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*** Please note that these classes are capped at 30 attendees so that Xavier can support hands-on learning and set-up ***
Module 1: Set up for Success – Contacts/Database
In this workshop, agents will learn the basics of KW Command as the new platform to run their business. It all starts with our contacts as we all know: our database is our business.
Import your existing database
Manually add a contact
Add a contact via Kelle
Log an interaction/notes
Create tags, filters, smart views
Module 2: Prep to Get Paid – Opportunities/Pipeline
In this workshop, agents will learn how to utilize the Opportunities section of KW Command to manage their pipeline of business, from scheduling the initial appointment all the way to closing.
Calculate CGI probabilities in pipeline
Edit stages of the process relevant to your business
Generate an offer comparison/net sheet
Enter commission details and track capping progress
Create/view checklists for documents and compliance
Module 3: Leverage SketchHouse – Designs/Templates
In this workshop, agents will leverage the SketchHouse section of KW Command to create engaging, visual marketing pieces.
Browse the KW Sketchbook library
Edit designs from scratch or templates
Create personally branded marketing materials
Incorporate Kelle snaps and local insights
Build custom landing pages
Module 4: Launch Your Lead Gen – Smart Plans
In this workshop, agents will learn how to automate their functionary activities, action plans, and checklists to create digital leverage with the Smart Plans section of KW Command.
Launch your lead generation strategy
Automate communication with your database
Go beyond traditional marketing campaigns
View and use Smart Plans from top agents/teams
Learn the building blocks to create a new Smart Plan