Agent Journey with kvCORE

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YOUR AGENT JOURNEY WITH KVCORE

Phase 1 | Introduction & Database Prep | March:

• Begin the kvCORE Agent Quick Start located in the kvCORE Learning Portal.

• Register for “kvCORE Profile and Pipeline” on March 20th or March 21st at 10:30am – 11:30am. This is a beginners guide to getting started with our new CRM, REV by kvCORE. Learn how to setup your profile, import contacts, edit contacts, and organize your contacts to power up automation. This is the first step to put kvCORE to work for you! Pro Tip: Download the mobile app and increase your productivity each day by utilizing kvCORE’s built-in task manager.

Hosted by Drew Burr

Phase 2 | Nurture & Engage | March and April:

• Register for “KvCORE: Campaign Basics” on March 23rd at 10:30am - 11:30am. Learn how to utilize #hashtags to add your contacts to the Company Newsletter, Luxury Newsletter, Holiday, and Special Occasion eCards. Automate Market Reports to send by neighborhood, zip code, or school, and create Search Alerts to keep your prospects informed with relevant market activity. Stay top of mind and have peace of mind knowing your contacts are being communicated with on a regular basis with insightful and useful messaging!

Hosted by Drew Burr and Rita Ukattah

• Register for “Staying in FLOW with kvCORE Smart Campaigns and Behavioral Automation” on April 5th at 10:30am-12:30pm and Wednesday, April 19th at 2:00pm-3:00pm. Learn how to harness the power of the Top 4 kvCORE Smart (drip) Campaigns to automatically nurture and engage your contacts at every step of their client journey; and utilize Behavioral Automations to trigger thoughtful touch points to stay top of mind by Staying in FLOW!

Hosted by Drew Burr and Todd Emerson

YOUR AGENT JOURNEY WITH KVCORE

Phase 3 | Convert & Win | Coming Soon in May!

• Register for “kvCORE: WIN the Listing, Buyer, or Offer with CORE Present” coming in May. CORE Present is a next-generation CMA and branded presentation builder. Learn how to create and guide your clients through an interactive and compelling conversation, featuring real-time activity tracking to ensure you WIN the Listing, Buyer, or Offer every time! Pro Tip: Practice makes perfect! Create a CMA per day.

Hosted by Maya Elliott

Phase 4 | Promote & Grow | Coming Soon in June!

• “kvCORE: Advanced Add-ons to Enhance your Presence” coming in June. Explore Squeeze or Landing Pages, kvCORE Open House app, Playbooks, and add-ons such as, Paid Campaigns

TIPS FOR SUCCESS:

• As a company we will focus our training and support on guiding you through four defined phases. We encourage you to pace yourself accordingly and follow along with the designated subject during each phase. It is a robust system that requires a solid foundation to leverage its full functionality!

• Have fun and embrace this new tool to empower your business to grow and thrive!

SUPPORT AND HELP RESOURCES:

1. Take advantage of the Agent Quick Start for extensive on-demand training and select View Training Calendar to sign-up for live webinars hosted by kvCORE offered daily.

YOUR AGENT JOURNEY WITH KVCORE

2.For immediate support, use the kvCORE Support Chat Bubble. You can message with the kvCORE team directly and/or “Search for help” to locate learning guides and supporting documentation within the help center.

YOUR AGENT JOURNEY WITH KVCORE

3. Additional HomeServices of America live webinars are available, including open Q&A sessions.

4. Visit My HNR Office > HNR Cloud > Company Public > Marketing > CRM for FAQ’s and more training resources.

5. Visit the Support Center Library that includes a database of detailed help articles that use visuals and in-depth outlines to help users understand all features available in kvCORE.

6. Subscribe to kvCORE’s YouTube Channel for a full library of on-demand video tutorials.

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