Onboarding Course
by Robin Cheung
1. Welcome
1.1. Introduction: The Team Concept
1.2. The RealtorRealtor Team Vision
1.3. Goal-Setting and How We'll Help You Achieve Your Goals
1.3.1. Scripts & Systems and Structured Mentoring
1.3.2. Managing your sales pipeline to meet your goal production targets
1.4. Technology Overvew
1.5. Our Target Client
2. Login/Sign Up
2.1. My Account
3. Secondary & Ancillary Workflows
3.1. Ad hoc Scripts & Admin Tasks
3.2. FAQs
3.3. Help Center
4. Primary Workflows
4.1. Routine Scripts & Admin Tasks
4.2. Built on a foundation of Online Leads
4.3. Your Income is at the end of a pipeline funneling a large volume of online leads of varying qualities and stages of readiness through to a purchase
4.4. Primary Daily Activity: Qualifying New Leads & Securing Buyer Consultation Appointments
4.5. The CRM: Your Command Centre
4.5.1. CRM Walk-Through Tutorials
4.5.1.1. New Leads
4.5.1.2. Servicing a Lead
4.5.1.2.1. Sending a Specific Listing to a Lead
4.6. Making an Offer
4.6.1. Purchase
4.6.1.1. Freehold
4.6.1.2. Condo
4.6.2. Lease
5. Team Strategic Foundations
5.1. Our Marketing Strategy: Online Lead Gen
5.1.1. Target Buyers
5.1.1.1. Identify Sellers: "Buyers who have to sell first"
5.1.1.2. Theory: "Buyer's Thought Process"
5.2. Search Ads vs. Interrupt Marketing
5.2.1. Google & Microsoft vs. Facebook
6. Legend
6.1. Navigation Items
6.2. Main Pages
6.3. Content Pages
6.4. Forms
6.5. Members Area
7. Transaction Mechanics
7.1. Brokerage Deals Requirements
7.2. RealtorRealtor Team Document Policies
7.3. Biuyer Offers
7.3.1. Purchase Completed
7.4. Listing Agreements
7.4.1. Listing Sold Completed
8. Working with Clients
8.1. Buyers
8.1.1. Door-Knocking to Find a Home for your Client
8.2. Sellers
8.2.1. Marketing their Property
8.2.1.1. THEIR Marketing is YOUR Marketing