GETTING STARTED WITH KW COMMAND
APPS
STEP 1: Install the Kelle App
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1 INSTALL THE KELLE APP
📺 WATCH: Kelle App Webinar with Wes
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STEP 2: Brand & Share Your Consumer App
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1 INSTALL THE KW REALTY APP
📺 WATCH: Download the KW App
2 BRAND YOUR APP TO YOURSELF 📺 WATCH: Brand Your KW App
3 PRACTICE SHARING & BRANDING WITH FRIENDS & FAMILY 📺 WATCH: Share Your KW App
4 PRACTICE ADDITIONAL FEATURES WITH FRIENDS & FAMILY
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ADVANCED OPTIONS
BUYER & SELLER GUIDES
📺 WATCH: Customize Your Consumer Guides
MOBILE APP SUBDOMAIN & QR CODE
BUYER & SELLER GUIDES
📺 WATCH: Customize Your Consumer Guides
- Customize your app's Buyer Guide and Seller Guide in the Consumer ▸ Guide Builder section of Command.
MOBILE APP SUBDOMAIN & QR CODE
- Create a subdomain on a domain name you've purchased (e.g., app.weskennedy.com), and forward it to your KW Consumer App URL to make it easy to remember your app download link. You can also print & display your KW Mobile App QR Code on yard signs, business cards, social media, etc.
WEBSITE SETUP
STEP 3: Set up Your Marketing Profile
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1 FILL OUT YOUR MARKETING PROFILE
📺 WATCH: Set up Your Marketing Profile Webinar with Wes 📺 WATCH: Complete Your Marketing Profile
2 UPLOAD HEADSHOT & LOGOS
3 COMPLIANCE ► LEGAL FOOTER TEXT
4 ADD SOCIAL MEDIA LINKS
5 FACEBOOK PIXEL & GOOGLE ANALYTICS ID
6 YOUR BRANDED KW APP LINK
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STEP 4: Launch Your Consumer Website
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1 FILL YOUR WEBSITE WITH YOUR MARKETING PROFILE INFO
📺 WATCH: Set up Your Command Website Webinar with Wes
2 CLAIM YOUR SUBDOMAIN 📺 WATCH: Preview Your Command Agent Site & Site Pages
ADVANCED OPTIONS
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DATABASE MANAGEMENT
STEP 5: Import Your Contacts
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1 ADD YOURSELF TO YOUR DATABASE
📺 WATCH: Add a Contact
2 EXPORT YOUR PHONE CONTACTS
3 NARROW DOWN YOUR TOP 200 QUALITY CONTACTS
4 FILL-IN YOUR COMMAND CSV TEMPLATE FOR IMPORTING
5 IMPORT YOUR FINISHED CSV FILE
MORE VIDEOS
Command Contacts Webinar with Wes • Edit a Contact • Archive, Delete, or Restore Contacts
📺 WATCH: Add a Contact
- Manually add yourself to your Command Contacts database using the + Add Contact button. Do this manually (rather than in your CSV import) to practice manually adding a contact.
2 EXPORT YOUR PHONE CONTACTS
- Use the 📱 My Contacts Backup app to export your phone contacts into a CSV file. For Android phone users, you may need to export your contacts as a CSV file at contacts.google.com.
3 NARROW DOWN YOUR TOP 200 QUALITY CONTACTS
- Identify the 100 to 200 people mostly likely to make a sale with you as soon as possible (i.e., do not import kids, other REALTORS®, businesses, out-of-state contacts, etc.) A database full of too many contacts who have little reason to buy or sell a home will junk up your database, make it too overwhelming to use, and cause you to burn out on managing & touching your contacts. Consider a reasonable amount of contacts with whom you can make REAL contact with (over the phone or in-person, NOT an email blast). Build your database on QUALITY not quantity!
4 FILL-IN YOUR COMMAND CSV TEMPLATE FOR IMPORTING
- Copy & paste each column from the 100 to 200 high-quality contacts you exported from your phone into the 💾 Command Contacts CSV Import Template or use the 💾 Command Contacts Template for Airtable (Airtable account required). Make sure you select & copy the entire column, and paste it so that each row matches up with the contact it goes with. You don't want to paste into the wrong row causing your phone numbers to mismatch their contacts!
- If you're missing a lot of information (such as email addresses or phone numbers), it may be better to make some info update phone calls or emails for your CSV file BEFORE you import it into Command!
5 IMPORT YOUR FINISHED CSV FILE
- Finally, ✉️ Email Wes with your completed Command CSV file for reviewing & importing into your Command account
MORE VIDEOS
Command Contacts Webinar with Wes • Edit a Contact • Archive, Delete, or Restore Contacts
ADVANCED OPTIONS
DTD2 TAGGING
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CUSTOM FIELDS
SYNC CONTACTS WITH PIESYNC
📺 WATCH: Sync Your Contacts with Command Using PieSync
- Create a Custom Field to collect information that Command doesn't record by default. For example, create a DISC Profile text field or Holiday Pie dropdown to track this info about your clients.
