Executive Training Guide!

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2 Executive Training Guide Marketing and Lead Generatin Lead Generatin - Activities t Get New Cntacts Executive Access Fllw up with new leads generated frm RealtyExecutives.cm r leads assigned by yur ffice Website & Lead System Implementatin Fllw up with new leads frm yur website Share yur website with everyne and put the web address n all yur marketing Add valuable cntent by adding pages s yu can drive traffic frm search engines t yur website Create custm landing pages t share n Craigslist, Scial Media and ther nline marketing Mbile Implementatin Share yur Real Search App n Craigslist, Scial Media and with all yur Buyers Executive Edge Implementatin Print flyers and pstcards t handut Share marketing pieces n Scial Media Lead Cultivatin - Turning New Cntacts int New Business Executive Access Add cntacts int yur database and fill ut all the cntact infrmatin and manage grups. Ideas fr grups: past clients, new prspects, buyers, sellers, friends, etc. Website & Lead System Implementatin Drip cntact int a Client Marketing Plan s they can cntinue t receive s abut buying r selling and yu can setup reminders fr fllw up phne calls, persnal ntes, etc. Setup Listing Alerts fr all buyer prspects Mbile Implementatin Create grups in the phnebk fr buyer and seller cell phne numbers

3 Use the text cmmunicatr t send mass text messages n amazing prperty deals, cmmunity events, pen hmes, etc. Text yur Real Search app t all buyer prspects Executive Edge Implementatin Add cntact t enewsletter Drip gruped cntacts int a targeted marketing campaign. Ideas fr campaigns: first time buyer campaign, investrs, mve up buyers, retirement, etc. Listing Appintment - Deliver an Executive Presentatin Executive Access Use the Listing Presentatin fr ipad Website & Lead System Implementatin Build a CMA Reprt Mbile Implementatin Shwcase the Smart Signs and Smart Artwrk during yur listing presentatin and have the seller text r call t see hw their Listing will appear t ptential buyers and explain hw the buyer can engage with the hme and listing agent Executive Edge Implementatin Listing flyers Just Listed Pstcard Print Newsletters t give t Seller New Listing - Create Mre Business Website & Lead System Implementatin Write blg with phts abut New Listing Mbile Implementatin Create Prperty, Assign Cdes and Put Up Sign Rider Generate Marketing Artwrk and pst t Craigslist, Scial Media, Newspapers, Magazines and Mre Use Mbile Send t text message yur newest listing t ptential buyers Executive Edge Implementatin Add t enewsletter 3

4 Shwing Hmes - Deliver an Amazing Custmer Experience Executive Access Update Cntacts with prspect s infrmatin/status and add t grups Website & Lead System Implementatin Setup listing alerts based n yur Buyer s search criteria Mbile Implementatin Use Mbile Send t text new listings f interest t yur Buyer Executive Edge Implementatin Print Marketing Pieces abut Brand Value t handut Drip cntacts int a campaign that fcuses n asking fr referrals Stay in Tuch After Clsing - Tap int the Referral Business Executive Access Update Cntacts with prspects infrmatin/status and update grups Website & Lead System Implementatin Assign a Client Marketing Plan that will remind yu t make fllw up custmer phne calls, write persnal ntes and send ut quarterly items f value Remve Listing Alerts frm Buyers wh clsed the deal Create Just Sld Virtual Pstcard and t prspective sellers Use Grup Messaging t send ut mass s Update Blg with Sales Price and Infrmatin Add Client Testimnials t yur website Mbile Implementatin Free Cde frm prperty and Archive Hme Use text cmmunicatr t ask fr referrals nce a quarter Use text cmmunicatr t send custm text messages abut imprtant lcal real estate news, time changes, gd news, birthdays, etc. Executive Edge Implementatin Add client t nging Direct Mail Birthday campaign Add client t nging Direct Mail Purchase Anniversary campaign Drip cntact int an nging Hliday campaign Create a Just Sld Pstcard and mail ut t immediate neighbrhd

