mc tech and ambassador special session - amazon s3 mc tech and tech ambassador special session kw...

MC Tech and Tech Ambassador Special Session

MC Tech and Tech Ambassador Special Session1

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2 MC Tech and Tech Ambassador Special Session

Today’s Agenda

1. KW Technology Training and Support Update

2. KW Technology Product Road Map

3. Spotlight on Onboarding: Wes Kennedy

4. Wrap-up


KW Technology Training and Support Update

KWRI Technology Training and Support Teams

Training and Support: Complementary Roles


Training

Support

Present new information and resources to a

group of learnersHelp individual

learners apply new information and find answers to

problems

Training and Support: Shared Purpose


To help agents:• See a return on their KW

Technology investment • Learn how to maximize this

investment in all areas of their business

• Look good and feel smart!

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Tech Training Integrated into KWU Courses

Technology Webinars for All Associates


AS NEEDED

• New KW Tech product releases

• Industry changes

• Tech FAQs from agents

• Your specific training needs

WEEKLY

• Monday—New agents/onboarding

• Wednesday—KW Video

• Friday—KW Tech Ambassadors

MONTHLY

• 1ST Tuesday—MC Tech Coordinators

• Varies—Build business with KW Tech

Technology Webinars for Exclusive Groups


Ambassadors

MC Techs

• Every Friday• First look at new

products• Your training needs

addressed• Training tips

• 1st Tuesday of the Month• KW Tech updates and

upgrades• Your biggest support

issues addressed [email protected]@kw.com

Guest presenters wanted!

KW Technology Product Road Map

Jason Romig Director of Product Management, KWRI

• KW Mobile Apps

• Keller Williams Listing System (KWLS)

• KW Google Apps

• Single Sign-on (SSO)

• Financial Systems

• KW TeamLeads

KW Technology Road Map Items


KW Mobile Apps

Product Owner - Cruz Moreno

2014 Accomplishments• App branding contest and sweepstakes

• 300,000 agent-branded apps!• Seamless branding• Premium upgrade• Customizable servicing area• eAgentC mobile app promo page

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Mobile


Growth

14

As of Jan 6, 2015

App launch

Contest

Seamless

Mobile


Mobile App Downloads

Version Ratings Average Rating RankingAndroid 3,163 12iPad 206 20iPhone 374 8

Ratings and Rankings


Mobile

Canada Property Search

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Mobile

January 2015


Luxury Agent Branding

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February 2015


Mobile

2015 Residential App Road Map


Q1 Q2 Q3 Q4Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Canada Property Search

Luxury Branding

Mobile

“My Agent” profile

Multi Apps & Teams Support

Promo Codes w/Lead Tracking Referral Leads

Alerts & Notifications

Agent Videos(KW Video app)

Social Login –Facebook, Twitter

2015 Commercial App Road Map


Q1 Q2 Q3 Q4Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Launch “The Analyst” app

Mobile

Agent Teams Search

Display Agent Media (docs, videos)

Display Vendor Ads

Leads flow directly into CRM

Keller Williams Listing System(KWLS)

Product Owner – Adrian Freeberg

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2015 Q1 Updates

Hassle-free photo uploader Modern design and intuitive navigation


KWLS

2015 Q1 Updates• Decreased processing time by more than 50 percent

• Faster turnover for syndication (2 times a day)

• Direct syndication with Zillow coming soon!


KWLS

KW Google Apps

Single Sign-On (SSO)

Product Owner – Mike Silkett

KW Google Apps Today• KW Google Drive contains more than 4 million files

• 1.2 million files shared (collaboration)

• 53 terabytes of storage

• 4 million emails daily


2015 Road Map• Integration with KW groups and communities

• Options for additional storage and features


Single Sign-On• One login for all KW technologies

• Vetted solution used by 1,000+ companies in 44 countries

• Faster integration for new technologies

• Added security

• Built to industry standards and best practices


SSO

Financial Systems

Product Owner – Bruce Virgil

Reduce IT complexity for Market Centers with:1. Centralization—centralize the data that now resides in the

Market Center.

