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Leadership: eEdge

Leadership: eEdge. Walk the Talk. Michael Tritthart. Michael Tritthart. Plano, TX KWU International Master Faculty Full-time Tech Instructor/Designer Investor – Little Rock, AR and Fairfax, VA MichaelTritthart@gmail.com.

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Leadership: eEdge

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  1. Leadership: eEdge

    Walk the Talk Michael Tritthart
  2. Michael Tritthart Plano, TX KWU International Master Faculty Full-time Tech Instructor/Designer Investor – Little Rock, AR and Fairfax, VA MichaelTritthart@gmail.com Leadership: eEdge – Walk the Talk
  3. Please complete an evaluation formfound in the back of your program guide. Leadership: eEdge – Walk the Talk
  4. Let’s Start Walking!What You Will Learn About eEdge for Leadership Today: Understand how to use eEdge for database management and recruiting. Create and market a campaign to recruits. Master unique ways to market using KW Tech Tools. Leadership: eEdge – Walk the Talk
  5. Baby Steps – The Why of eEdge Acquire the ability to manage/market to your recruiting database. Maximize the leadership/office tools for recruiting and lead generation. To begin, click any of the hyperlinks below to access the eEdge dashboard. eEdge Support Phone: 800 491-4234 Email: eEdgesupport@kw.com Use whenever you have a question. Leadership: eEdge – Walk the Talk
  6. Baby Steps – The How of eEdge Admin – My Account Tips Update the name, marketing email, and marketing websites to what you want to market. Update everything under Admin to reflect these changes. Leadership: eEdge – Walk the Talk
  7. Baby Steps – The How of eEdge Admin – My Account Tips Load office and/or recruiting social media links. Will appear on myMarketing materials. Leadership: eEdge – Walk the Talk
  8. BONUS Baby Steps Add your social media links. Preview one of your marketing pieces. Highlight/Copy and you can add to email signatures and other websites. TIP: Go to Google and log in to your KW account. Go to Gmail and adjust the signature under Settings (Gear Icon)/Settings/Signature. Leadership: eEdge – Walk the Talk
  9. Baby Steps – The How of eEdge Go to My Account/Settings. Add your marketing headshot. BONUS Tip – Create a FREE URL abbreviator at Goo.gl. Then click on details and copy the QR code. Convert it into a JPEG and add that to your marketing logo. It will appear on all marketing pieces. Leadership: eEdge – Walk the Talk
  10. Start Walking – myContacts Create your groups before importing or adding contacts. But what group names should I use? Suggested TL contact groups Current agents in your Market Center or local area KW Agents MC Name KW Agents Business Center KW ALC MC Name KW Agents Other Local Office KW contacts outside your area KW Team Leaders KW Referral Agents Other suggested contact groups 33 Touch 2014 Mega Camp Invitee 2015 Family Reunion Invitee Your recruits, sorted by cap status Recruit Cap 1 Icon Recruit Cap 2 Mega Recruit Cap 3 Full Recruit Cap 4 Half Recruit Cap 5 Quarter Recruit Cap 6 Less than Quarter Your recruits, sorted by relationship Recruit Relationship Met Recruit Relationship Haven’t Met Target Recruit Relationship Haven’t Met If incubating another office Courtesy of Beth Torrence Leadership: eEdge – Walk the Talk
  11. TIPS: myContacts Add secondary groups to the Notes/Comments section BEFORE import. AFTER creating a group, upload contacts by that group. Then look up the secondary group in Comment/History search tool. All contacts with that group will appear. Select all and add to the group name. Once loaded, you have cross-reference tools for search capabilities. Leadership: eEdge – Walk the Talk
  12. Start Walking: myContacts – Leadership Tools Tips Individual contact record pages allow you to add task reminders, additional contact methods, addresses, birthdays, family member info, and more. Contact record name will be hyperlinked to whitepages.com. Contacts can also be added to the marketing campaigns here as well. Fill in the Blanks With: Leadership: eEdge – Walk the Talk
  13. Start Walking: myMarketing – Leadership Tools Click on Create Marketing/Marketing Materials to access the items below. Leadership: eEdge – Walk the Talk
  14. Start Walking: myMarketing – Leadership Tools TIP for Recruiting: Use the Office Tools section for a personal touch via email only. Leadership: eEdge – Walk the Talk
  15. Start Walking: myMarketing – Leadership Tools Choose a marketing piece to see the screen to the right. You can email preview to view your social media links. You have WYSIWYG control over the design pieces under Create/Edit. You then have output options such as email to contact and/or post to the Web. Leadership: eEdge – Walk the Talk
  16. Start Walking: myMarketing – Leadership Tools Email the marketing piece. Leadership: eEdge – Walk the Talk
  17. Start Walking: myMarketing– Recruiting Tip Your agents can market to a custom mailing list. This is HUGE! Leadership: eEdge – Walk the Talk
  18. Start Walking: myMarketing– Leadership Tools Create and save a piece. It then goes into My Saved Pieces. Creating Leadership Campaigns Are Just As Easy! Go to Create Marketing/Campaigns and ALWAYS choose the Advanced Campaign option. It is ONLY FOUR STEPS! STEP 1 Choose a campaign and then click next step. Leadership: eEdge – Walk the Talk
  19. Start Walking: myMarketing– Leadership Tools Step 2 If needed, edit the marketing pieces. It is just like doing the individual pieces. Leadership: eEdge – Walk the Talk
  20. Start Walking: myMarketing– Leadership Tools Step 3 Name it, review it, and change the order/delivery options if needed. Leadership: eEdge – Walk the Talk
  21. Start Walking: myMarketing– Leadership Tools Step 4 Choose contacts or groups to receive the campaign. Leadership: eEdge – Walk the Talk
  22. Start Walking: myMarketing– Leadership Tools You have an active campaign! This screen shows additional options such as adding new contacts, renaming, and duplicating campaigns. Leadership: eEdge – Walk the Talk
  23. Start Walking: myMarketing– Leadership Tools A big recruiting challenge is creating awareness of what exactly DotLoop is. Here are some resources: http://www.youtube.com/dotlooptvand KWConnect.com. You can also use DotLoop.com for addition information. TIP: Set up a Google Alert for DotLoop and then share the info!
  24. Keep Steppin’ with ALL of the KW Tools Maximize the use of your non-eEdge, KW tools for recruiting and office lead capture. eAgentc agent template converted to recruiting. Leadership: eEdge – Walk the Talk
  25. Q & A Time If I don’t get to your question during session, I will be happy to answer it outside of the session room; or you can email me at MichaelTritthart@gmail.com. Better yet, visit the KWRI Tech Booth while at Family Reunion. We want you RUNNING with eEdge! Leadership: eEdge – Walk the Talk
  26. Thank You! Please complete an evaluation form found in the back of your program guide. To download a free copy of this presentation, GO TO: www.familyreunion.kw.com/downloads
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