Finding Your Welcome Email

(BE SURE TO CHECK ADDITIONAL EMAIL ACCOUNTS IF YOU ARE UNABLE TO FIND IT.)

1. Inbox Search: Navigate to your email inbox.

2. Search Bar: Utilize the search bar and enter keywords like "welcome" or your name combined with "welcome."

3. Important Note: The welcome letter might be located under your name or simply under "welcome."

4. Save for Reference: It is crucial to save this email as it contains vital links and information.

   (BE SURE TO CHECK ADDITIONAL EMAIL ACCOUNTS IF YOU ARE UNABLE TO FIND IT.)

Understanding Your Welcome Letter

1. All About You: The first link within the welcome letter directs you to a form where you can provide personal details, such as your birthday and command login. Sharing this information allows us to offer tailored support and streamline processes.

2. Google Folder Link: The second link leads to your designated Google folder.

3. Star and Bookmark: Ensure to star and bookmark this folder for easy access.

4. Document Storage: This folder will house crucial documents, including your contract, working profile, and prospecting tracker.

It can always be found in your Welcome Email.

(See the question “What is the Welcome Email and how do I find it?” for instructions. BE SURE TO CHECK ADDITIONAL EMAIL ACCOUNTS IF YOU ARE UNABLE TO FIND IT.)

A: Your pipeline tool is found in your Google Sheet located inside your Google Drive Folder. (See the “Q: How do I find my Google Folder/Google Sheet housing my 4-1-1, Pipeline, Goal Setting tool ETC?” question above for more details on where to locate your pipeline tool.)

Our pipeline tool is like a crystal ball for real estate—it helps us predict who is likely to buy or sell in the next 3, 6, 12 months, or beyond. Imagine if you had a crystal ball that allowed you to know who would be making a move in your area in the next 12 months and beyond. That’s what a well-managed pipeline does.

By consistently adding and nurturing leads, we’re essentially forecasting future business. If we know that 10 people have expressed interest in buying within the next year, we can proactively stay in touch, provide value, and be there when they’re ready to move forward.

For example:

• If someone mentions they’re waiting for their lease to end in six months, we add them to the pipeline and check in at key moments so we’re top of mind when the time comes.

• A homeowner considering a sale next spring due to job relocation is in our pipeline, allowing us to prepare them with market insights and strategic planning well in advance.

The key is consistently filling the pipeline so that future closings are always in motion. The more we work on it today, the more predictable and steady our success will be in the months ahead.

Pipeline Tool

1. Referral Management: The pipeline tool is where you input and manage your referrals.

2. Categorization: Leads are categorized based on their temperature: cold, cool, warm, and hot.

3. Contract and Closing Stages: The pipeline guides you through the process from signed contracts to closed deals.

4. Proactive Support: By having insight into your pipeline, we can offer timely guidance and support to help you move deals forward.

   Pipeline as Crystal Ball: Your pipeline is your key to anticipating and meeting client needs.

Becoming the Market Expert:

Think about top-producing agents or even those on real estate reality shows—what sets them apart? They don’t just focus on their own pipeline of buyers and sellers. They make it a priority to stay in relationship with other agents and stay informed about other agents’ buyers looking for homes and upcoming listings for the next 12 months and beyond.

A: The Co-Op Sneak Peeks is a powerful tool that allows agents to track both active buyers from other agents and upcoming listings before they hit the market. By utilizing this system, you can stay ahead of market trends, position yourself as an expert in your area, and provide unmatched value to your clients.

How It Works:

• If an agent recently sold a property, you can reach out and ask if they had additional buyers interested in that area. If they do, you log those buyers wants in the Co-Op Sneak Peek sheet. (You don’t have to know the clients name or contact info- just the details of what they are looking to buy or the properties they will be selling.”

• If an agent has an upcoming listing, you can also add it to the sheet so you are aware before it officially hits the market giving added value to your buyer clients.

• When you secure a new listing, you can cross-reference the sheet to see if any recorded buyers match the property, allowing you to connect with agents who already have interested clients for when your listing goes live- adding value to your seller clients.

Why It’s Important:

• Stay Informed: Knowing who is looking to buy and what listings are coming soon makes you the go-to resource in your market.

• Expand Your Network: This tool isn’t limited to just your brokerage—you can collaborate with agents from any company to increase opportunities.

• Create More Deals: By proactively matching buyers with upcoming listings, you can facilitate more deals quickly and provide more opportunities for your clients.

For a script, check out the "List of Other Agents' Buyers" tab in the Dialogue and Scripts section, where you'll find proven scripts to help you gather this information effectively.

Mac Users

First-Time Setup (Grant Permissions)

1. Click the Apple menu (top-left corner) and select System Settings (or System Preferences on older macOS versions).

2. Navigate to Privacy & Security > Screen Recording.

3. Locate Zoom in the list and ensure it's checked. If it's not checked, click the lock icon (bottom-left), enter your password, and check Zoom.

4. Restart Zoom if prompted.

Sharing Your Screen

1. Join the Zoom meeting.

2. Click the Share Screen button at the bottom.

3. Select the window or entire screen you want to share.

4. Click Share.

5. To stop sharing, click Stop Share at the top.

For a detailed walkthrough, refer to Zoom's official guide: Sharing your screen or desktop on Zoom

Windows PC Users

First-Time Setup (If Screen Sharing Isn’t Working)

1. Ensure Zoom is installed and up to date.

2. If screen sharing isn’t working, run Zoom as an administrator:

   • Close Zoom completely.

