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Nick Fundytus Realtor Wiki
  1. Overview
    1. Positions
      1. Marketing Administrator
      2. Buyer Specialist
      3. Content Creator
    2. CEO Tasks
    3. COO Tasks
    4. CFO Tasks
  2. My Brand
  3. Common Tasks and How-To's
    1. Buyer Specialist - People - Getting Into a Routine
    2. Buyer Specialist - Clients - Showings - Booking Showings
    3. Buyer Specialist - Clients - Showings - Communicating Showings With Clients
    4. Buyer Specialist - Leads - Systemic Follow-Up
    5. Buyer Specialist - People - How to Organize People to Reach Them
    6. Buyer Specialist - People - How to Lead Generate
    7. Calls - Reasons to Call Someone
    8. Client Service - How to do a weekly update.
    9. Closing - What Forms Are Sent Where
    10. Contests - How to Export from KingSumo to Bombbomb
    11. Courier - How to Courier an Item or Document
    12. COVID-19 - Special Procedures
    13. Drive - How to Organize Google Drive
    14. Final Walkthrough - How to Schedule a Final Walkthrough with a Client
    15. Firm Sale - Sales Assistant Invoice
    16. Forms - Sales Assistant (SA) Invoice (2021) Procedure
    17. Generating Referrals
    18. Leads - How to write a calendar invitation to a lead
    19. Leads - How to write a postcard to a new lead.
    20. Leads - How to Introduce Yourself to a New Lead
    21. Meetings - Daily Check-ins
    22. Meetings - How to Run a "Same Page" Meeting
    23. Meetings - Weekly "Level 10" Meeting
    24. People - Accounting and Bookkeeping
    25. Showing Time - How to Set Up
    26. Organization - Marketing Administrator Calendar Reoccurring Items
      1. Communication Channels Check Communication Channels Check + Last Minute Tasks
      2. 9 am Check-In
      3. 3pm Check-In
      4. Filling Out The Scorecard
      5. Social Media Statistics
      6. Ongoing Client Weekly Market Reports
  4. Marketing Plan
    1. Ads
    2. Client Events
      1. Old Procedures for Reference
      2. Holiday Kick Off Party
      3. Bonspiel for Shelter
      4. Tire Change Day
    3. Blog
    4. Content Marketing Hub and Spoke
    5. Giveaway Contests (Social)
    6. iXact eNewsletter
      1. iXact Monthly Email Newsletter Video Embed Workaround
    7. Bombbomb E-Blast
    8. Market in a Minute
    9. Our Website - nickfundytus.ca
    10. Monthly Market Summaries
    11. Open Houses
  5. Listing a Property for Sale
    1. Winning the Listing
    2. Pre-Listing Phase
      1. How to Create an Exclusive Feature Sheet on Beacon.by
      2. How to Create a Feature Sheet in Beacon.by
      3. Inputting Information for a New Listing in to Matrix
      4. Adding Pictures to a Matrix Listing
      5. Setting Up ShowingTime For a New Listing
      6. Putting a New Listing on The Website
      7. Preparing Documents for Electronic Signing
    3. Exclusive Listing Phase
    4. Listing Procedures (Old Procedures for Reference)
    5. Listing Paid Marketing
    6. Forms You Will Need - Listing
  6. Working with a Buyer
    1. Buyer Leads
    2. How to Book a Showing
    3. Buyer Procedures (Old Procedures for Reference)
    4. Depositing a Cheque with Another Brokerage
    5. Completing a "Receipt of Funds"
    6. Forms You Will Need - Buyer
    7. Buyer Presentation
    8. Sending Documents to the Lawyer & Mortgage Broker
  7. Standard Forms
    1. Filling Out Forms
    2. Agreement of Purchase of Sale (Course with Kerri McGee)
  8. Tools and Apps
    1. Agent Resources
    2. Beacon.by
    3. Bombbomb
      1. Bombbomb and Youtube: Transfer Videos
      2. Bombbomb E-Blast
    4. Canva
    5. Fiverr
    6. Followup Boss (CRM)
      1. Follow-up Boss Sources, Stages and Tags
    7. Google Tag Manager
    8. iXact Contact (CRM)
    9. Matrix
      1. How to Book a Single Showing
    10. Nexone (Faltour)
      1. How to Mark Up a Counter-Offer for E-Signatures
      2. How to Create and Upload FINTRAC Individual Identification Records
      3. Finalizing in Nexone
      4. Nexone - How to Check Through Listings and Transactions
    11. Nickfundytus.ca
    12. Prezi
    13. RLP Smart Studio
    14. Showing Time
    15. Trello
    16. Webforms
    17. Kashoo
    18. Misc. Websites and their uses
    19. Instagram
    20. Slack
    21. Twitter
    22. Shorby
  9. Glossary - Definitions and Terms
  10. Contacts and Professional Referrals
  11. Ottawa Neighborhoods - Districts
  12. Team Forms
  13. Veem
  14. Buyer Agent Systems
    1. Sales Assistant Invoice
    2. The Sales Funnel
    3. Karim's Social Media Profile
  15. Buyer Specialist - What Do I Do Every Day?
  16. Paid Promotions Guidelines
  17. YouTube Best Practices
  18. How to Record and Publish a Client How-To
  19. Further Learning
    1. Fundamentals of Digital Marketing
    2. Getting a business online
  20. What does an ISA do?
  21. Training for New Team Members
    1. Training: Editing Our Wiki
    2. Training: Goal Setting
    3. Training: Three-Legged Stool Model
    4. Training: Organizational Chart
    5. Training: Daily Check ins and Level 10 Meetings
    6. Training: Periodic Review
  22. Lead Magnets - How To Create a Lead Magnet
Trello {{ currentPage ? currentPage.title : "" }}

FOR A VIDEO WALK-THROUGH, CLICK HERE

Summary

  • Trello is a web-based list-making application. We use it for lists and processes.

  • we use this in conjunction with Slack to organize tasks and clients

Description

  • think of Trello as multiple pin boards that you can organize items on

these are "boards"

  • these are some of our boards

  • they are located in the upper left corner of the page

this is "Nick's To Do" board as an example

  • above is Nick’s To Do board

  • each board has “columns” and “cards”

  • you can create as many channels and cards as you like and move card from column to column as you work though something

  • this board has everything we are working on that is not related directly to any specific client

Buyer Pipeline Board on Trello

  • To create a card, simply select the “+Add another card” at the end of

  • add a title to the card

  • you can load almost anything to a Trello card including:

    • PDF

    • JPG

    • PNG

    • MP4

    • screenshots

    • files

    • documents

  • you can also:

    • add members to assign

    • a description

    • checklists

      • you can also create template checklists to add to cards easily

      • there are pre-made checklists for buyers and listings

    • due dates

    • link google drive

    • assign an image as a cover image (make it a pic of the clients so that you know who is who)

Slack Integration

  • Slack and Trello talk to each other!

  • you can send a card to a Slack channel

  • there are further integrations, but we do not use them as of now

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