Real Geeks Onboarding
Internal Resources

A page for the onboarding crusaders. Essentially a breakdown of different "next steps" pages throughout the portal, which can be shared via direct links to clients in follow-up emails unless otherwise noted.

Once a client has completed the steps outlined below, and/or you believe they are ready to start maximizing their return with RG feel free to share the ROI Next Steps: ROI with Real Geeks

Other links to share: CRM Resources | Website Resources | RG 101 

 

 

Getting Started

Ground 0 - Client still has everything to do

Approved

Client has MLS approval

Website is Live

Client is approved + site launched

External Pages (clients can access while interacting with portal)

General Next Steps
DO NOT share direct link with clients
"Real Geeks Setup & Training Plan"

 

  • Accessible from "view general onboarding steps" option shown after clicking "need help" at any point during "What are my next steps" flow
  • Training NOT accessible
  • Includes ALL "getting started" + "live" steps
  • "Personalized Plan" links redirect to "What are my next steps" flow

Wizard Approved Next Steps
"Your Real Geeks Website Launch Plan"

 

  1. Kick-Off Call
  2. MLS Approval (marked complete)
  3. Site Setup + Customization (Customization + Pages Training)
  4. CRM Setup + Contact Import (Import + Lead Organization Training)
  5. Website Launch

Site is Live Next Steps
"Drive Traffic & Generate Leads with Real Geeks"

 

  1. CRM Setup
  2. Contact Import (Import + Organization Training)
  3. Invite + Generate Leads (eBlast + FB Training)
  4. Turn Contacts into Leads (Saved Search + Workflow Training)
  5. Monitor CRM

Wizard Next Steps
"Your Real Geeks Setup & Training Plan"

 

  1. Kick-Off Call
  2. MLS Approval
  3. Site Setup + Customization (Customization + Pages Training)
  4. CRM Setup + Contact Import (Import + Organization Training)
  5. Website Launch

General Third-Party Approved Next Steps
"Real Geeks Setup & Training Plan"

 

  1. Kick-Off Call
  2. MLS Approval (marked complete)
  3. Site Setup (general info)
  4. CRM Setup + Contact Import (Import + Organization Training)
  5. Website Launch

General Third-Party Next Steps
"Real Geeks Setup & Training Plan"

 

  1. Kick-Off Call
  2. MLS Approval
  3. Site Setup (general info)
  4. CRM Setup + Contact Import (Import + Organization Training)
  5. Website Launch
Internal Pages (must be sent via direct link)

Premium Website Setup Next Steps
"Your Real Geeks Setup & Training Plan"
Premium Website Setup Info

 

  1. Kick-Off Call
  2. MLS Approval
  3. Site Setup (build specific info)
  4. CRM Setup + Contact Import (Import + Organization Training)
  5. Website Launch

Premium Website Setup Approved Next Steps
"Your Real Geeks Setup & Training Plan"
Premium Website Setup Info

 

  1. Kick-Off Call
  2. MLS Approval (marked complete)
  3. Site Setup (build specific info)
  4. CRM Setup + Contact Import (Import + Organization Training)
  5. Website Launch

RG Site Builder Next Steps
"Your Real Geeks Setup & Training Plan"

 

  1. Kick-Off Call
  2. MLS Approval
  3. Site Setup (build specific info)
  4. CRM Setup + Contact Import (Import + Organization Training)
  5. Website Launch

RG Site Builder Approved Next Steps
"Your Real Geeks Setup & Training Plan"

 

  1. Kick-Off Call
  2. MLS Approval (marked complete)
  3. Site Setup (build specific info)
  4. CRM Setup + Contact Import (Import + Organization Training)
  5. Website Launch