weeks

Day 1 Meet everyone Day 2 Role Play "Sphere" script - Learn / Memorize / Internalize SD Review Swann Group Mission, Vision, Values SD Time Blocking (compile contacts, role play, lead generation, followup, admin work, lunch, appointments) SD Review Daily Team Tracking Sheet SD Complete your time block schedule for the week SD Review 4-1-1 SD Create your 4-1-1 Self Put in Brivity Goals Schedule Monthly meeting to update Brivity Goals Schedule weekly role play for scripts - 3 role play partners (3 role play sessions each week) Self Review KW.com site – videos, training calendar, KW Connect, etc. Self/KW Schedule Weekly Accountability Meeting (4-1-1 & Activity Tracking) Self/SD Brivity Training Self/COO Overview COO Adding and Updating Contacts, Status, Hotness, Tags COO Daily Expectations COO Watch “Introduction to Brivity” webinar in the Help Center Self Review "Tasks / Calendar" posts in the Help Center Self Start Commercial Classes

30 DAYS CHCECKLIST We are going to Break down the Goals/ to dos by the first few days and then the nest four weeks

Day 3 Role Play "Sphere" script Role Play Swann Group specific online lead script - Learn / Memorize / Internalize Listen to 5 Recorded Buyer Calls, take notes, and evaluate Lead Generate your sphere 2-3 Hours Transmit a copy of your 4-1-1 to SD Schedule to shadow Swann Group agent at this weekend's Open House Begin compiling database of your Sphere in Brivity (50 contacts minimum) Begin Reading Millionaire Real Estate Agent (MREA) - Audio books are acceptable Write Bio & Value Proposition Send Bio & Professional Photo to COO Day 4 Role Play "Sphere" script Self Role Play Swann Group specific online lead script - Learn / Memorize / Internalize Lead Generate 2-3 Hours Add 25 contacts to Brivity/ Command Make Announcement Call to Sphere Schedule Office Systems Training with Director of Agent Services Schedule FCBOR Orientation (Class occurs 1 per month) Day 5 Role Play "Sphere" script Self Learn "Open House" script - Learn / Memorize / Internalize Lead Generate 3 Hours Add remainder of Sphere to Brivity/ Command - 25 Contacts Minimum Share Calendar with Swann Group Call/Door Knock 50 surrounding neighbors for weekend open house that you are shadowing Door knock 5 new businesses with Christian or Sinai (commercial)

30 DAYS CHCECKLIST Week 1 Introduce to team – attend first Swann Group team meeting (Every Monday@ 10AM) Attend KW Partner Meeting (Tuesday's @ 11AM) Complete inputing your Sphere into Command/ Brivity(100 contacts minimum) Reading: Finish Part 1 of MREA - Charting the Course of Millionaire Real Estate Agent Watch: Why Gary Keller Got Into Real Estate Watch: Interview #1 KW Agent, Bob Lucido Face Book Post welcoming you to the team Week 2 Schedule 3 standing role-play appointments (15 min. each) per week. Time block in calendar Swann Group VS KW Office - Procedures specific to the team COO Shadow sales agent on new lead calls Role Play "Sphere" script Role Play Swann Group specific online lead script - Learn / Memorize / Internalize Role Play "Open House" script Learn "FSBO/Expired" script - Learn / Memorize / Internalize Call new Crexi Listings that are owner listed /Create folder( Commercial) Create list of businesses that are 3 months behind or more from Costar (Commercial) Lead Generate 3hrs minimum per day. (May call leads older than 12 months, sphere, FSBO/Expired) Shadow Buyer Agent on Consultation Shadow Buyer Agent on Showing Appointments Shadow Listing Consultation Shadow Listing Coordinator/Transaction Coordinator Add 2 New Contacts to Brivity per Day (10 per Week) Call Sphere and Database (Sphere Script) - 8 Conversations per Day Shadow Swann Group Open House Visit 2 New Home Builders to complete information worksheet Reading: Finish Part 2 of MREA - The Four Stages of MREA Watch: Interview Tim Heyl - Systems, Follow Up & Lead Conversion Watch: Tom Ferry - Overcoming the Fear of Prospecting Watch: The ONE Thing for 10 X-ing Everything

