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Post-Onboarding Success Checklist

What do you after you have onboarded with Book More Showings

William Kabrall avatar
Written by William Kabrall
Updated over a year ago

Now that you have completed your onboarding meeting with Book More Showings, it's time to get a head-start and prepare yourself for success!

First, let's download the Success Checklist. Click the file below to download and keep this file on-hand so you can follow along with the steps.

Download your Success Checklist at the bottom of this page.

1. Getting Started

Let's complete each of the steps on this checklist. You can follow the written guides below.

Complete the Start Here course

  1. Log into Skool.com

  2. Navigate to the Classroom section

  3. Click on the course labelled 'Start Here'

  4. Go through each module until you get to the end so you have full expectations of how to use our program.

Add the Friday Zoom Calls to your calendar

  1. Navigate to the 'Calendar' section inside of Skool

  2. Find any of the upcoming Friday calls and click on the event

  3. You will now see the URL to our Zoom call as well as a button below that says 'Add to Calendar'

  4. Press 'Add to Calendar' then select your Calendar software

    1. Google

      1. Select the dropdown menu that says 'Doesn't Repeat' and change it to 'Weekly on Friday'

      2. Press Save

Browse the Call Mastery course

  1. Navigate to the Classroom section

  2. Click on the course labelled 'Call Mastery'

  3. Review the 'Core Training'

  4. Browse through videos in Module 1 that catch your attention (Don't watch all of them unless time permits)

  5. Browse through videos in Module 2 that catch your attention (Don't watch all of them unless time permits)

2. Getting Organized

After you've reviewed our recommended materials, it is crucial you understand how to use both your CRM and the resources we provide in our community.

Familiarize yourself with your CRM

Elite Realty CRM

View the Elite Realty CRM getting started guide here.

Other CRM's

At Book More Showings, we are happy to integrate with different CRM's though we may not be able to provide specific training to your CRM of choice.

We highly recommend you view the help articles for your CRM of choice.

View the Introduction Cheatsheet and Call Framework

  1. Navigate to the Classroom section

  2. Click on the course labelled 'Call Mastery'

  3. Review the 'Core Training' set and select 'Our Conversational Framework

  4. Download both the Call Framework and Introduction Cheatsheet files

Find the best time of the day to call leads

  1. Navigate to the Classroom section

  2. Click on the course labelled 'Call Mastery'

  3. Review the 'When To Call Leads' module inside of 'Core Training'

  4. Find your market in the list and see what the best times to call leads are

Success Checklist Download

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