New Agent Checklist

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Checklist for new agents joining the team.

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  • NewAgentChecklist

    AbelsonDISC SignedIndependentContractorAgreement SetupinKWOfficeSystems

    AlarmCode PrinterCode KWRoster

    ReceivedListofExpectationsFromustoYouYoutous MeetingwithSteveMangelson MeetingwithDaveWeeks IntroducedatWeeklyKWTeamMeeting KeystotheAgentRoomOutsideDoors TakeHomeMaterials

    TheMillionaireRealEstateAgent The5DysfunctionsofaTeam

    @skinnerteam.bizEmail TheircontactinfosavedintoHeidisContacts SetupinBoomtown SetupinRealFuture TraininginBoomtownandRealFuture (Newtotheindustry)Flex/MLSaccount NeededSystemssharedwiththem

    Smartsheet.com ClientWorkbook GQueues AddTeammembersonChat GoogleVoiceaccount

    Officedesk Scripts(Thinkingshouldweprintalloftheseandputthemintoabindertheycancheck

    outaswellasonasmartsheetwesharewiththem) HeidisOnceinaLifetimeOpportunityScript MikeFerryScripts IgniteScripts BoldScripts Prospecting/ObjectiveHandbookScripts NinjaScript LPMAMAScript IMSDPhoneScript FSBOSequenceScript JeffQuintinScript ExpiredListingScript

  • KWUBuyersScripts PhoneScriptforSettingAppointments HotMarketProspectingScript DavesFavoriteScripts ClosingSequenceScript DebbiesBuyerAgentsScripts NoticeofDefaultScript ProspectingSchoolScript KWUSellerScript 10DaysofPain

    TrainingMaterials/OfficeMaterials SellerQuestionnairesShortSaleandTraditional BestListingAgentSchedule MythsaboutSSFlyer WhyHireaRockstarFlyer 7MistakesThatCanLandYouInCourtFlyer 10DisastersFlyer HeidisShortSalePresentation DaveJenksHighPerformanceRecordingandScript

    ShadowingSchedule IntroductionLetterSentOut GoalsDoneAccountabilitysetintoplace ReviewMeetingsetupwithAli2weeksintoconfirmeverythingisdone(roleplaying,

    everythingissetup,theyunderstandBT,RF,etc.)torelaytoHeidi TrainingScheduleissharedtothem.(weeklyandyearly) Suprakey

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