5 Systems and Tls Outline Intrductin t Executive Access Maximize Executive Prfiles: The Steps Every Executive Must Take Preferences My Prfile - Make mdificatins t their Persnal Prfile Pht Editr - Uplad r change their Persnal Pht Alerts - Setup lead ntificatins and cntact alerts MLS ID - Cnnect t an MLS fr Listing Management and Websites Lead Availability Mre Preferences Passwrd Reset - Setup accunts, signatures and mre Languages - Select which languages the Executive speaks Sharing - Setup sharing fr cntacts, calendars, leads and mre Grant Access - Granting Access allws Office Staff and Internatinal Staff t lgin t their Executive Access accunt fr assistance Lead Capture Links - Share Executive Prfile and Generate Leads thrugh the Internatinal Website Executive Access Overview Hmepage Widgets Area - Stay up t date n alerts, appintments, ffice news and events and much mre Quick Links - Access the mst cmmnly used areas in Executive Access Tp Menu Icns - Access all the tls and resurces in Executive Access Quick Searches - Search Executive Access, Cntacts, MLS and mre Cntacts - Calendar - Manage Cntacts and Grups - Manually add cntact recrds and rganize by grups Imprt Cntact Database - Easiest way t imprt multiple cntacts at nce Schedule Appintments - Use the calendar t setup appintments Sync Cntacts and Calendar - Using Ggle Sync, a cnnectin between Executive Access and Ggle Cntacts and Gmail can be established t allw cntacts and calendar events t sync back and frth and als t sync ver t Mbile Devices 5

6 Optins - Realty Executives can be used t access incming and utging mail while the Executive Access can nly be used t track utging s that were sent ut using Executive Access Cncierge The New Training Center - Shrt Hw t Vides n Executive Access, Website & Lead System, Mbile Marketing and Executive Edge Custmer Service - The fastest way t receive assistance is t custmerservice@realtyexecutives.cm r g t RealtyExecutivesCustmerService.cm Training & Educatin - Sign-up fr Training Webinar/Events, Marketing Wrkbks and Business Planning Wrksheets Registered Suppliers - Learn abut Vendr Discunts and Negtiated Pricing Referral Services - Place a Referral thrugh Internatinal t match up yur client with the best Executive wh can assist Office Office Center - Share Office News and Events Office Rster - Always have access t an updated ffice rster Cmmunity Bard - Pst services and items fr sale Sales Bard - Office listing inventry Executive Access Listings, Marketing and Tls Listing Management Enhance Listings - Make mdificatins t listings that will reflect acrss all Realty Executive Websites Brker Exclusives - Manually add listings as cming sn, active, sld, etc. Traffic Reprt - See hw many times a listing has been viewed Marketing Menu Free Dwnlads Presentatins - Listing and Buyer presentatins fr ipad, PC s, Macs Banners - Use these fr Signatures and Marketing Marketing Artwrk Yard Sign Graphics - Dwnladable templates t use when designing a yard sign fr yur ffice Lgs - Available in all acceptable designs, clrs and frmats

7 Tls Menu Cnsumer Flyers - Dwnladable flyers t use fr cnsumer handuts Trade Shw & Presentatin Banners - Dwnladable artwrk and references t rder Pp Up Stands Billbard Templates - Dwnladable Artwrk Scial Media Graphics - Use these images fr facebk, etc. Templates - Different templates available fr Wrd, Pwerpint, Publisher, InDesign, QuarkXpress, Flyers, Office Cmmunicatin, Invitatin/Annuncements and Recruiting Mailing Labels - Search thrugh yur cntacts and dwnlad mailing labels Dcument Center - Access hw t guides and ffice dcuments upladed Free Print Center Print Pwer - Order marketing materials fr print REX Prm - Put yur lg and cntact infrmatin n prmtinal items such as pens, bags, etc. REX Print - Access ffice and Executive Marketing Materials such as Business Cards, Pcket Flders, Letterheads, Office Psters and Recruiting Flyers Search the MLS Pwer Search - This search allws yu t be very specific t narrw dwn yur search Quick Search - Quickly search by address, mls number, etc IDX Search - Search like custmers d n ur Realty Executives Websites Htsheets - Pre-built searches based n a time interval Search Summary Page - View a summary f all yur saved searches Website & Lead System (sign-up required) Executive Website Basic Setup - The Executive s prfile, alerts and MLS ID need t be setup first in rder fr the website t functin and display prperly. Design Backgrund - Change the website backgrund that will shw n every page f the website. Yu can use a cmpany prvided pht r uplad yur wn. 7

