Getting Started with Command

GETTING STARTED WITH KW COMMAND

commandstartup.kweliteokc.com • PAGE UPDATED 7.8.2020

APPS
STEP 1: Install the Kelle App
STEP 2: Brand & Share Your Consumer App

WEBSITE
STEP 3: Set up Your Marketing Profile
STEP 4: Launch Your Consumer Website

DATABASE
STEP 5: Import Your Contacts
STEP 6: Touch & Manage Your Contacts
STEP 7: Add Contacts to SmartPlans
STEP 8: View Database Health & Set Goals

PIPELINES & COMPLIANCE
STEP 9: Customize Your Sales Pipelines
STEP 10: Create an Opportunity
STEP 11: Learn the Compliance Process

MARKETING
STEP 12: Create a Design
STEP 13: Email a Custom Newsletter
STEP 14: Send a Postcard
STEP 15: Run a Paid Facebook Ad

REFERRALS
STEP 16: Set up Your Referrals Profile
STEP 17: Find a Referral Agent
STEP 18: Send a Referral
STEP 19: Receive a Referral

APPS

STEP 1: Install the Kelle App

MORE KELLE APP INFO HERE

1 INSTALL THE KELLE APP
📺 WATCH: Kelle App Webinar with Wes

Download the Kelle app (iPhone • Android) onto your phone, then log in with your myKW/Command username & password.

2 VIEW YOUR COMMAND NOTIFICATIONS

Any notifications you'd get on the Command website will also appear in the Kelle app under the Notifications 🔔 icon in the top-right of the screen. These include contact task reminders and compliance notifications from the office.

3 FIND & SHARE KELLE SNAPS

Kelle Snaps are market snapshots of neighborhoods and zip codes that you can share to anyone. They can be a useful way to collect an open house visitor's phone number or email address! Find Kelle Snaps of neighborhoods around you by scrolling down on the main app page. Swipe left or right to view nearby neighborhood Snaps. Tap View Kelle Snap, then tap the Share icon. You can write a short message, or just tap Share again. You can then choose to share via text or email (HINT: If a guest gave you their email address or phone number on your open house sign-in sheet, then use the Snap as opportunity to get any contact info they didn't provide on your sign-in sheet!

4 VIEW & MANAGE YOUR COMMAND CONTACTS

You can find all of your Command Contacts inside the Kelle app under Command ▸ Contacts. Practice adding, editing, and logging interactions with your contacts from the app. Managing your database, and logging useful info that comes up in conversations doesn't just happen when you're in front of your computer! Become a Kelle app master so you never lose precious contact info as you receive it!

5 ADD A COMMAND CONTACT USING THE KELLE APP

Practice adding a friend or family member to your Command database on-the-go (e.g., when you meet someone at an open house or the grocery store). Tap Command ▸ Contacts ▸ Add New. Add as a much information using the Kelle app as you can.
NOTE: It may be better to add a DTD2 tag to this contact using Command Contacts on the web. But don't forget to do it later! EVERYONE in your database should have a DTD2 tag because everyone has a first name!

6 KEEP NOTES ON YOUR CONTACTS

Find a contact in your Kelle app under Command ▸ Contacts. Tap on them to see their contact details, tap on the ••• icon, then tap Log Interaction. Tap Phone Call, SMS (text message), Email, or Quick Note. Follow the remaining prompts, and choose to add a note about the interaction.
To view your interaction notes, go to your Command Contacts on the web, click on the contact you logged the interaction with, and see that the notes you entered in the Kelle app can be found in their Timeline! What a great way to keep conversation notes on your contacts when you're not in front of your computer!

7 ADD COMMAND TASKS

Add a contact task in the Kelle app under Command ▸ Task Manager, then tap the + button. Add a Title, Due Date, Description, and Assign Contact to the task. You can also see that any tasks you create in the Kelle app also show up when using Command on the web in Command's Tasks module. What a convenient way to stay on top of your database to-do's!

