New Agent Playbook 6.17.23

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M A R K E T C E N T E R Welcome! NEW AGENT PLAYBOOK S U C C E S S I S B U I L T S E Q U E N T I A L L Y . I T S O N E T H I N G A T A T I M E . - G A R Y K E L L E R 3197 Richland Ave Metairie, LA 70002 504-455-0100 Staffed Hours: M-F 8:00am - 5:00pm 24 Hour Access with FOB

hello there!

Welcome to the Keller Williams Realty Family! We are thrilled to have you join us in partnership for your real estate business. We trust that you will find success, growth, and friendship as you begin your journey here at Market Center 110! At KW, we strive to be the full service real estate company of choice for real estate professionals and their clients in Fort Wayne and surrounding areas.

At Keller Williams, we place such an importance on our belief system that we have designed a culture that fosters it. We believe real estate is about relationships. This approach guides us every day in how we conduct our business. Our commitment to growth and education is unparalleled. With classroom and on-demand training modules, paired with our award winning coaching and mentorship we are confident that you will be provided with real strategies and tools you can implement immediately to create a scalable business you can be proud of. We truly want to help you create a life by design, not by default.

W E L C O M E H O M E
I V E S L E G A C I E S W O R T H H A V I N G . W O R T H O W N I N G W O R T H L I V I N G . W O R T H L E A V I N G .
C A R E E R S B U S I N E S S E S L

KW Command- Manage your business on the go

Dotloop- Your e-signature platform and the home for all of your contractrelated documents

KW Consumer- Allows the agent and consumer to connect throughout various points in the transaction Your client's mobile solution for searching for properties on-the-go.

ShowingTime- Request showings for your buyer clients and manage showings and feedback for your listing clients.

Supra eKey- Allows real estate professionals efficient, authorized access to properties for sale. Open keyboxes easily using a PIN code

KW Metairie Group (agent-only group)

https://www.facebook.com/groups/998051800229571

KW Metaire Page (public page)

https://www.facebook.com/KellerWilliamsMetairie

apple store google store
I M P O R T A N T A P P S
K E L L E R W I L L I A M S R E A L T Y 4 5 5 - 0 1 0 0 " D O N ' T L E T S M A L L T H I N K I N G C U T Y O U R L I F E D O W N T O S I Z E T H I N K B I G , A I M H I G H , A C T B O L D . A N D S E E J U S T H O W B I G Y O U C A N B L O W U P Y O U R L I F E " - G A R Y K E L L E R P A S S P O R T T O S U C C E S S

Your First 90 Days

Starting in real estate is a lot like an airplane taking off.

You would think the pilot was crazy if they didn't give the plane full throttle. To get anything off the ground you have to give it a push. Your real estate career is not any different. You must give your business 100% FULL THROTTLE to get it off the ground. The fuel for your business is lead generation (talking to people and building relationships) This is true whether you call, door knock, network, or hold open houses. Whatever methods you choose, you MUST do it every day to earn the money you wish to make.

Most agents get into real estate for wealth, flexibility, and freedom. Remember, wealth doesn't come without discipline, and discipline gives you freedom. Each week of your first 90 days is designed so you can complete the activities in less than 30 hours... we didn't forget flexibility. Everything you need to complete these activities is contained in this Playbook.

During this time, you will be meeting with your Productivity Coach, Jamie Johnson, and/or your Team Leader, Jordan Sibley Your KW Metairie leadership team is here to support you all the way!

Week 1:

Complete onboarding documents with Beverly Ranlett

Complete Scott Le Roy Marketing (SLM) questionnaire

SLM will set up your email address, website, passwords, etc. and give you access to all of our KW programs.

Visit https://scottleroymarketing.com/setup and watch the video on the Agent Setup Questionnaire Video.

If asked for your market center # please enter 110. Be sure to update NOMAR/LREC with your new business e-mail address.