8 Layut - Chse a layut fr the widgets lcated n the hmepage f yur website. Theme - Use ur prebuilt REI theme r edit the theme t change the clrs, fnts, sizes and transparency. Widgets - Add widgets t yur hmepage such as the Prperty Search tl, Mrtgage Calculatr, Featured Prperty Slideshw, Market Activity Widget and mre. Adding Pages - Adding cntent such as an article, phts, vides, pdf brchures, etc. will give value t yur website and cnsumers will have a better chance f finding yur website thrugh search engines. Instant Searches - Create prebuilt prperty pages t pst t yur website fr quick search results. Dmain Setup - We prvide 1 friendly cmpany address t share with custmers. This cmpany address needs a quick setup and the URL will be (example: Yu can als setup a persnal URL/Dmain Name (example: elcajncahmes.cm) t share with custmers. Lead Registratin: Cntrl hw many prperty searches a website visitr can perfrm befre they re asked t Register fr a Hmefinder Alert accunt. Mre Optins: Change settings fr yur website menu, prperty search, featured listings, sld listings, image gallery, lead registratin, cntact infrmatin. Listing Ntificatins Custmer Setup - Website Visitrs can setup their wn Listing Ntificatins n the website and save their search s they can lgin next time t view the newest listings r receive alerts when new listings hit the market. Executive Setup - An Executive can setup a Listing Ntificatin fr their custmers that are in their Cntacts in Executive Access. The custmer will then receive a username and passwrd t lgn t the Executive s website t view the saved searches and they will als receive alerts when new listings becme available. Track Activity - Once a cntact is setup with a Hmefinder Alert System accunt, yu can then track every prperty the custmer views, saved prperties, saved searches and the exact time they lgged nt yur website. Marketing Features Client Marketing Plans - Setup autmated s, phne calls and task reminders t help yu stay in tuch with all yur cntacts. Yu can als g int the Executive Access preferences t have yur website leads filter autmatically int a Client Marketing Plan.

9 Grup Messaging - Send mass s t multiple recipients at ne time. Virtual Pstcards - Quickly send an flyer that autmatically pulls in yur listings phts and prperty details frm the MLS. Chse frm different style templates r create and save yur wn template. Letter Templates - Save prebuilt templates t use ver and ver again. CMA Builder - Quickly and easily build a prfessinal CMA Reprt fr yur buyer r seller and pull in yur cmparable listings directly frm the MLS. Net Sheets are als available in the CMA Builder. Other Features Included with the Website & Lead System Subscriptin Upgraded Cntact System - Additinal cntact fields and ptins are nw available in the cntacts area. Mst Active Clients Widget - This widget appears n the hmepage f Executive Access t shw wh are the mst active clients using yur website. Pipeline Overview - This widget appears n the hmepage f Executive Access t shw a breakdwn f yur business fr all the cntacts in yur system. Mbile Marketing (sign-up required) Smart Signs Marketing Perspectives - Use the Sign Riders t deliver valuable infrmatin t Buyers while creating that WOW factr with peple in the cmmunity interested in selling their hme Call-Text-Scan Technlgy - Deliver a Unique Custmer Experience by allwing yur Custmers t text, call r scan fr Listing Infrmatin, Phts and Virtual Turs. Enhance Listing Presentatins - Demnstrate this mbile marketing tl in a Listing Appintment t shwcase the value f having this unique pprtunity fr the Seller lking t list their hme. Enhance the Buyer Experience - Give Buyers the infrmatin they want thrugh a mbile smartphne experience. Drive By prperty infrmatin has never been easier t btain, just call r text. Order Sign Riders Frm the hmepage f yur Mbile Marketing Dashbard click n Order Sign Riders. Chse frm different clrs and designs. Signs can be used ver and ver again. 9

10 Smart Artwrk Cdes Prperties Reprts Signs can be rdered fr delivery r yu can chse t rder a Digital Dwnlad t dwnlad the artwrk fr a lcal Print Vendr. The Digital Dwnlads are high reslutin. Marketing Perspective - Give cnsumers the ability t see all the phts f the prperty and a virtual tur frm their smartphne with yur branding and cntact infrmatin n every page. Marketing Avenues Print Advertising - Use Smart Artwrk n yur newspaper ads, magazine spreads, flyers and s much mre. Online Advertising - Use Smart Artwrk n craigslist ads, signatures, scial media and s much mre. Generate Marketing Artwrk - Frm the Mbile Marketing Dashbard, click n Generate Marketing Artwrk t dwnlad the Smart Artwrk fr any Prperty already setup in yur Mbile Marketing System. Manage Cdes - This list prvides an verall snapsht f the all the cdes in yur system and if thse cdes are assigned t a prperty. Keep in mind, there a buttns t the bttm right t g t the next page t see all yur available cdes. Order New Cdes - T start, we give every Mbile Marketing subscriber 25 cdes t use. If all 25 cdes are being used and yu need mre, yu can request 25 New Cdes at n additinal cst. Active Prperties - View prperties imprted frm the MLS r manually added int the system. This list als prvides an verall snapsht f yur listing inventry and the cdes assigned t each prperty. Create New Prperty - Manually create a prperty by adding listing infrmatin, phts and generate a virtual tur. Yu can als use the imprt feature t use an MLS# r prperty address t imprt listing infrmatin and prperty phts frm the MLS. Assigning Cdes - Frm the list f prperties, yu can assign a cde t a prperty r yu can release the cde frm the prperty t re-use the cde fr anther listing. Delete Prperties - Never delete a prperty that generated leads. Prperties that are deleted als delete the leads attached t that prperty. Archive Prperties - Archive all prperties that generated leads that way yu can save all the details abut that lead such as the listing they riginally requested infrmatin abut. This allws yu t clean-up yur prperties list as yur listings sell s yu can make rm fr New Listings.

