Course curriculum

  • 1

    Welcome to Your KW Tech Training

    • Meet Your Team

    • Meet Your KW Tech

    • Are You Ready?
  • 2

    The Basics

    • Setting Up Your Command

    • Setting up your Marketing Profile

    • How To Set Up A DocuSign Account

    • Connecting Apps to Command

    • The Basics Homework
  • 3

    Your Database

    • The Basics Homework

    • Building Your Database

    • Manually Adding a Contact

    • Import Contacts w/a Spreadsheet

    • Command Contacts for Teams

    • Team Database

    • Organizing Your Database

    • Creating Smartviews

    • Customizing Columns

    • Database Homework
  • 4

    Your Online Presence

    • Database Homework

    • Building Your Website and Setting Up Your KW App

    • Get Started on Your Website

    • Copyright Laws

    • Share your branded KW App!

    • Website/App Homework
  • 5

    Setting and Tracking Your Goals

    • Website/App Homework

    • Goals

    • Set Your Goals

    • Goals Homework
  • 6

    Your Influence Strategy

    • Goals Homework

    • SmartPlans overview

    • Creating Your Own Smartplan

    • Adding Neighborhoods to Contacts

    • SmartPlans for Teams

    • Success with SmartPlans

    • SmartPlans Homework
  • 7

    Your Marketing Strategy

    • SmartPlans Homework

    • Creating Campaigns

    • How to Create a Facebook Ad

    • Make sure you are compliant

    • How to Create an Email Campaign

    • Creating Postcards

    • Creating Postcards Pt 2

    • Marketing Requirements

    • Campaigns for Teams

    • Success with Facebook Campaigns

    • Campaigns Homework
  • 8

    Your Listings & Buyers

    • Campaigns Homework

    • Coordinating Your Transactions

    • Creating an opportunity

    • Fill & Send DocuSign Documents

    • Adding Documents to Command

    • Moving Opportunities between Phases

    • Add PDFs to DocuSign for Signatures

    • Add Completed Docs to Command for Compliance

    • Team Opportunities

    • Opportunities Homework
  • 9

    Resources

    • Opportunities Homework

    • Congratulations!

    • More Command Tutorials
  • 10

    KW Command App

    • Introduction to the Command App

    • Managing & Completing tasks in the app

    • Accessing and Managing Contacts in the App

    • Messages and Other Notifications in the App

    • Managing Opportunities in the App
  • 11

    Doing More with Contacts

    • Command Training 2.0

    • Track Activities with Your Contacts

    • Why log activities?

    • How to Export Contacts & Leads

    • How to Export Mailing Labels

    • Remove Contacts from Your Database

    • Link Contacts Together
  • 12

    Opportunities 2.0

    • Don't Miss a Single Detail

    • Stages & Checklists

    • When Under Contract Transactions Fall Apart

    • Cleaning Up DocuSign Docs

    • Send Opportunity Updates

    • Client Updates Step By Step Guide

    • Lost or Archived Opportunities
  • 13

    Your Referral Network

    • Referral Trends

    • See It in Action

    • How to Send A Referall
  • 14

    Utilize Keller Mortgage & Keller Covered Insurance

    • Set Up Your Keller Mortgage Portal

    • Learn more about your Keller Mortgage Portal

    • Integrate Keller Covered with Command

    • Share Keller Covered with Clients
  • 15

    Expand Your Marketing

    • More With Designs!

    • Create A Design!

    • How to Share Your Personalized KW app

    • Create Saved Searches

    • The End????