Real Geeks
Setup & Training Plan

General guide to quickly set up your platform and start making the most of Real Geeks. View the details of each step below to learn more. Questions? Email us at onboarding@realgeeks.com

Step 1: Kick-Off Call
Typical time to complete: 30 mins*

Connect with an onboarding advisor to discuss your MLS approval instructions, training opportunities, and schedule your website launch.

Your onboarding advisor can answer any questions you have to help get you up and running as soon as possible.

Your Kick-Off call is typically scheduled during your sign-up process. Please contact us if you are unsure of your Kick-Off call date.

 

 

Step 2: MLS Approval
Typical time to complete: 1-14 days*

MLS Approval is required to display listings on your website. Follow the instructions provided during your Kick-Off call to obtain approval with your MLS board(s).

To get up and running as soon as possible - complete steps 3 & 4 while waiting for approval.

 

 

Step 3: Website Setup
Complete while waiting for MLS approval
Typical time to complete: 15 mins*

Set up website: From home.realgeeks.com click "Start Now" → Complete Setup Wizard

View website: From home.realgeeks.com click "View Website"

 

I need help with the Setup Wizard

 

Once your website essentials are set up, learn how to make changes by attending the suggested interactive training outlined in your personalized onboarding plan.

 

 

 

Step 4: CRM Setup
Complete while waiting for MLS approval
Typical time to complete: 30 mins*

Set up CRM: From leads.realgeeks.com complete Setup Wizard and Customization Checklist

Download CRM App:   App Store |   Google Play

 

I need help setting up my CRM

 

Once your CRM is set up, upload and organize your contacts by attending the suggested interactive training outlined in your personalized onboarding plan.

 

 

 

Step 5: Website Launch
Typical time to complete: 15 mins*

Make your website available to the public with assistance from a member of our team during your Go Live call.

You MUST have MLS approval before going live. Once you have been approved, if you would like to launch your website on your own, contact us for instructions.

Your Go Live call is typically scheduled during your Kick-Off call. Please contact us if you are unsure of your Go Live call date.

 

 

Step 6: Invite & Generate Leads
Typical time to initiate: 30 mins*

Drive traffic using existing contacts: From leads.realgeeks.com click "Leads List" → eBlast database using "Your Home Search Just Got Easier" template

Drive traffic using social media: Post your website, listings, and searches on Facebook to engage "untapped" database

What does it mean to drive traffic?

 

Learn how by attending the suggested interactive training outlined in your personalized onboarding plan.

 

 

Step 7: Turn Contacts into Leads
Typical time to initiate: 1 hour*

Keep contacts active on your website: From leads.realgeeks.com click "Leads List" → Save searches for contacts with an email address to start sending automatic property/market updates

Keep contacts engaged with you: From drip.realgeeks.com click "Library" → use Workflow templates to automate email, SMS, and video message communications

 

 

Learn how by attending the suggested interactive training outlined in your personalized onboarding plan.

 

 

This is a generalized plan based on steps typically completed during the onboarding process. Personalize your onboarding plan.

 

*Timeframe to complete onboarding steps varies per client depending on individual MLS requirements as well as attendance/participation in scheduled advising and training sessions.