11 Search and View Leads - This area prvides reprting fr all the leads generating thrugh yur Mbile Marketing system. Yu can search fr leads r create a filter t lk fr specific leads. Yu can als track the custmer activity fr peple wh are using yur Real Search app. Cmmunicatr Send Mass Text Messages - Use the cmmunicatr t send mass text messages t any cell phne number. Text abut Open Hmes, New Listings, Price Reductins, Past Client Messages and much mre. The Phnebk Manage the Phnebk - The phnebk keeps a recrd f all the peple wh requested infrmatin frm any f the Mbile Marketing tls. It keeps thse cntacts categrized by the prperty they requested infrmatin fr. Imprt Cntacts - Yu can imprt cntacts frm anther database int the Mbile Marketing Phnebk. Cnfiguratin and Accunt Settings Cnfiguratin - Make sure t uplad a pht, add yur prfile infrmatin, yur ffice address, cnnect t the MLS t take advantage f the autmatic imprt and setup yur lead alerts fr text and ntificatins. If yu need help with the MLS cnnectin, please custmerservice@realtyexecutives.cm. Accunt Settings - Cmplete the accunt infrmatin area and mst imprtantly, add yur cell phne number t the phne number field. Real Search App An App fr yur Custmers - Share this App with yur custmers s they can search hmes fr sale, save their favrite prperties and favrite searches. They als have the ability t use quick buttns t call and text yu frm within the app. Hw t Share - Yu can share the Real Search app by having anyne send a text message t and in the message bx type in yur keywrd. Yur keywrd is typically yur first name last name but yu can verify this by ging t yur Mbile Marketing dashbard and scrll dwn t view yur Real Search Keywrd. Yu can als use the Mbile Send app t text message yur app t anyne. Mbile Send App An App fr the Executive - Use this app t send listing infrmatin and phts thrugh text message. can be used t send listings t a client but nw yu can als text message listings frm yur smartphne. It s easy t use and custmers will be happy t view listing infrmatin, phts and a virtual tur right frm their smartphne. 11

12 Hw t get the app - There a cuple f ways t dwnlad the Mbile Send app. Yu can lgin t yur Mbile Marketing dashbard and click n Mbile Send t scan the tag t access the app r yu can send a text message t with the message Mbile Send. A text message will cme back with a link t access yur Mbile Send app. Make sure t save the app nt the hme screen f yur smartphne. Executive Edge (Free Versin and Paid Versin) Print Marketing Center (Free Versin) My Prfile - Add yur pht, lg and cntact infrmatin. List Manager - Add yur cntacts and rder a mailing list with specific demgraphics. Limited Marketing Materials - Flyers, Pstcards, Flder Greeting Cards and much mre. Order High Quality Prints - Yu can nly rder prints thrugh Shutterfly. Cmplete Marketing Suite (Sign-up Required) Over 3,000 Pre-Built Marketing Materials Create/Edit Artwrk - Custmize and make mdificatins t the artwrk and text. My Saved Pieces - Save yur favrite marketing materials. Print - Generate a PDF t print n yur persnal/ffice printer r rder high quality prints thrugh Shutterfly. - Artwrk t 1 Cntact r Multiple Cntacts Share - Use the Pst t Website buttn t share marketing materials thrugh scial media, yur website and much mre. Add t Campaign - Add a marketing piece t autmated r direct mail campaign. Campaigns - Setup autmated r direct mail campaigns fr client marketing r recruiting and use the reprting t keep track f the results and successes f each campaign. enewsletter - Autmated that ges ut t yur cntacts n the first tuesday f every mnth with a persnal greeting, current real estate news and featured listings. Please submit all questins/cncerns/requests t the Custmer Service Team at r simply CustmerService@RealtyExecutives.cm