   • Right-click the Zoom icon and select Run as administrator.

3. If using dual monitors, ensure the correct screen is selected when sharing.

Sharing Your Screen

1. Join the Zoom meeting.

2. Click the Share Screen button at the bottom.

3. Choose the window or entire screen you want to share.

4. Click Share.

5. To stop sharing, click Stop Share at the top.

Detailed instructions can be found here: Sharing your screen or desktop on Zoom

iPad Users

First-Time Setup (Enable Screen Recording for Zoom)

1. Open Settings.

2. Go to Control Center and add Screen Recording.

3. Navigate to Settings > Privacy & Security > Screen Recording and allow Zoom access.

Sharing Your Screen

1. Join the Zoom meeting.

2. Tap Share Content > Screen.

3. A pop-up will appear. Tap Start Broadcast.

4. Switch to the app you want to share.

5. To stop sharing, tap the red recording indicator and select Stop Broadcast.

For a step-by-step guide, refer to: Sharing your iOS screen from the Zoom desktop client

Troubleshooting Tips

• Ensure Zoom is updated to the latest version.

• Restart your device if permissions aren’t updating.

• Ensure the correct screen or window is selected when sharing.

Need More Help?

For more detailed information, visit Zoom’s official support page: Zoom Support

I hope these resources assist you in successfully setting up and using Zoom's screen-sharing feature.

Sources

How to Bookmark Your Google Drive Folder and FAQ Page for Quick Access

Google Chrome

Saving the Bookmark

1. Open the Google Drive Folder or FAQ page: https://www.agentgrowthpartner.com/faq.

2. Click the star icon in the address bar.

3. A popup will appear:

   • Name it: "Level Up Resources" for the Google Drive Folder and "Level Up FAQ" for the FAQ page.

   • Select a folder: Choose Bookmarks Bar for easy access or create a new folder called Level Up.

4. Click Done to save.

Finding It Again

• If saved in the Bookmarks Bar, it will appear under the address bar.

• If saved in a folder, click the three-dot menu (top right) > Bookmarks > Bookmark Manager to locate it.

• You can also start typing "Level Up Resources" or "Level Up FAQ" in the address bar, and the bookmark will appear.

Safari (Mac & iPhone/iPad)

Saving the Bookmark on Mac

1. Open the Google Drive Folder or FAQ page.

2. Click the Share icon (box with an upward arrow).

3. Select "Add Bookmark" or "Add to Favorites" for easier access.

4. Name it "Level Up Resources" for the folder and "Level Up FAQ" for the FAQ page.

5. Click Add.

Finding It Again on Mac

• If saved to Favorites, open a new tab, and it will appear below the address bar.

• If saved as a Bookmark, click the Sidebar icon (📑) > Bookmarks and find the saved links.

Saving the Bookmark on iPhone/iPad

1. Open the Google Drive Folder or FAQ page in Safari.

2. Tap the Share button (square with an arrow).

3. Choose "Add to Favorites" for quickest access, or "Add Bookmark" if preferred.

4. Name it "Level Up Resources" and "Level Up FAQ."

5. Tap Save.

Finding It Again on iPhone/iPad

• If saved in Favorites, open a new tab, and it will appear.

• If saved as a Bookmark, tap the Bookmarks icon (📖) and select it from the list.

Microsoft Edge

Saving the Bookmark

1. Open the Google Drive Folder or FAQ page.

2. Click the star icon in the address bar.

3. A popup will appear:

   • Name it: "Level Up Resources" and "Level Up FAQ."

   • Select a folder: Choose Favorites Bar for easy access.

4. Click Done.

Finding It Again

• Click the Star icon (Favorites) in Edge to view saved bookmarks.

• If saved in the Favorites Bar, it will appear directly below the address bar.

Mozilla Firefox

Saving the Bookmark

1. Open the Google Drive Folder or FAQ page.

2. Click the star icon in the address bar.

3. A popup will appear:

   • Name it: "Level Up Resources" and "Level Up FAQ."

   • Choose a folder: Select Bookmarks Toolbar for easy access.

4. Click Done.

Finding It Again

• If saved in the Bookmarks Toolbar, it will be visible below the address bar.

• If saved in a different folder, open the Bookmarks menu to locate it.

• You can also start typing "Level Up Resources" or "Level Up FAQ" in the address bar to find it.

Best Practices for Easy Access

• Use the Bookmarks Bar/Favorites Bar: Keeping bookmarks visible under the address bar makes them easier to find.

• Create a "Level Up" Folder: If bookmarking multiple resources, organizing them under one folder streamlines access.

• Search Bookmarks: In any browser, typing "Level Up Resources" or "Level Up FAQ" in the address bar will quickly bring up the saved link.

This ensures agents can quickly find their Google Drive Folder and the FAQ page without searching for links repeatedly. Let me know if you'd like any modifications or additional clarity.

How do I access the Agent Production and Trends Report in KW?

To view an agent’s production and trends in Keller Williams, follow these steps:

1. Log in to mykw.kw.com.

2. In the top left corner, next to your profile picture, click “Reports.”

3. From the Reports screen, at the top, select:
   Reports → Associate → Multi-Year Trends.