Onboarding Guide

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Welcome to

AgentMoves!

Our team has put together this onboarding guide just for you, so please bookmark this page and get started with Phase 1 of onboarding. This guide is designed to set you up for success and make you feel right at home with using AgentMoves to Supercharge your prospecting!

Watch this Video for an overview of our onboarding!

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PHASE 1: SETTING THE FOUNDATION

1. Learn the Strategy

In this video, I'll review the Flywheel Growth Strategy. It is the prospecting strategy we use to propel your business to the next level. It's a mindset shift that will build the foundation for everything we implement.

1. Watch the Flywheel Video

In this video, I'll review the Flywheel Growth Strategy. It is the prospecting strategy we use to propel your business to the next level. It's a mindset shift that will build the foundation for everything we implement.

2. Submit Your Onboarding Forms & Book Your Call

45 Minutes

In our first call we will lay the foundation for your custom Flywheel Growth Strategy and set your core goals for prospecting.

Prerequisite: Prior to this meeting please complete the following forms:

3. Import your Contacts

Now that we have your strategy down, let's populate your prospecting list! This is a breeze! All you need to do is upload your file using the form here. We'll take care of the rest including:

  • Cleaning Your Data

  • Segmenting Your Contacts

  • Informing you of Critical missing data

You may use our template here.

3. Import your Contacts

Now that we have your strategy down, let's populate your prospecting list! This is a breeze! All you need to do is upload your file using the form here. We'll take care of the rest including:

  • Cleaning Your Data

  • Segmenting Your Contacts

  • Informing you of Critical missing data

4. Build Your MOFIR Campaign

MOFIR-Driven Database Activation is a key building block we need to help Engage your Network! Watch this video to learn about our approach to MOFIR-Driven Database Activation. With a solid overview of how our MOFIR campaigns work, we can go through the process of building and personalizing your quarterly MOFIR campaign! So grab your creativity and book your MOFIR Campaign Personalization meeting!

PHASE 2: ACTIVATING YOUR FLYWHEEL

You should have access to your AgentMoves account prior to this call. Before you book each of your Flywheel Onboarding calls, watch each corresponding video to give you a head start!

5. Share Your Wisdom

Ready to jumpstart your flywheel? When you educate your network, you build trust. Amazing things happen when your network trusts you! They start conversations and turn to you to help solve their problems! Watch this video to learn more about the power of sharing your wisdom with lead magnets. Once you have a solid understanding of the importance of a lead magnet, book your "Share" call so we can build and personalize your evergreen magnet that will benefit you for years of prospecting!

6. Engage Your Network

Ready to jumpstart your flywheel? The first step is to share your wisdom. When you educate your network, you build trust. Amazing things happen when your network trusts you! They start conversations and turn to you to help solve their problems! Watch this video to learn more about the lead magnets we use to share your wisdom and help make you the Go-To Realtor in your community.

7. Attract Prospects

Now that you are activating your database, we want to attract prospects into your pipeline. And the best way to do that is through funnels.

In this call, we'll review and personalize your SOI Connect, Open House Funnel, and Reputation nurtures.

  • Reviewing your personalized SOI Connect Funnel

  • Customizing your Open House Funnel

  • Review Reputation/Insights/Warmup Nurtures

8. Convert Prospects

In this final onboarding call, we'll focus on converting leads to clients using the Strategy Session funnel and seamless follow-up.

  • We will dive deep into the best way to conduct the strategy session

  • How to follow up effortlessly through Agentmoves.

We’re so excited to meet with you and get you up and running! Our goal was to accelerate your onboarding process so you can take advantage of AgentMoves prospecting solution. We have included this checklist so you can make sure you are ready go!

Click Here to Download Your ChecklistPrint this out so you can stay on track

Advanced

Using Our List Builder

Looking to create laser-focused mailing lists? In this video tutorial, we'll guide you through the process of using our list builder to target the exact buyers and sellers you want to reach.

Editing Your Projects

Want to personalize your projects to the next level? Our Design Editor has got you covered. In this video, we'll walk you through how to import your designs, start from scratch, or tweak our existing templates. Your projects, your way.

Installing Designs

Transform ordinary campaigns into extraordinary experiences with the right designs. In this tutorial, you'll learn how to install different designs onto the platform. Whether you’re looking to add visual flair or align with your specific branding, dive deep into this step to learn how to create campaigns that dominate your neighborhood.

Feeling stuck?

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Text us at 972.703.2099

On a mission to create unstoppable momentum for realtors, driving them to the top of their MLS with expert marketing strategies and automation that puts their business growth on autopilot, eliminating dependence on time-consuming and costly lead generation techniques.

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