Record your KW user names and passwords on the next page or on your phone

Log in to mykw kw com

Scroll to the bottom and click on mykw | MC 110 Intranet Click View Calendar at the top right to see our monthly training calendar

Make plans to attend the Foundational Training Classes over the next 90 days

These classes are listed on the next page in blue and can be found monthly on our Training Calendar

Register for New Agent Orientation and KW Pathway To Success ASAP

New agents with no production should also register for Productivity Coaching Onboarding ASAP

Join New Orleans Metropolitan Association of Realtors (NOMAR)

E-mail bev@kw com your 5 digit password number so she can set up your copy machine code

Register for NOMAR new member orientation (held monthly)

Join our office Facebook group (see Important Apps page)

Download the helpful apps listed on the Important Apps page

Get to know KW Command at https://console.command.kw.com/command

Click around the left-hand navigation menu to begin to familiarize yourself with the platform. There are multiple ways to learn KW Command If you prefer to learn at your own pace, start watching Marty Miller's Command 66 Day Challenge on YouTube

Building a solid foundation in training during your first 6 months.

Blue classes are required in your first 90 days

Orange classes are strongly recommended in your first 6 months

New Agent Orientation with your Director of Agent Services, Beverly Ranlett

Pathway to Success with your Team Leader, Jordan Sibley

Purchase Agreement and related buyer forms with your Broker, Bill Cooper

Dotloop E-Signature Platform basics and how-to

Contract through Closing and Inspections

Leases and related forms with your Broker, Bill Cooper

Listing Agreement and related forms with your Broker, Bill Cooper

Productivity Coaching Onboarding will teach you the power of our amazing in-house technology system.

Financing 101 with our lender sponsor of the month.

Getting Started with Command will teach you the power of our amazing in-house technology system.

emPOWER Hour is held every Tuesday from 9:00am - 10:15am in the Training Room with your Team Leader and fellow agents. Hear from your leadership team, sponsoring vendors, and other agents.

New Agent Mastermind is held the first Thursday of every month from 3-4pm in the Training Room Get to know fellow new agents and hear from your Team Leader, Productivity Coach, and other guest speakers.

IGNITE is one of Keller Williams University's signature courses. Learn everything you need to know to ignite your business... from building relationships with potential clients, marketing, negotiating, open houses, and more! Ignite is offered live via Zoom every single month.

Recommended Reading & Listening:

MREA

Shift

The One Thing

Think Like A CEO Podcast

K W M E T A I R I E F O U N D A T I O N A L T R A I N I N G P L A N

Once your onboarding paperwork is complete you can expect an email with your login credentials!

My KW Information

MyKW.KW.com username:

MyKW.KW.com Password:

Copier/Printer Access Code:

@KW.com Email Address:

@KW com Email Password:

Command Username:

Command Password:

KW Anniversary Date:

Office Copy Code:

WiFi Network: kw _ met

WiFi Password: kellerwm

NOMAR username:

NOMAR password:

Real Estate License #:

MLS ID:

"Extraordinary results happen only when you give the best you have to become the best you can be at your most important work."
- Gary Keller, The ONE Thing

Week 2:

Order business cards and/or a name badge

Remember: unless ordering through ReaGraphx or Build A Sign, all marketing materials must be approved by Lucy D'Angelo

Need a headshot? Contact Nola Real Estate Marketing

Attend our weekly emPOWER Hour on Tuesdays at 9:00am

Mark upcoming market center events on your calendar

Begin adding contacts in Command

Think of your "FRANK's": friends, relatives, acquaintances, neighbors, kids' contacts

Your goal is to eventually add at least 201 contacts into your database, complete with e-mail addresses and phone numbers

Share your customized KW App with your contacts

Register for IGNITE classes on the training calendar

It's totally acceptable to jump in mid-way through the course or attend the classes you can.

Make a plan to complete your 45 hour post-licensing course

The market center will reimburse you for the cost of the pre-licensing course upon closing your first buyer/seller transaction

You will receive a reimbursement for the 45 hour post-licensing course upon closing your second buyer/seller transaction

Use the Economic Model Consulting Tool to create your income plan

Begin working on your 4-1-1 (see next page)

Be sure you know how to open a Supra blue tooth lockbox

You must contact NOMAR to get app access at (504) 885-3200

What is the 411?