8 VIEW CONTACTS & LISTINGS ON A MAP

Want to see where your contacts live or which ones are nearby? View all of your contacts (who have addresses for) on a map under Command ▸ Maps, and even get driving directions to them! Tap the icon at the right end of the search box to switch between Contacts, Listings, Snaps, and more! Just remember to always tap Search This Area.

9 VIEW YOUR KW REFERRAL NETWORK

View KW agents you've added to your Referral Network under Command ▸ Referrals ▸ Explore My Network. Call, text, or email your referral agents from the Kelle app when you have a client looking to buy or sell in their city.

Add & manage tasks in the Kelle app.

View your contacts, listings, and Kelle Snap neighborhoods on a map.

STEP 2: Brand & Share Your Consumer App

MORE CONSUMER APP INFO HERE

1 INSTALL THE KW REALTY APP
📺 WATCH: Download the KW App

Download the KW Realty app (iPhone • Android) on your phone, create an account using your personal email address (since this is your customer app).

2 BRAND YOUR APP TO YOURSELF
📺 WATCH: Brand Your KW App

Tap More ▸ Find an Agent, then enter your first & last name. Tap on your name & city in the search results, then tap Get in Touch ▸ Confirm. This will capture yourself to your own Command Contacts database as a Lead.

3 PRACTICE SHARING & BRANDING WITH FRIENDS & FAMILY
📺 WATCH: Share Your KW App

Use the two steps above to share & brand your app with close friends & family. Practice this process a few times with them so you'll be ready to do it with your clients & visitors to your open houses. Each time you brand someone's app to you, they'll get captured to your Command Contacts database as a Lead!

4 PRACTICE ADDITIONAL FEATURES WITH FRIENDS & FAMILY

Ask your close friends & family to favorite/save some listings in the KW Realty app. Also have them try contacting you through the app. Use them to help you make sure your contact info and notifications work in the app BEFORE you try with your clients.

Branded App

ADVANCED OPTIONS
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

MORE MARKETING PROFILE INFO HERE

1 FILL OUT YOUR MARKETING PROFILE
📺 WATCH: Set up Your Marketing Profile Webinar with Wes
📺 WATCH: Complete Your Marketing Profile

Start by filling out ONLY the text fields in your Marketing Profile that are REQUIRED (noted by a * red asterisk). Upload your headshot photo since it's required, too (see below), then click Save at the bottom of the page.
Return to your Marketing Profile, then continue filling out your profile with as much optional information as you can (see below). Save often!

2 UPLOAD HEADSHOT & LOGOS

Upload your headshot into the My Photo placeholder. A square-cropped photo works best here.
Upload your your personal business logo (if you have one) into the Team Logo placeholder.
NOTE: Your logo will only appear about 50 pixels tall. Make sure the text in your logo is still readable at this size. You may need to have your designer rearrange the text in your logo (e.g., wide rather than square or stacked text) so that it reads better at small sizes (see example below).
Upload a KW Elite logo (the Full-Color Transparent PNG works best) into the Market Center/Brokerage Logo placeholder. Each of our offices' Brokerage License Numbers is in the footer at the very bottom of this page.

3 COMPLIANCE ► LEGAL FOOTER TEXT

Currently, there is no additional compliance/legal footer text that you need to add to your site. The standard KWRI franchise disclaimer "Each Keller Williams office is independently-owned & operated" will automatically be included in the footer of your website.

4 ADD SOCIAL MEDIA LINKS

Add your social media links.
NOTE: Use the FULL URL to your page (this includes the https:// at the beginning...e.g., https://www.facebook.com/kweliteokc

5 FACEBOOK PIXEL & GOOGLE ANALYTICS ID

Don't worry about these unless seriously plan on marketing your site, running ads for it, and tracking your ads' performance.

6 YOUR BRANDED KW APP LINK

Copy & paste your Branded KW App Link if it isn't already populated in your Command Marketing Profile.