30 DAYS CHCECKLIST Week 3 Role Play "Sphere, Open House, & FSBO/Expired" script Learn "Objection Handlers" script - Learn / Memorize / Internalize Lead Generate 3 Hours (per Day) (May call leads older than 12 months, sphere, FSBO/Expired) Watch Command Training Videos Command Training - Basics and Essentials Centralized Showings Service - Scheduling Showings Dotloop Training KW Supra lockbox Training Begin Conversion University Training Set reminder tasks to engage your Sphere in Brivity/ Command - Every person should have a follow up task Add 2 New Have Met Contacts to Brivity per Day (10 per Week Call Sphere and Database leads (Sphere & Script) - 20 Contacts per day Visit 2 Builders and complete Swann Group information worksheet Shadow Buyer Agent Consultation Shadow Buyer Agent Showing Appointments Shadow Listing Appointment Shadow Open House Reading: Finish MREA Watch: The Buyers Consultation Overview Watch: Full Buyers Consultation Watch: Setting Buyer Expectations - Managing your Client & Schedule Week 4 Role Play "Sphere, Open House, FSBO/Expired, & Objection Handlers" scripts Lead Generate 3 hours per day (May call leads older than 12 months, sphere, FSBO/Expired) Review MREA - The 4 Models and the Tools we use for each Model COO Swann Group VS KW Office - Procedures specific to the team Preview 10 homes (2 different markets) Self 4 buildings if commercial Review Buyer Consultation SD Practice Buyer Consultation Self Perform Buyer Consultation to Sales Director (present twice per week) Review Listing Presentation Practice Listing Presentation Perform Listing Presentation to Sales Director (present twice per week)

30 DAYS GENERAL TRAINING 1-30 DAYS Role Play Practice scripts weekly with 3 role play partners Perform Mock Buyer Consultation x2 Perform Mock Listing Presentation x2 Coaching Weekly Accountability Meeting Weekly Coaching Huddle Call with Sales Director Attend weekly Swann Group Meeting (Tues @ 10AM) Attend weekly KW Partner Meeting (Tuesday @11AM) Complete BOOTCAMP Complete Conversion University Complete IGNITE Commercial Training Reading The Millionaire Real Estate Agent - by Gary Keller Technology Training Review Command & Brivity, RealNex (if commercial)- Adding contacts, status, hotness, tags, tasks, reminders COO Review County Property Search - Property Search, Taxes, Reports COO Review DotLoop - Forms, Templates, Checklists KW Review CSS - Setting Showings, Feedback, Reports KW/COO Internet Profiles - Zillow, Realtor.com, KW, etc. COO Milestone Tasks Lead Generate 3 Hours minimum (per Day) Announcement to Sphere - NEW to The Swann Group!

Scheduled weekly role-play sessions and daily lead gen 10 appointments scheduled and conducted!

YOU MADE IT THROUGH THE FIRST 30 DAYS!!! CONGRATS!!!

60 DAYS GENERAL TRAINING 31-60 DAYS

Lead Generate 3 Hours minimum (per Day) Make list of priority KW training for current month Update 4-1-1 for New Month Continue Calling/Handling Objections - OH/FSBO/EXP/Sphere/Inbound Continue adding contacts to Brivity and Command Schedule 2 Open Houses/month (min) Meet with Preferred Attorney Meet with Preferred Lender Meet with Preferred Inspector - Attend Inspection Secure Appointments Role Play Practice scripts with role play partners 3x/week Role play Buyer Consultation - 2x/week Role play Listing Presentation - 2x/week Coaching Weekly Accountability Meetings Weekly Coaching Call with Sales Team Attend weekly Swann Group Meetings (Tues @ 10AM) Attend weekly KW Office Meetings (Tuesday @11AM) Reading The 10X Rule - by Grant Cardone Milestone Task Maintain time-blocking habit & Swann Group Schedule for Success 15 appointments scheduled and conducted!

2 Transactions in Contract

YOU MADE IT THROUGH THE FIRST 60 DAYS!!! AWESOME!!!

90 DAYS GENERAL TRAINING 61-90 DAYS

Lead Generate 3 Hours minimum (per Day) Make list of priority KW training for current month Update 4-1-1 for New Month Continue Calling/Handling Objections - OH/FSBO/EXP/Sphere/Inbound Continue adding contacts to Brivity and Command Schedule 2 Open Houses/month (min) Secure Appointments Role Play Practice scripts with an accountability partner 3x/week Role play Buyer Consultation - 2x/week Role play Listing Presentation - 2x/week Coaching Weekly Accountability Meetings Weekly Coaching Call with Sales Team Attend weekly Swann Group Meetings (Mondays @ 10AM) Attend weekly KW Office Meetings (Tuesday @11AM) Reading Relentless: From Good To Great To Unstoppable - by Tim Grover Milestone Tasks 40 unique appointments scheduled and conducted!

4 Transactions Pended

YOU MADE IT THROUGH THE FIRST 90 DAYS!!! WAY TO GO ROCKSTAR!!!