The 4-1-1 is a productivity tool that drives your goal setting from the desired end results to the present. It is NOT a to-do list, it's a success list

The 4-1-1 is a reflection of your top priorities - your "Big Rocks" It is a list of goals broken down into annual, monthly, and weekly goals. It i d i d t h l t b th l l ( lt ) d h t

Earn $75,000 in gross commission income (GCI) by closing approximately 16 buyer/seller units.

Improve my mental and physical health by improving my dietary choices and exercising 3x/week.

Close 1-2 buyer/seller units

Hold 2-3 buyer/seller appointments

Meal plan on Sundays to ensure I have healthy options available for at least 2 meals and 2 snacks per day.

Take the dog for a walk 3x per week for 20+ minutes.

Have 10 conversations about real estate every day

Add 5-10 new people into my database

Host 1 open house

Have 10 conversations about real estate every day

Add 5-10 new people into my database

Attend a training in my market center

Have 10 conversations about real estate every day

Add 5-10 new people into my database

Host 1 open house

Have 10 conversations about real estate every day

Add 5-10 new people into my database

Post 2x per week about real estate on social media

SAMPLE
Name:

Week 3:

Continue learning about your Command database

Remember: there are multiple ways to learn KW Command If you prefer to learn at your own pace, start watching Marty Miller's Command 66 Day Challenge on YouTube or set up an appointment with Vickie Mumphrey, our Market Center Tech Trainer

Continue adding your contacts into Command with a goal of 201+

Create a Facebook business page and/or Google Business profile

You may also want to consider creating free profiles on Zillow and Realtor.com

Attend IGNITE classes via ZOOM

Complete your Daily 10-4 from IGNITE

10 hand written notes or direct messages on Facebook/Instagram

10 contacts per day (two-way conversations about real estate)

10 names in your database per day

Review the Residential Agreement to Buy or Sell

Review the Residential Listing Agreement

Review the Residential Lease Agreement

Remember: You will take classes with our Broker during our monthly Career Development week where you will be guided through these documents step-by-step

Preview 10 homes in the MLS

Familiarize yourself with where to find information about each property (photos, disclosures, days on market, square footage, legal description, etc )

Set yourself up on an automated home search in the MLS

Create a daily schedule outlining when you will focus on real estate

Create time blocks for all activities (script practices, lead generation, and training)

Depending upon your goal, you should plan to devote 3-8 hours per day on real estate

Meet with our in-house lender, Keller Home Loans, or another lender and ask questions

You can also choose to attend Financing 101 during Career Development Week

Ensure you understand the basics around the 4 most common loan types: Conventional, FHA, VA, USDA

Meet with Productivity Coach or Team Leader to review your 4-1-1

Shadow or co-host an open house

Shadow an agent on a showing or home inspection

Refer to the Agent Shadowing List for a list of agents you an reach out to

Week 4:

Complete your Daily 10-4 from IGNITE

10 hand written notes or direct messages on Facebook/Instagram

10 Contacts per day

10 names in your database per day

10 homes previewed per week

Email everyone you spoke with on the phone or in-person thus far ensuring they have your contact information and mobile app

Hold an open house

Attend a training and/or social event in the market center

Attend 2-3 houses open on broker tour this week

Utilize the map function of the KW consumer app to view listings in the area around your current location

Customize your Buyer Presentation and Listing Presentation Packet

Log into KW Command and click on the Designs applet

Click Create Design and Print and Presentations

Meet with your Productivity Coach or Team Leader to review your finished product

ONE MONTH MOTIVATION

When you complete each activity, you are closer to a paycheck. Keep focused and expect the best. When you have buyers and sellers, make sure to time block appointments in your schedule and include time to prepare for each appointment. You time block lead generation just like an appointment. You should never give up one appointment for another You would keep both. The rule is, "when you erase... you must replace." Anytime you erase your lead generation time, you must complete it another time during the day. Lead generation is an every day activity

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New Agent Playbook 6.17.23 by kw4550100 - Issuu