Onboarding Meeting #1

1. The agent's RealScale Profile is complete, including headshot, email signature, mailing address, and annual production goal.
2. The agent has sent their website bio and headshot to design@bramres.com and they have added it to the website or are in the process of adding it. https://bramlettresidential.com/about-us
3. Confirm with rida@bramlettresidential.com that she has the agent's Zillow login info. Confirm that the agent has been added to our Zillow Team. (If there are technical problems with their Zillow account, we can make an exception and still hold the Onboarding Meeting #1 while Zillow sorts it out.)

1. Logged in as the agent, check their FUB Profile to make sure it's complete, including headshot, email signature, email is connected, and email is shared.
2. Discuss RealScale and review automation. Turn on review automation on their RealScale User Profile. ****need to add a quick video****
3. Enable gmail templates and add the "Review Response with Links" template - https://youtu.be/gxb1_gpfelw
4. Does the agent want to enable Priority Inbox? https://www.youtube.com/watch?v=5nt3gE9dGHQ If so, then go to Gmail Inbox Settings and add Priority Inbox with "Important and Unread" in the first spot, "Starred" in the second spot, and "Everything Else" in the 3rd spot (or empty then in the 4th spot.) https://www.screencast.com/t/3pnM3ih92c
5. We'll whitelist anything sent TO agents@bramres.com or FROM @bramletresidential.com -your@email.com -- https://youtu.be/p8d6JJG5VbM
6. Enable the Chrome Bookmark Bar and add our Company Guide, FUB, RealScale, Thnks, Your SOI Spreadsheet, Gmail, & Google Calendar ***Need a video***
7. Upload the custom MLS banner. This is what they look like https://www.screencast.com/t/bGygit9WL -- Go to https://bramlettresidential.com/company-guide/brand-identity/ to download the banner. Login to the MLS and go here https://matrix.abor.com/Matrix/MySettings/ManageMobileHeader.aspx then upload the image https://youtu.be/ZhJ9mT7faSA
8. iPhone user? We'll discuss this $8 app that syncs contacts. https://apps.apple.com/us/app/contacts-sync-pro/id686378579
9. Export your contacts from your personal @gmail account and import them into FUB. Also import these contacts into your @bramlett email contacts. https://youtu.be/GQy9CCxfd4s
10. Confirm that your mailtrack.io account is set up and that you have installed the app on your phone. We'll also confirm you've enabled "hot conversations." All of this is found here https://mailtrack.io/en/dashboard/settings
11. Do you plan to use our in-house Transaction Coordination? If so, you'll need to connect your email https://docs.google.com/document/d/e/2PACX-1vTqeZie0s9f90rW5L2Nit4U1y4jfd_VSTHmOlxUFS5PVDbTYjMzUwL1XssZh0KcO_cFuVfU5we7yHeu/pub?urp=gmail_link
12. We'll make sure that you're subscribed to our office calendar. https://calendar.google.com/calendar/u/0?cid=Y18yODlpcW9xc2ZvZWdwZTBpMGVyOG1xcnZxZ0Bncm91cC5jYWxlbmRhci5nb29nbGUuY29
13. Are you going to use our SOI Nurture Program? If so, you'll need to add your CC info to https://app.thnks.com/ and we'll send it to Austin Cakeballs.