Launch Pad 2021

XPRESSDOCS ACCESS

XpressDocs is your on-line resource for high quality full CabernetCorner.com > Marketing >
color postcards, brochures and flyers. Design marketing XpressDocs
pieces with single or multiple photos. You have three
ways to distribute: have them delivered to your office, SUPPORT
upload your own mailing list or purchase a mailing list
from XpressDocs and have them mailed for you. For assistance with XpressDocs contact
[email protected].

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PERSONAL BUSINESS PLAN SUPPORT

Business planning with your Managing Broker creates a For assistance with your Business Plan
roadmap for your success. Schedule regular coaching and consult your Managing Broker.
follow-up for optimal career results.
ACCESS
2020 BUSINESS PLAN ASSESS
Your Managing Broker will schedule
AGENT : WHERE ARE YOU? business planning and coaching
DATE: The first step in developing a road map to success is determining your starting point. Use this page to assess the sessions that suit your level of
areas you utilize effectively and those that need attention. experience. Every agent is required
to attend an annual business
EDUCATIONAL OPPORTUNITIES | Check the training events you have completed planning session each fall to prepare
for the following year.
Total Transactions ASP DOM Close Rate LIVE CLASSROOM SESSIONS WEBINARS OR VIDEO TUTORIALS
8WE: Lead Generation I MoxiWorks Engage CRM
YTD 8WE: Buyers MoxiWorks Present CMA
Closed 8WE: Sellers BHHS Marketing Resource Center
Transactions 8WE: Pricing Agent Websites
8WE: Lead Generation II Buyside
Marketing Prospects Actives Pending 8WE: Contracts Spacio
8WE: From A/I to Closing Day LeadTrax
Current Sales Flow 8WE: Rentals DocuAgent
Momentum: Grow Your Business Cybersecurity
Momentum: Understanding Agency InTouch
Momentum: Fair Housing Listing2Leasing
Momentum: Working with Buyers & Sellers Livechat
Momentum: A Closer Look at Transactions Real Satisfied
Momentum: Distressed Properties Seller Advantage

PRODUCTIVITY & LEAD GENERATION | Check the resources you use to work ON your business

Proudest YTD Accomplishment: KRG LaunchPad Open House LinkedIn
Biggest YTD Challenge: KRG eMail Floor Time Pinterest
2020 GCI Goal: MoxiWorks Engage CRM Just Listed/Sold Mailers Twitter
2020 Personal Goal: KRG InTouch Holiday Cards YouTube
Big-Picture Dream: Cabernet Corner Community Events Phone Calls
Training Video Library Client Appreciation Events Handwritten Notes
BHHS Learn Center FSBOs/Expireds Real Satisfied
Buyside Geographical Farming Microsoft Outlook
Spacio Monthly eNewsletter Microsoft Word
LeadTrax Relocation eProfile Form Microsoft Excel
LiveChat Facebook Microsoft Publisher

TRANSACTION SUPPORT | Check the resources you use to work IN your business

MoxiWorks Present CMA Complimentary Listing Brochures Seller Advantage
BHHS Marketing Resource Center Daily Hotsheets & Weekly OH Lists Videolicious
HomeSnap Mobile App Developments & New Homes Edge Report
Agent Website DocuAgent & eSign KoenigRubloff Report
KoenigRubloff Report Homeownership Services Remine
Seller Advantage Curbio ConnectMLS
Co-op Advertising Listing2Leasing
Buyer/Seller Presentations Luxury Collection

Sign: Date:
KRG 2020 Personal Business Plan
KRG 2020 Personal Business Plan

NOTES

BUSINESS DEVELOPMENT

Business Development Department provides sale and rental opportunities to sales associates. To be eligible for
company-generated business opportunities, agents must meet minimum participation requirements; provide
an overview of experience and markets served; agree to Business Development policies and procedures; and
receive Branch Manager approval. The grid below provides an overview of participation requirements. Consult
your Managing Broker for more information and to discuss your eligibility options.

LIVE CHAT E-LEADS BROKER-TO THIRD-PARTY THIRD-PARTY
BROKER RELO BUYERS RELO SELLERS

Minimum Years None None 2 3* 3*
of Experience

Minimum Close None None $3M + 10 units $3M + 10 units* $3M + 10 units*
Production
Levels

8 Weeks to Completion Completion Completion Prior completion Prior completion
Excellence required if required if required if per 2-yr rule per 2-yr rule
licensed for < 2yrs licensed for < 2yrs licensed for < 2yrs (see left) (see left)

Momentum Enrolled or Enrolled or Completion Prior completion Prior completion
completed if completed if required if per 2-yr rule per 2-yr rule
licensed for < 2yrs licensed for < 2yrs licensed for < 2yrs (see left) (see left)

Additional Training video & Training video Annual relocation Annual relocation Annual relocation
Training practice chat class class class & ERC form

class

Personalized Required Required Required Required Required
Agent Website

Profile &
Updated Photo

Technology High level High level Medium level Medium level Medium level
Skills required required required required required

Branch Manager Required Required Required Required Required
Approval

LIVECHAT ACCESS

LiveChat is a powerful lead-generation tool that Participants must meet eligibility and
connects BHHSChicago website visitors with agents in training requirements. Consult the
real time. By sitting virtual floor, you’ll have an opportunity LaunchPad Business Development
to chat with consumers on our company site and convert page and your Branch Manager for
them into clients. more information.
Agents interested in participating in the LiveChat program
must receive Branch Manager approval and meet minimum SUPPORT
experience, production and education requirements.
Consult the LaunchPad Business Development page and Contact BusinessDevelopment@
your Branch Manager for more information. BHHSChicago.com for LiveChat
assistance.

NOTES

LEADTRAX ACCESS

Our advanced LeadTrax program instantly connects LeadTrax will be available in late 2016.
online customers with available agents. It’s great customer Participants must meet eligibility and
service, and a wonderful complement to your lead training requirements. Consult the
generation efforts. LaunchPad Business Development
Agents interested in participating in the LeadTrax program page and your Branch Manager for
must receive Branch Manager approval and meet minimum more information.
experience, production and education requirements.
Consult the LaunchPad Business Development page and SUPPORT
your Branch Manager for more information.
Contact BusinessDevelopment@
BHHSChicago.com for LeadTrax
assistance.

NOTES