Preboarding
Why are some of the items left for day-of onboarding even though they could be done beforehand?
Out of privacy. There is no two-week notice in this industry. Agents often do not quit their previous brokerage until moments before the onboarding. We want to ensure there is no buzz and chatter about the incoming agent before the agent can announce the move themselves.
Also, so emails are at the top of their inbox and easy to find (ZipForms, IABS, etc)
What is the new portal that we will use to manage the drip campaign?
Enboarder
How many business cards do agents receive as part of their onboarding package?
200
What is the Marketing Director’s name in DFW?
How do you spell her nickname?
Jennifer (Jenn) Olian.
Show me how to tag/assign another team member to a task in the tracker
Demonstration
Where can you find information on how to create a ZipForms account for an agent? (2 Places)
Practice: Add an account in ZipForms for Lauren Jenny in Fort Worth, then delete it.
Google Drive > Portals and Systems > ZipForms > Adding Agent to Compass ZipForms
Tracker > Day of Onboarding Tasks > Add ZipForms Account, Line 42
Where can you find instructions on how to register a team name with TREC?
Practice: Register Lauren Jenny Group with TREC
Tracker > Post-Onboarding Same Day Tasks > Register Team Name with TREC, Line 59
You forget our Moo log-in account information. Where can you locate it?
Tracker > Logins/Bookmark Tab > Line 11
You are having a forgetful day and cannot remember the names of all Marketing Advisors in Dallas.
What resource has this information? (2 Places)
Where on the tracker can you find that resource?
Google Drive > Misc Resources > Compass Dallas-Fort Worth Roster
Tracker > Logins/Bookmark tab > Compass Dallas-Fort Worth Roster
You are looking to add an agent's license number and title into the tracker. How do you locate it?
Demonstration through TREC
You are looking for some guidance as you are doing your first discovery call.
Where can you find a template? (2 Places) What are some of the most important pieces to highlight during your call?
Google Drive > Dallas Onboarding Materials > DFW Email Templates - Onboarding/Drip Campaign
Tracker > Pre-onboarding Tasks > Scheduling Discovery Call, Line 18
Day 14 of the drip campaign and you are reminded to reach out to an agent.
Where do you find a template to help guide you through your conversation with the agent? (2 Places)
Google Drive > Dallas Onboarding Materials > DFW Email Templates - Onboarding/Drip Campaign
Tracker > Drip Campaign > Day 14 > DFW Email Templates - Onboarding/Drip Campaign
Why does the DFW Agent Success Team have our own tracker of agent business cards in a google excel sheet?
Compass covers the expense of 200 business cards for agents. We use the sheet to track how many cards the agents have ordered. Once the agent hits 200, we then create a Moo account so that they can order additional cards at their own expense.
An agent asks you if she can use her cousin who is a professional photographer to take her lifestyle shoots.
Where on the tracker can you find this information?
What is the answer?
Why is that the answer?
Tracker > Marketing Quick Tips > DFW Approved Lifestyle Photographers
Answer is no. Agents can only use Compass approved lifestyle photographers because they have been debriefed on the Compass brand
An agent approaches you requesting information on the agent healthcare program. Where on the tracker can you find further information and resources to send to the agent?
Google Drive > Agent Benefits > Healthcare Program
An agent approaches you asking for a team page on compass.com.
(a) Where can you find the template of requested items that you will need from the agent in order to start creating their team page? (2 Places)
(b) What do you do with that information once the agents responds?
Google Drive > Agent Profile Editor > Team Pages
Tracker > Team Page, Line 55
How many touches are required in the drip campaign post-onboarding?
16
An agent claims she has used her initial 200 business cards and needs to order more.
What do you do first?
Then, where can you find a training guide on creating a Moo account for an agent?
Practice: Show me how to create a new user account for agentopsdallas@compass.com
First, double check our spreadsheet to ensure the agent did utilize all 200 Compass covered expensed cards.
Google Drive > Portals + Systems > Moo (Business Cards) > Inviting a User to Moo
An agent mentions she’s seen several Compass branded listing videos on social media and wants to create one for her upcoming listings.
Where on the tracker can you find this information?
Tracker > Marketing Quick Tips > Social Media Listing Videos - Texas.
Where on the tracker can you find the contact information for the memberships department in Arlington?
Tracker > Brokerage and Office Information > Line 6
An agent approaches you asking for a DocuSign account with her Compass email.
Where can you find the information to assist you? How does the agent get billed? (2 Places)
Practice: Add Lauren Jenny as an agent in DocuSign. Track it for billing as you would with an agent agent.
Google Drive > Portals + Systems > DocuSign > Adding Agent to Compass DocuSign
Tracker > Day of Onboarding Tasks > Adding Agent to DocuSign - Line 43
For everyone: Share a best practice on how to continue your relationship with an agent after day 90 once the drip campaign is completed.
Demonstration
An agent wants to use a template that is not currently in our Moo account. How do you proceed?
Email the Compass Account Manager.
Account rep name and email is located in two spots
Patricia (Patty) Ferrick // patricia.ferrick@moo.com
You were just assigned an incoming agent. What resource do you use to figure out which Marketing Advisor the new agent will be working with? Where do you find that resources?
Follow-Up Bonus
Tracker > Marketing Quick Tips > MA Assignments
Where on the tracker can you find the Compass Broker Name and License Number?
Tracker > Brokerage and Office Information > Line 11-12