WEEK 1 - Getting Familiar with Kunversion+ (K+)
Training Topics
Be sure to chat with Support via bottom right side of dashboard anytime you have questions or email us at support@insiderealestate.com
To access our Support Portal for Training & Webinar content click here
To-Dos
This is to help you get familiar with what the system will trigger for you, the agent, from a contact perspective. Add in your Contacts in K+ also add in yourself as a contact but do not use your K+ email or phone/cell, insert a personal number and email so you can preview what the leads will see. Set up Listing Alerts and Get Familiar with Drip Campaigns We also recommend leaving the defaults in place and building your own Drip Campaigns for targeted audiences As the ContactOpen an incognito window on your browser Go to the domain for the agent as the lead shop for 5 consecutive days (look at homes on the domain)Save a home, ask a question, schedule a showing As the AgentText yourself a listing (then reply from the lead) Send yourself an email send yourself, as a contact, Millions Mapped (bookmark URL / download as lead)
Get ready to work Leads & SOI
Taking a little time at the outset will empower your leads and contacts going forward. Work with our Lead Configuration Specialists to make imports a breeze.
Understand what the Statuses in K+ mean and do
Connect all 3rd party email forwarding lead sources to K+ (zillow , realtor, trulia, etc)
Download Apps to Work on the Go
WEEK 2 - Empower Your Current Business
Training Topics
Review the places you have spent marketing dollars over the last 90d
Review and Learn the System Lead Generation Tools
To-Dos
Pick 3 ways K+ can empower your business:
Applying K+ to your current business can empower activities you are already engaged in, and drive more results.
Determine areas you’d like automation & intelligence to help your business: Open HousesMarketing Listings: Coming Soon, Just Listed, Just Reduced, Just Sold, Circle Prospecting / Farming, Seller lead-Gen, Door Hangers, MailersWorking with Buyers: Google & FB Ads, Target Loan Programs, Niche Markets (military, luxury, 2nd home, etc)
Create 3 short, written “Business Application Plans” on how you can leverage K+ to help your business
Learn what you need to do, and execute your plans
Business Application Plans
Example: I will add my sphere to the CRM and turn on a referral campaign, begin using the Open House App on every Open House and posting my new listings on FB with the IDX Squeeze Pages to help me get 30 new leads and 4 qualified prospects / mo.
WEEK 3 - Driving Leads & Growing Your Sphere
Training Topics
Review the ‘The SOI Growth Model’
Review the SOI 10x10 (Link) - Growing Your Sphere The Easy Way
To-Dos
Begin Driving New Leads & Growing Your SOI:
Proactive Lead Generation is about having a balance of new blood in the pool as well as increasing the size and engagement in the pool.
Drive Leads to IDX Squeeze PagesSingle Property: Coming Soon, Just Listed, Open House, Just Reduced, Just SoldMulti-Property (Search): Put in the search the main thing everyone wants in your market and post to groups on FB (ie. Pool homes in San Diego under 700k)
Drive Leads to Landing PagesSeller Ad with Address Capture Landing Page - Target on FBBuild a Video & Lead Generation Landing Page - Post in FB groups for Free Vid
Boost a Post (Paid)
Execute the SOI 10x10 (link is above within Week 2 training topics)
Set a recurring Calendar Task (every 90d) to send email to sphere for referralsYou can also use the Mass Email, Mass Text tool within K+ for a targeted message for niche groups
Set Lead-Gen Goals Below with how you’re going to accomplish them
WEEK 4 - Committing to the Program
Training Topics
Review Time-Blocking Best Practices (Link)
Ask the top 3 agents you know how they manage their day/week/mo
To-Dos
Create a Daily Plan for Success (and STICK TO IT):
Technology alone can’t make you successful, however leveraging the best tools within K+ with a committed, consistent plan of attack can help you drive big results towards success
Set Your Personal Schedule with times when you will do the following: Daily Use Dialer within Kunversion+ Mobile App for Agents‘Free’ Lead-Generation (Social engagement) Follow-up from daily lead activity Weekly Reach out to Inactive Leads (use Not Searching to Identify) Use K+ Mobile App Dialer to contact your SOITry a new Lead Generation TacticThe Ryan Hartman Lead Generation & Tactics and Conversion videos are ACES! MonthlySeek ReferralsSeek TestimonialsReview Your Goals & Progress
Find an ‘Accountability Buddy or Buddies’ who you can check in with and will keep you honest
Set your WIG (Wildly Important Goal) / BHAG (Big, Hairy, Audacious Goal)
Set your REWARD for achieving your WIG / BHAG