Course curriculum

  • 1

    Module 1: Systems & Getting Started

    • Welcome to the Team!

    • Your Onboarding Document

    • Who's Who

    • Team Systems

    • Team Systems Video

    • Outlook

    • Outlook- Calendar Invite Assignment

    • Outlook Quiz

    • Looker (formerly GDS) Overview

    • Microsoft Teams

    • Microsoft Teams Training Exercise

    • Out of office (Do's and Dont's)

    • Tip - Auto Replies on Calls
  • 2

    Module 2: Infusionsoft (IFS)

    • IFS Dashboard

    • IFS - Contact Page

    • IFS Quick Search

    • IFS Opportunities Page

    • IFS Forms- Buyer Appt Set

    • IFS Forms- Buyer Top 5's & Strategy

    • IFS Sales Stages

    • IFS Sales Stages
  • 3

    Module 3 Buyer Consult - The KC Way

    • Buyer Consult Part 1 (Top 5s)

    • Buyer Consult Part 2 Buyer Guide

    • Buyer Consult Part 3 Disclosure and Paperwork

    • Buyer Consult Part 4 MLS Search

    • Zoom Buyer Consult
  • 4

    Module 4: KC Team Set Appointment Process

    • Confirming Team Set Appointments

    • Set to Met Process - Flow Chart

    • Set to Met - Flow Chart - Downloadable

    • Guidelines to Setting a Qualified Buyer Appt
  • 5

    Module 5: Met to Offer Accepted

    • KC Funnel Met to Sold

    • Fortune is in the Follow-Up - KC Proven Process for Successful Pipeline Follow Up

    • Fortune Is In the Follow-Up Quiz

    • Push Listings to Clients in MLS

    • Showing Agent Process

    • Showing Agent Process Quiz

    • How to Generate a KC Offer Using Click Contracts

    • Reviewing a Click Generated PA

    • AFTER an Accepted Offer - Sending an Executed PA to the VA Team
  • 6

    Module 6: Offer Accepted to Close

    • Accepted Offer- Next Steps- Looping in the VA's

    • Accepted Offer: Next Steps - IFS & Emails

    • Using Click for Inspection Amendment