Real Geeks Onboarding

Get your platform up and running with advising every step of the way, and training available from day one. See what's in store after signing up with Real Geeks, check out our onboarding timeline outlined below.*

 

Day 1-7

Connect 1:1 with an Onboarding Advisor to discuss your MLS approval, training opportunities, and schedule your website launch.

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 →

Once your essentials are set up, customize the site with finishing touches. Learn how - attend training outlined in your personalized onboarding plan.

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, get your existing contacts uploaded to the CRM.

Learn how - attend training outlined in your personalized onboarding plan.

Complete your first major milestone by making your website available to the public with help from an Onboarding Advisor.*

*MLS approval required.

Day 14-30

Jumpstart website activity by inviting your contacts to use your new site. Then, set up Saved Searches for your contacts to keep them coming back.

Learn how - attend training outlined in your personalized onboarding plan

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

Learn how - attend training outlined in your personalized onboarding plan

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

Learn how - attend training outlined in your personalized onboarding plan

 

 

 

Onboarding Next StepsOnboarding
Next Steps

Select an option below that best describes your current status, then answer the following questions to view details outlining your next steps and recommended training sessions. Or, view our generalized Setup and Training Plan.

 

I'm Just Getting Started
My MLS Approval is Complete
My Website is Live
I've Started Driving Traffic

 

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