"My Details" Section

Headshot & Logo

Brokerage Info

Social Media & App URL

STEP 4: Launch Your Consumer Website

MORE CONSUMER WEBSITE INFO HERE

1 FILL YOUR WEBSITE WITH YOUR MARKETING PROFILE INFO
📺 WATCH: Set up Your Command Website Webinar with Wes

Enable the Use My Information to Brand My Agent Site toggle button (turn it green to enable it). This will use the information you filled into your Marketing Profile to populate your website with your contact info, bio, logos, social media links, etc.

2 CLAIM YOUR SUBDOMAIN
📺 WATCH: Preview Your Command Agent Site & Site Pages

Claim your Consumer Website Subdomain under Consumer ▸ Site & App Settings ▸ URLs. It's usually best to enter your first & last name (no spaces or symbols), e.g., weskennedy. Click Save Changes, and your site will become available at the subdomain you claimed followed by kw.com (e.g., weskennedy.kw.com).

ADVANCED OPTIONS

Create a custom Hero Image for your site's Home page. (COMING SOON)
Add Featured Listings to your site's Home page. (COMING SOON)
Add a custom Site Page to your website. (COMING SOON)
Add a customize your Buyer & Seller Guides. (COMING SOON)

KW Consumer Website Example

DATABASE MANAGEMENT

STEP 5: Import Your Contacts

MORE COMMAND CONTACTS INFO HERE

1 ADD YOURSELF TO YOUR DATABASE
📺 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

Sort your clients in your CSV file by first name, and use the Tags column to tag your contacts for the Database Mastery DTD2 phone call system based on their first name (see example to the right). You can type the name of each DTD2 tag once, then copy & paste it for all of the remaining contacts whose first names match that tag. Repeat this for each DTD2 tag until all of your contacts have a DTD2 tag that matches their first name. It's MUCH easier to do this in the CSV file BEFORE importing your contacts into Command. All 13 DTD2 tags are below...

DTD2 A&W
DTD2 B&E
DTD2 C&K

DTD2 D&O
DTD2 F&G
DTD2 H&V

DTD2 I&Q
DTD2 T&J
DTD2 P&L

DTD2 M&X
DTD2 N&R

DTD2 S&U
DTD2 Y&Z

DTD2 Tagging Example

CUSTOM FIELDS

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

MORE COMMAND TASKS INFO HERE

1 CREATE A "DTD2 PHONE CALL" SMARTVIEW
📺 WATCH: Organize Your Database with Filters & Smartviews

Click Customize Columns, then check the following columns to display, and drag them in the right-hand column to this order: Date of Birth, Primary Phone, Primary Email, Mailing Address, DISC Profile (if created), Tags, Last Contacted. Now you can if your contact's birthday is coming soon (and wish them a "happy birthday" on your call); see if they're missing a phone number, email address, or if you don't have their mailing address set in their contact details; and check that they're tagged correctly (or missing tags)!
Size your columns so that as much data fits on the page as possible (column widths ARE saved as a part of the SmartView!).
Click the SmartView: All Contacts dropdown, click + Create SmartView, name this view DTD2 Phone Calls (check Set As Default SmartView if you wish), then click Save SmartView.
When it's time each week to do your DTD2 phone calls, click the Filters button, check the DTD2 AW tag (or whichever DTD2 tag applies to the current week) that you created under the Custom Tags dropdown, then click Apply.

2 CALL YOUR CONTACTS
📺 WATCH: Call Your Contacts in Command

Click a contact's Phone Number in the DTD2 Phone Call SmartView. You'll get a pop-up to call or text the contact. Choose Call.
If you're using a Mac that's connected to your iPhone, you can automatically start a call through your iPhone using the FaceTime app on your Mac just by clicking on the phone numbers in your Command Contacts database. You can talk through your Mac's built-in microphone, a wired headset, or a Bluetooth earpiece (such as AirPods) that is paired with your Mac. You don't even have to pick up your phone to make calls!

