Agent Info: CRM Integration+

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!
Name*

First NameLast Name
Phone Number
Please enter a valid phone number.
Email*
example@example.com
What brokerage are you with?*
Public facing Agent ID number*
Does your state mandate that your Agent ID number is included in your designs. Select all that apply for your state

Needed on all items and platforms: social account bios or page names, business cards, signage, email signature, EVERYTHINGJust print materials: signage, business cards, letterheadNot neededI'm not sure, I will find out and let you know
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.*

kvCORELinktr.eeFacebookLinkedInInstagramGoogle My BusinessGmailRealtor.comCalendlyGodaddy/Hostinger (your domain provider)Other
Do you have a vanity domain you wish to connect to your website?*
Do you have a purchased BoldTrail SMART or paid Personal Lofty number?*

YesNoNo, but I would like to learn more
Do you have any testimonials on any of your online accounts that I can add to your website?*

YesNo
If you have testimonials, please provide your Google/Zillow etc URL/s so I can find and add them (wherever they are located)
Please provide the URL/s for
Which social media links would you like featured on your website?*

FacebookInstagramLinkedInYouTubeTwitterPintrestOther
Please copy and paste your exact social media links that you wish to include in the list above here*
Please copy and paste the exact social media links that you wish to include in the list above.
Facebook URL: eg: www.facebook.com/christy.businessdevelopment
IT SHOULD NOT BE: facebook.com/feed
Linkedin URL
Instagram URL
YouTube URL
Twitter URL
Pintrest URL
What is your Calendly link if you have one (or enter any other scheduling link you may be using)
Do you want me to connect your Facebook business page to your Instagram business page for cross posting purposes and content scheduling?*

YesNoI will do this myself
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?*

YesNoI do not want/need these added
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?*

YesNoOther
Do you wish to add Facebook chat to your kvCORE website? Not recommended if you do not check Facebook messenger regularly.*

YesNo
Please list up to 8 top areas you service by LOCATION & ZIP CODE. Please include both location name and zip/s. e.g. Pasedena: 91101, 91103. Arcadia: 91105, 91016. Montebello: 90602.*
These will be added to a Top Areas drop down box on your website
Please enter 10 areas you serve - this is for SEO purposes, can be duplicates of the above areas + 2 more.*
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*

Home searchHome valuationInstant Listing AlertsLearn About [Your Brokerage]Get Pre-Approved (only if you have lenders you're working with)Contact MeLink to external website (please enter the link into the 'Other' field below)Other - please add this info to the next question
If you have selected to have the Get Pre-Approved option, please provide your lenders information - Name, phone, email, website, and licence number/NMLS, social media links etc. *
Write N/A if not needed
What types of listings do you NOT WANT featured on your website?*

Single familyCommercialBusiness OpCommercial LeaseTownhouseCondosLandFarmPendingMulti-familyRentalsContingentIncomeBoat SlipManufacturedMobile HomeComing soon
Please provide me with any additional links you would like to include on your website
We can address this at a later date if you do not have one yet
Do you have resources or tools you'd like to add to your website?*

Yes - I will add the links in the next questionYes - I need to send them via email to youNo
Enter the link to your resources/tools if you answered yes above, and anything else you'd like to add
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.*

Yes, I want to book landing page trainingNo, I prefer if you create then for me and deduct 30min training time
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?*

Yes, I want to book trainingNo, I prefer if you create then for me and deduct 30min training time
What areas would you be interested in getting training for in your 60 mins of training time?

CMA toolCanvaCreating and posting lead gen tools to social media and Google (landing pages, squeeze pages)Creating custom campaigns
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?*

Yes, I want to book trainingNo, I prefer if you create them for me
Do you have a slogan or tagline?*

YesNo
What is your slogan/tagline, if you have one.
What area do you serve that you wish to see written on your home page. E.g. 'Find your dream home in Orange County, California'
Austin, Texas | Riverside, California.... etc
Please upload your professional head shot - ensure it is the original photo from your photographer to ensure highest quality

Cancelof
Do you have a written biography?*

Yes, I will attach it in the next sectionNo, I will complete the biography questionnaire you sent in my onboarding email
Please upload your written biography if you have one

Cancelof
If you do not have a biography, would you like me to send you a survey so I can create one for you?

YesNo
Do you want me to upload your biography to Realtor.com and kvCORE?

YesNoOther
Horacio Ochoa (www.horacioochoa.com) offers a strategy call for all of my clients. Are you interested in booking in a call with him?*

Yes, please - send me the booking linkNo, thank you
Which services are you interested in, moving forward?

Business Planning ConsultationsWeekly or monthly calls to ensure you're on track with your strategy and use of your systemsStrategy planning (social media, newsletter, networking, community involvement, events etc)Social media strategy and executionDesign services to provide content for your ongoing social media strategyLocal Service ads set up with GoogleFurther 1:1 kvCORE trainingOther
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