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client_services:days_1-10 [2018/08/09 02:17]
crystalbatignani [Follow These Steps to Kickoff Services]
client_services:days_1-10 [2019/09/05 01:10]
edwin
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-Questions? Call us at 202-297-2393,​ [[http://​bestagentbusiness.com/​schedule_a_call.html | schedule a call]], or email [[email to: client@bestagentbusiness.com | client@bestagentbusiness.com]].+Questions? Call us at 202-297-2393,​ [[http://​bestagentbusiness.com/​schedule_a_call.html|schedule a call]], or email [[email to: client@bestagentbusiness.com|]].
  
 The purpose of this page is to discuss the pertinent information we need in order to kickoff your work with Best Agent Business as a whole and for our Teams within our Billion Dollar Agent system to get started. The purpose of this page is to discuss the pertinent information we need in order to kickoff your work with Best Agent Business as a whole and for our Teams within our Billion Dollar Agent system to get started.
  
 ====== New Client - Day 1-10 ====== ====== New Client - Day 1-10 ======
-{{:​client_services:​day_1-10.jpg?​300 ​|}}+ 
 +{{:​client_services:​day_1-10.jpg?​300 ​ }}
  
 On Day 1-10 we begin to gather your logins, financials and other pertinent information for the teams you'll begin working with. Please send what you can to us within one day. If you don't have all of the information available, that's okay, send us what you have and we'll go from there! On Day 1-10 we begin to gather your logins, financials and other pertinent information for the teams you'll begin working with. Please send what you can to us within one day. If you don't have all of the information available, that's okay, send us what you have and we'll go from there!
  
-As a new client, there are several steps you'll need to follow to ensure you're receiving all the pertinent information regarding your Best Agent Business program and workflow. Please click on each of the following links and follow the directions provided. ​+As a new client, there are several steps you'll need to follow to ensure you're receiving all the pertinent information regarding your Best Agent Business program and workflow. Please click on each of the following links and follow the directions provided.
  
-===== Follow These Steps to Kickoff Services ===== +===== Follow These Steps to Kickoff Services =====
  
 Day 1-10 there are two steps to the kickoff process. One step is having calls with your Key Assistant in order to review your business and determine goals. The second step is gathering the following information in order to begin services: Day 1-10 there are two steps to the kickoff process. One step is having calls with your Key Assistant in order to review your business and determine goals. The second step is gathering the following information in order to begin services:
  
-  * {{ :​client_services:​new_client_checklist_days_1-10_-_best_agent_business.pdf |New Client Checklist for Day 1-10}} - Download and follow instructions. +  * {{:​client_services:​new_client_checklist_days_1-10_-_best_agent_business.pdf|New Client Checklist for Day 1-10}} 
-  * [[Logins]] - Send logins to your Key Assistant and cc' <​logins@bestagentbusiness.com>​. +  ​- Download and follow instructions. 
-  * [[Financials]] - Financial information we need and why. + 
-  * {{ :​services:​marketing:​marketing_kick_off_checklist_-_editable_-_best_agent_business.pdf |Marketing Kickoff}} - If you will begin Marketing ​Services, please complete this document before your Marketing Kickoff Call and return to your Key Assistant. +  * [[:​client_services:​logins|]] 
-  * [[services:​lead_management:​day_1-10_lead_management_actions|Lead Management Kickoff]] - If you will begin Lead Management ​Services, please review this page before your Lead Management Kickoff Call and send necessary information to your Key Assistant. + - Send logins to your Key Assistant and cc' <​logins@bestagentbusiness.com>​. 
-  * [[services:​calling:​calling_management|Calling Kickoff]] -  If you will begin Calling ​Services, please review this page before your Calling Kickoff Call and send necessary information to your Key Assistant. +  * [[:​client_services:​financials|]] 
-  ​* ​[[Communication]] - How to communicate with us.+ - Financial information we need and why. 
 +  * [[:​client_services:​communication|]] 
 + - How to communicate with us. 
 + 
 +  * {{:​services:​marketing:​marketing_kick_off_checklist_-_editable_-_best_agent_business.pdf|Marketing Kickoff}} 
 +  ​- If you will begin Marketing ​services, please complete this document before your Marketing Kickoff Call and return to your Key Assistant. 
 +  * [[:services:​lead_management:​day_1-10_lead_management_actions|Lead Management Kickoff]] 
 + - If you will begin Lead Management ​services, please review this page before your Lead Management Kickoff Call and send necessary information to your Key Assistant. 
 +  * [[:​services:​closing_management:​client_kickoff_-_closing_management|]] 
 + - If you will begin Closing Management services, please review this page before your Lead Management Kickoff call and send necessary information to your Key Assistant. 
 +  * [[:services:​calling:​calling_management|Calling Kickoff]] 
 + - If you will begin Calling ​services, please review this page before your Calling Kickoff Call and send necessary information to your Key Assistant. 
 + 
 +What happens next? Follow me to [[:​client_services:​day_10-30|Day 10-30]]
  
-What happens next? Follow me to [[client_services:​day_10-30|Day 10-30]]! 
  • client_services/days_1-10.txt
  • Last modified: 2019/09/05 01:10
  • by edwin