3 TAKE NOTES ON PHONE CALLS
📺 WATCH: Add Notes to a Contact

Once you choose to make a phone call, Command will automatically open a Client Interaction pop-up for taking notes on the call! The Interaction Type will automatically be set to Call, and the date will automatically set to the current day!
You just need to type notes that come up during the call into the Description field, check (or leave unchecked the Has Responded checkbox), then click the Add Timeline button when finished with the call.
NOTE: Checking the Has Responded checkbox simply checkbox removes the contact from any "nurture" SmartPlans such as 8x8s or 10 Days of Pain...nothing else. Their response (or lack thereof) doesn't not get noted in the call notes/timeline, nor does it create a callback reminder/task.

4 CREATE TASK REMINDERS

If you didn't get in touch on your first call attempt, promise to call back, and create a task in Command to remind yourself! There are three ways you can do this...
- METHOD #1: In Command ▸ Contacts, click on the contact's name, then click Tasks in their Contact Details, then + Add Task. Add a task name (e.g., Call back Jim Smith), set a date and uncheck the All Day checkbox if you need to set a specific time. In the Task Description field, use this to enter additional details such as the callback phone number or topic to talk about. This method will automatically link this ONE contact to the task.
- METHOD #2: In Command ▸ Tasks, click Create New Task, then fill in the task details as above. This method allows you to create a task WITHOUT linking it to a contact, OR you will need to manually link a contact (or multiple contacts) to the task using the Associate Contacts button.
- METHOD #3: Finally, you can create a task using the Kelle app under Command ▸ Task Manager, then tap the + button to create a task, fill in the details & assign any contacts, then tap Save. This is the easiest way to create tasks when you're away from your computer (like at an open house).
Your tasks will appear both in the Command ▸ Tasks module on the web AND the Kelle app under Command ▸ Task Manager.
You will get task reminders as push notifications via the Kelle app on your phone, and you can always find tasks due in the Kelle app or the Command website under the Notifications 🔔 icon. Check your tasks everyday!

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

DTD2 Phone Call SmartView

Calling & Texting in Command

Call Notes

Call Notes Recorded in Contact's Timeline

Tasks sync between Command on the web & the Kelle app.

STEP 7: Add Contacts to SmartPlans

MORE SMARTPLANS INFO HERE

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

STEP 8: View Your Database Health & Set Goals

MORE REPORTS INFO HERE

1 SET GOALS
📺 WATCH: Set & Edit Your Goals

SALES PIPELINES, OPPORTUNITIES & COMPLIANCE

STEP 9: Customize Your Sales Pipelines

MORE SALES PIPELINES INFO HERE

📺 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)

LISTING PHASES
Cultivate
Appointment
Active
Under Contract
Closed

BUYER PHASES
Cultivate
Appointment
Active
Under Contract
Closed

STEP 10: Create an Opportunity

MORE OPPORTUNITIES INFO HERE

1 CREATE AN OPPORTUNITY
📺 WATCH: Create an Opportunity

STEP 11: Learn the Command Compliance Process

MORE COMPLIANCE PROCESS INFO HERE

📺 WATCH: Compliance with DocuSign • 📺 WATCH: Compliance without DocuSign • 📺 WATCH: DocuSign for Beginners

1 CREATE THE BUYER/SELLER CONTACT(S) IN COMMAND

COMMAND ▸ CONTACTS
Click the + Add Contact button to create a contact for the buyer(s)/seller(s) of the home. The only required info is a First & Last Name. Then click Create. You can create a contact for a spouse or other party to the transaction, and add them as a Co-Buyer or Co-Seller.

2 CREATE THE OPPORTUNITY

COMMAND ▸ OPPORTUNITIES
Click the Create Opportunity button, assign it a Listing or Buyer type, then type to search the Client field for the contact you just created to attach to the Opportunity. You can use the Co-Buyer or Co-Seller field to attached a related contact. Fill in any additional Opportunity details (including its Phase and Stage, estimated closing date, price, and commission rate).