SYNC CONTACTS WITH PIESYNC
📺 WATCH: Sync Your Contacts with Command Using PieSync
STEP 6: Touch & Manage Your Contacts
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1 CREATE A "DTD2 PHONE CALL" SMARTVIEW
📺 WATCH: Organize Your Database with Filters & Smartviews
2 CALL YOUR CONTACTS 📺 WATCH: Call Your Contacts in Command
3 TAKE NOTES ON PHONE CALLS 📺 WATCH: Add Notes to a Contact
4 CREATE TASK REMINDERS
MORE VIDEOS Edit a Contact • Add Tags to Contacts • Add Neighborhoods to a Contact • Neighborhood Landing Pages Webinar with Wes • Add a Lead • Mark Contacts as a Lead • View Tour Requests • Customize Columns • Archive, Delete, or Restore Contacts |
STEP 7: Add Contacts to SmartPlans
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1 ADD THE MONTHLY NEIGHBORHOOD NURTURE SMARTPLAN
📺 WATCH: Add a SmartPlan from the Library
2 ADD CONTACTS TO THE MNN SMARTPLAN
📺 WATCH: Add Contacts to the Monthly Neighborhood Nurture SmartPlan
📺 WATCH: Add a SmartPlan from the Library
2 ADD CONTACTS TO THE MNN SMARTPLAN
📺 WATCH: Add Contacts to the Monthly Neighborhood Nurture SmartPlan
STEP 8: View Your Database Health & Set Goals
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SALES PIPELINES, OPPORTUNITIES & COMPLIANCE
STEP 9: Customize Your Sales Pipelines
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📺 WATCH: Opportunities & Sales Pipeline Webinar with Wes • 📺 WATCH: Opportunities & Sales Pipeline Webinar with Andrew
- Customize the Stages in your Listings Pipeline & Buyers Pipeline. Click the image below to view the Phases and Stages of a standard transaction timeline. Next, click the Listing Phases and Buyer Phases links to the right of the image to go directly to that Phase's Stages and Checklist editor. Click the ✏️ button next to an existing Stage to change its name to one from the examples below. Click the + Add Stage button to add additional Stages. Repeat this for each corresponding Phase inside both Listings and Buyers Sales Pipeline until your Stages and Probabilities match what's in the image below.
- Customize your Sales Pipeline Checklists. Click the links below again to customize each of your Stages' Checklists. Each Stage has a link under the Checklist column that you can click on to edit its Checklists. Click each link, then the + Add Item button. Type in the name of your checklist item, then click Save. For a list of recommended checklist items... (COMING SOON)
STEP 10: Create an Opportunity
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STEP 11: Learn the Command Compliance Process
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💾 Compliance Help PDF
📺 WATCH: Compliance with DocuSign • 📺 WATCH: Compliance without DocuSign • 📺 WATCH: DocuSign for Beginners
📺 WATCH: Compliance with DocuSign • 📺 WATCH: Compliance without DocuSign • 📺 WATCH: DocuSign for Beginners
1 CREATE THE BUYER/SELLER CONTACT(S) IN COMMAND
2 CREATE THE OPPORTUNITY
3 START THE TRANSACTION
4 ADD TRANSACTION DETAILS IN DOCUSIGN
5 ADD DOCUMENTS & PEOPLE TO THE DOCUSIGN ROOM
6 SEND AN ENVELOPE OF DOCUMENTS FOR SIGNING 📺 WATCH: Create an Envelope in DocuSign
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7 BUILD YOUR "BROKER FOLDER" IN COMMAND
📺 WATCH: Upload Files to Command from DocuSign
8 SUBMIT YOUR "BROKER FOLDER" FOR COMPLIANCE REVIEW
9 ACCEPT AN OFFER 📺 WATCH: Create an Offer • 📺 WATCH: Share & Manage Offers
10 SUBMIT COMMISSION DETAILS
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MARKETING TOOLS
STEP 12: Create a Design
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1 CREATE A PRINT DESIGN
📺 WATCH: Create a Print Design
2 CREATE A SOCIAL MEDIA DESIGN
📺 WATCH: Create a Social Media Design
📺 WATCH: Create a Print Design
2 CREATE A SOCIAL MEDIA DESIGN
📺 WATCH: Create a Social Media Design
STEP 13: Email a Custom Newsletter Campaign
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UNDER CONSTRUCTION
STEP 14: Mail a Postcard Campaign
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UNDER CONSTRUCTION
STEP 15: Run a Paid Facebook Ad
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1 CONNECT YOUR SOCIAL MEDIA ACCOUNTS TO COMMAND
2 ADD PAYMENT INFO TO COMMAND
📺 WATCH: Add Payment Info to Command
3 CREATE A SOCIAL MEDIA AD
📺 WATCH: Create & Configure a Social Ad Campaign
- UNDER CONSTRUCTION
2 ADD PAYMENT INFO TO COMMAND
📺 WATCH: Add Payment Info to Command
3 CREATE A SOCIAL MEDIA AD
📺 WATCH: Create & Configure a Social Ad Campaign
REFERRALS
STEP 16: Set up Your Referrals Profile
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📺 WATCH: Referrals Profile Webinar with Wes
- UNDER CONSTRUCTION
STEP 17: Find a Referral Agent
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STEP 18: Send a Referral
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STEP 19: Receive a Referral
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UNDER CONSTRUCTION