2. Globalization—multilingual and multicurrency for U.S./Canada and KW Worldwide

3. Efficiency—eliminate redundant entry by unifying agent processes (Greensheet) and Market Center processes (MORE system) into one online program

Global MORE Project (2015-2016)


$

Modular Development Approach

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• “Pieces” to be moved out of WinMORE and online

• Priority of “pieces” determined by:• Connections to other

systems or events• Time to value• Organization’s capacity for

supporting change


Global MORE Project (2015-2016)$

KW TeamLeads

Product Owner – Nick Tomaszewski

• Premium product• Intended for top producing teams

• $10+ million in annual volume• 4+ team members

• Invitation-based rollout • Accountability and coaching• MREA reporting• DotLoop integration• Expansion teams

KW TeamLeads Overview


Accountability and Coaching


Industry Leading Integrations


Coming Soon

34

Transaction Management

Business Reporting


Spotlight on Onboarding

Wes KennedyTechnology CoordinatorKW Elite Market Center, Oklahoma City


Steps Before the Tech CoordinatorNew Agent Tech

Onboarding


Office Resources Setup and New Agent Packet

• Start New Agent Technology Information packet (includes Tech Coordinator Checklist).

• Packet is updated, tagged (Mac OS), and saved as a PDF until the process is finished and agent is ready for meeting, then it is finally printed for the agent to have.

• Set up agent in office resources:• Associate Engagement Tracker• Printers• Server• Voicemail• KWKLY• etc.

• When complete, sendNew Agent TechnologyInformation email.

New Agent Tech Onboarding


• Email is first contact between agent and me.

• Four steps for the agent to complete before the meeting …• STEP 1 Fill out the Technology Info Form as soon as possible.• STEP 2 Watch the videos on the Introduction to myKW page.• STEP 3 Watch the videos on the Introduction to eEdge page.• STEP 4 Make an appointment to go over your KW technology.

• All steps are completed by the agent, at home, through my website.

• The email makes it very clear that the agent should not go into myKW and set up accounts before our meeting. I will set up everything (correctly) for them based on the information they provide in STEP 1.

• Use email tracking! (I use Sidekick by HubSpot.)

Send the New Agent Technology Info EmailNew Agent Tech

Onboarding


Introduction to myKW and eEdge Videos

• After I receive the agent’s info, I start setting up the agent’s myKW, KW email, eEdge, and DotLoop accounts while the agent is watching videos about myKW, eEdge, etc.

• Having these introductory videos available to the agent (and mandatory) BEFORE the meeting, means the agent comes to the technology meeting with some understanding of our systems already.

• This introductory video step culled my onboarding meetings from TWO meetingsdown to only ONE.



myKW, KW Email, eEdge, and DotLoop Setup

• After the agent submits the online form, I begin setting up their myKW, KW Email, eEdge, and DotLoop accounts.

• Setup is based on the information the agent provided in the online form.

• I cannot meet with the agent until they submit their information to me.

• myKW setup tasks are listed under STEP 2 in my Technology Coordinator Checklist.



Agent Sets Up Technology MeetingUsing Appointlet

• STEP 4 for the agent (in the new agent email) is to make a New Agent Technology Introduction appointment with me.

• The agent is only allowed to make an appointment after submitting their info in STEP 1, and watching the introductory videos inSTEPS 2 and 3.

• Appointment is set by the agent, on their own, at their convenience, through my website.

• I use Appointlet which presents my free time from my Google Calendar to theagent, and allows them tochoose a time with me.



The Meeting

• Finally, the agent meets with me, and receives their New Agent Technology Information sheet.

• The sheet includes all of their login information (usernames and passwords), KW and eEdge email addresses, eEdge and eAgentC URLs, Mobile App URL, office resource information, and “homework” for after the meeting.

• Sheet is one page, front and back, with my business card paperclipped to it.

• Sheet is scanned as a PDF to their KW email as training on the office printer/scanners.

• The agent is encouraged to shred thesheet after it is scanned to their email.



Tracking the Agent Before and After the Meeting

• Agent’s onboarding progress, and training attendance is tracked through a shared Google sheet: the Associate Engagement tracker.

• Each staff member involved in the onboarding process has a column to check-off for their part in the process.

• Agents sign in for classes they attend (though our office’s website), and sign-ins are logged and emailed to the instructor (a built-in feature of Weebly).

• Agents are checked-off in the engagement tracker for classes they attend after the class by the instructor.

• Agents’ engagement is calculatedand color-coded by the sheet.



Summary of Technology Tools Used

• Weeblyweebly.comEasy but powerful website creation and hosting.

• Sidekick by HubSpotgetsidekick.comEmail and click-tracking plugin for Chrome, Apple Mail, and MS Outlook. Also has iOS app with notifications.

• Appointletappointlet.comFlexible, powerful appointment creation that integrates with Google Calendar. IFRAME-able into websites, and mobile layout for creating appointments from smartphones.

• Mac OS X Mavericks/YosemiteColor-coded file-tagging for keeping track of files through the onboarding process.


Wrap-up

QUESTIONS?

Stay Engaged with Your Community


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