Real Geeks
Onboarding Overview

Get your platform up and running with training available from day one. See what's in store after signing up with Real Geeks, check out our onboarding overview outlined below.*

 

Day 1-7

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

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.

Approval from your MLS board(s) is required to display MLS listing data on your website.

Instructions will be provided during your Kick-Off call.

Set up your website essentials in minutes by completing your easy-to-use Setup Wizard or have one of our recommended website design teams set up your website for you.

Once your essentials are set up, learn how to make changes by attending interactive training:

 

Customize the Look of Your Website
Create Content to Turn Visitors Into Leads
Day 7-14

Set up your CRM essentials in minutes by completing your easy-to-use Setup Wizard →

Once your CRM essentials are set up, add your contacts to your CRM →

After adding your contacts, learn how to leverage your CRM by attending interactive training:

 

Increase Contact Ratios with Speed to Lead Tips & Tools
Leverage Your CRM to Engage More Contacts

Complete your first major milestone by making your website available to the public with help from an onboarding advisor.

MLS approval is required to launch your website.
Day 14-30

Jumpstart website activity with a mass email inviting your contacts to use your new site. Then, set up property alerts for your contacts to keep them coming back.

Learn how by attending interactive training:

 

Engage Your Contacts with Mass Emails
Maximize Engagement with Property Alert Emails

Utilize social media to get more activity on your website and start generating new leads.

Learn how by attending interactive training:

 

Generate Referral Opportunities with Social Media
Start Creating Ads with Facebook

Nurture new and existing leads with ease by utilizing your automated communication tools.

Learn how by attending interactive training:

 

Nurture More Leads in Less Time with Workflows

 

 

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