Summary
This describes the key steps that a new Buyer Specialist will need to take when joining the team. These may also be documented in a Monday.com board.
Steps
Review Buyer Specialist Contract and sign after discussion with Nick
Review Splits Sheet and after discussion with Nick.
Get your headshot updated by our team videographer
Create your personal database. You can use this format if you like.
Apps and Tools (sign up and get familiar with)
LastPass - add to your Chrome Browser and start collecting work passwords
Google Suite
Gmail - log in to your @nickfundytus.ca account
Set up your email signature to coordinate with the team
Set up email forwarding from your previous account <external link>
YouTube - ask to be added as a contributor
Hangouts/Groups
Docs
Sheets
Meet
Calendar
Subscribe to team’s calendars and share yours
Set up recurring schedules
Wiki - Read the Onboarding section of our wiki for general training and understand those items as well as the Buyer Specialist-specific sections. Go ahead and browse the rest.
CRM - Follow Up Boss
Log in using your @nickfundytus.ca account
Download mobile app and sign in
Check that you have dialer set up and note the number
Set up your email signature and profile photo
Set up your smart lists
Check that you are set up with a Bombbomb integration for video emails.
Sign up for and complete Conversion University Course
Log in with your @nickfundytus.ca account
Download mobile app and sign in
Take a tour with our team to get familiar with boards
Add the address of your to-do board to your Gmail and mail on your phone
Complete the Monday.com onboarding board.
Suggested Reading. We have a copy of all of these in the office.
SOLD by David W Greene
Prospect by Brian Icenhower
The High Performing Real Estate Team by Brian Icenhower
Exactly What to Say for Real Estate Agents by Phil Jones, Chris Smith and Jimmy Mackin