• Agent Info: CRM Integration+

  • Please answer these questions to get your CRM integration completed. I look forward to getting you organized and your systems efficiently working for you!

  • Format: (000) 000-0000.
  • Does your state mandate that your Agent ID number is included in your designs. Select all that apply for your state
  • Via your LastPass password manager, please provide the following login credentials for the platforms you are using for your business. I will ensure these are all updated with your most current designs, photos, biography etc. If you have purchased the ESSENTIALS PACKAGE, only your kvCORE & Linktree password is required.*
  • Do you have a purchased BoldTrail SMART or paid Personal Lofty number?*
  • Do you have any testimonials on any of your online accounts that I can add to your website?*
  • Which social media links would you like featured on your website?*

  • Please copy and paste the exact social media links that you wish to include in the list above.

  • Do you want me to connect your Facebook business page to your Instagram business page for cross posting purposes and content scheduling?*
  • I will add new buyer and new seller smart campaigns to your CRM. Are you happy for me to activate these right away so new leads are being contacted?*
  • I will add my custom Holiday Smart Campaign to your CRM with your selections. Are you happy for me to turn on this campaign for everyone in your CRM and activate this immediately?*
  • Do you wish to add Facebook chat to your kvCORE website? Not recommended if you do not check Facebook messenger regularly.*
  • Select up to 5 functions you would like on your website homepage that your leads/website visitors can navigate to. If you have a custom link, please write it in the 'Other' field*
  • What types of listings do you NOT WANT featured on your website?*
  • Do you have resources or tools you'd like to add to your website?*

  • The follwing mentioned training is 90 minutes total of kvCORE training time. Each topic generally will take 30 mins to cover and you will have links ready to use by the end of the session.

    To schedule your training time, I will send a link to you for booking nearing the completion of your package.

    Please let me know if you have specific areas of interest for training, and I will prepare our sessions accordingly.

     

  • 30 mins of your training time can be spent on building LANDING PAGES. You will have links to use at the end of our session.*
  • I will create up to 4 squeeze pages for you, OR you can attend training to learn how. Do you want to attend squeeze page training?*
  • What areas would you be interested in getting training for in your 60 mins of training time?
  • I will create up to 2 Craigslist or Facebook posts for you, or you can attend training to learn how. Do you want to attend Craigslist and Facebook Post training?*
  • Do you have a slogan or tagline?*
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  • Do you have a written biography?*
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  • If you do not have a biography, would you like me to send you a survey so I can create one for you?
  • Do you want me to upload your biography to Realtor.com and kvCORE?
  • Horacio Ochoa (www.horacioochoa.com) offers a strategy call for all of my clients. Are you interested in booking in a call with him?*
  • Which services are you interested in, moving forward?
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