Total Office Check List For
______
- _____ Register for Management Training in Denver
- _____ Order Member Profile Forms 1-800-525-7452
- _____ Are you in your permanent location? Date and send to Celia.
- _____ What is the physical location of the office going to be?
- _____ Did you notify RMTbefore entering into a lease agreement?
- _____ Email Regional a picture of the proposed office location
- _____ Get E&O insurance
- _____ Get CGL insurance
- _____ Member Profiles fax to 281-828-9680 & 303-224-5402
- _____ Read Policy and Procedures Manual
- _____ Become familiar with remax.com and remaxtexas.com
- _____ Register for Fast Track
- _____ Register for Power Start
- _____ Register for Leadstreet training
- _____ Mark calendar for the next Broker/Owner quarterly luncheon
- _____ Mark calendar for RMT Convention
- _____ Contact our Marketing Dept. for a Press Release
- _____ Get a copy of the Trademarks Manual and read it.
- _____ Complete an office Service Area request form
- _____ Billing and Budgeting Worksheet
- _____ Square Footage method to get a ball park office fee
- _____ Start setting up on 12001 officedemo
- _____ Complete ICA and RAPP and review them with Al Leissner
- _____ Learn to add transactions, print bill, view reports, etc.
- _____ Add agents to the Recruiting Call Center
- _____ Setup a Webinar for Leadstreet Training
- _____ Update your RE/MAX office website
- _____ Southwest Office Supplies
- _____ Reliant Energy
- _____ Lone Wolf Accounting
- _____
- _____
- _____ remaxoftexas.ourtoolbar.com
- _____ ADI Leadstreet Charge $8.20
- _____ Contact Casey Kruseabout Charities
- _____ Email the new agent processing check list
Post opening
- _____Have you attended Powerstart and Leadstreet training
- _____Have you and your agents updated your Mainstreet info.?
- _____Review Office Invoices
- _____Online Stats, Transaction Reporting
- _____Market Intelligence
- _____Do you have all your potential recruits in the Call Center
- _____Have you attended a Leadstreet and Design Center Webinar?
- _____Attend Convention, B/O Meetings
- _____Agent goal by the end of the year
- _____Have you and your agents updated all your Leadstreet Info.?
Within 1 Month of opening tasks to be completed:
Scheduled Attended/Done
Signed up for Management Training in Denver? ______
(If not please contact Celia Lozenski )
Added Prospects to Call Center______
Scheduled your office’s Grand Opening______
Begun utilizing Marketing Intelligence ______
Completed ICAs for all your agents ______
(to be completed for all new agents as they come on board)
Trained your agents in all aspects of LeadStreet & MainStreet______
Installed the RE/MAX of Texas Toolbar on all computers in your office______
Become familiar with stats, posting production, and finding Admin, Promotional
& Broker Services Invoices (which are due by the 5th)______
Sent all new agents the RE/MAX of Texas New Agent To Do List______
(Please contact Al Leissner if you do not have this document ()
Signed Office up as a CMN Miracle Office ______
Contacted Premium Graphics for signs and sign riders ______
Contacted Marketing Dept. for New Office Press Release ______
Order Member Profiles from RE/MAX LLC 1-800-525-7452______
Familiar with the RE/MAX of Texas Online Marketing Center______
& order new agent marketing packet
Within 3 Months of opening tasks to be completed:
Scheduled Attended/Done
Review Leadstreet Login Report______
Review Leadstreet Lead Performance Report______
You and agents attended a Power Start & LeadStreet ______
Brought recruits to Power Start______
Signed up for RE/MAX of Texas FastTrack ______
Signed up for RE/MAX of Texas Convention______
Sign up for RE/MAX LLC Convention______
Signed up for Quarterly Owner Meetings, Broker Owner
Retreat & Annual Vanguard Owners Meeting ______
Have Grand Opening______
Sent all new agents the RE/MAX of Texas New Agent To Do List______
(Please contact Al Leissner if you do not have this document ()
Participated in Design Center/LeadStreet Webinar ______
Started making office brochures, postcards, virtual tours etc in Design Center______
Are you streaming training and education videos
through RE/MAX University for your agents?______
Within 6 Months of opening tasks to be completed:
Review Leadstreet Login Report______
Review Leadstreet Lead Performance Report______
How many recruiting interviews have you set ______
How many recruiting interviews have your kept ______
How many agents have you added to your office______
Update the call center______
Within 9 Months of opening tasks to be completed:
Review Leadstreet Login Report______
Review Leadstreet Lead Performance Report______
How many recruiting interviews have you set ______
How many recruiting interviews have your kept ______
How many agents have you added to your office______
Update the call center______
Within 12 Months of opening tasks to be completed:
Review Leadstreet Login Report______
Review Leadstreet Lead Performance Report______
How many recruiting interviews have you set ______
How many recruiting interviews have your kept ______
How many agents have you added to your office______
Update the call center______
Within 15 Months of opening tasks to be completed:
Review Leadstreet Login Report______
Review Leadstreet Lead Performance Report______
How many recruiting interviews have you set ______
How many recruiting interviews have your kept ______
How many agents have you added to your office______
Update the call center______
Within 18 Months of opening tasks to be completed:
How many recruiting interviews have you set ______
How many recruiting interviews have your kept ______
How many agents have you added to your office______
Update the call center______
Within 21 Months of opening tasks to be completed:
Review Leadstreet Login Report______
Review Leadstreet Lead Performance Report______
How many recruiting interviews have you set ______
How many recruiting interviews have your kept ______
How many agents have you added to your office______
Update the call center______
Within 24 Months of opening tasks to be completed:
Review Leadstreet Login Report______
Review Leadstreet Lead Performance Report______
How many recruiting interviews have you set ______
How many recruiting interviews have your kept ______
How many agents have you added to your office______
Update the call center______