3 START THE TRANSACTION

COMMAND ▸ OPPORTUNITIES ▸ DOCUMENTS
Click the Start a Transaction button to automatically create a Room in DocuSign that is linked to this Opportunity.
REMEMBER: Always start the DocuSign Room using the Start a Transaction button! This button links the Command Opportunity to documents in the DocuSign Room it creates. Once you’ve successfully started the transaction, the button will change to say Go toTransaction. Clicking it will take you directly to its connected DocuSign Room. Try it!

4 ADD TRANSACTION DETAILS IN DOCUSIGN

DOCUSIGN ▸ ROOM ▸ DETAILS
Click the Edit button to add details/info to your transaction. The transaction details you add here (such as price, buyer name/seller name, etc.) will automatically populate their respective fields in the DocuSign documents that you add to the Room

5 ADD DOCUMENTS & PEOPLE TO THE DOCUSIGN ROOM

DOCUSIGN ▸ ROOM ▸ DOCUMENTS/PEOPLE
Click the Add + ▸ DocuSign Forms button, then Skip the Enter NRDS Information screen. Select DocuSign Forms Group from the first dropdown, then from the Select Group dropdown, select Buyer or Listing to add that template of documents to your Room.
Next, from the People tab, click the + Invite button. Enter details for all signers required to sign the documents including their Transaction Side and Role.

6 SEND AN ENVELOPE OF DOCUMENTS FOR SIGNING
📺 WATCH: Create an Envelope in DocuSign

DOCUSIGN ▸ ROOM ▸ ENVELOPES
Click the + New button to start a new Envelope to send. Click the Room Docs button to select from documents you added in the previous step to add to the Envelope for signing.
Next, click the Add Recipient button, then Pre-Tagged Roles. This will automatically add Recipients based on their Role’s signature requirements in the documents you’ve added to the Envelope.
Finally, click the yellow Next button at the top to assign any additional signature fields in the document(s), then click the yellow Send button. When you’re notified that all of your documents have been signed, and you’re ready for compliance review, proceed to Step 7.

7 BUILD YOUR "BROKER FOLDER" IN COMMAND
📺 WATCH: Upload Files to Command from DocuSign

COMMAND ▸ OPPORTUNITIES ▸ DOCUMENTS
Under the Command Documents tab, there are three “compliance events” on the left side of this page: Listed or Consultation, Under Contract, and Closed. You will insert your final, signed DocuSign files into each of the document placeholders in each “compliance event” as it happens, thus creating a “broker folder” of only the final, signed documents for review.
Click the + Add a File button next to each document placeholder, select Source of Documents: DocuSign to view the documents in the DocuSign Room connected to this Opportunity, select the final, signed document you want to insert into the placeholder, then click Assign. The file will be copied directly from DocuSign into the Command placeholder.

8 SUBMIT YOUR "BROKER FOLDER" FOR COMPLIANCE REVIEW

COMMAND ▸ OPPORTUNITIES ▸ DOCUMENTS
For each of the three “compliance events” in Command that you complete by filling their document placeholders, you’ll click the Submit to MC (Market Center) button. The Submit to MC button notifies the broker that the documents you inserted from DocuSign are ready for compliance review.
You’ll see colored tags next to documents such as Uploaded, Returned, and Approved that let you know the status of your documents during their compliance review phase. You’ll also see any explanatory comments from the broker for each document.

9 ACCEPT AN OFFER
📺 WATCH: Create an Offer • 📺 WATCH: Share & Manage Offers

COMMAND ▸ OPPORTUNITIES ▸ OFFERS
In order to get paid, you first must accept an Offer on the Opportunity. Under the Offers tab, click + Add New Offer, enter the Offer Details, Parties, and Terms. Once you’ve entered the offer you’re going to accept, click the Accept button. This will activate the Commissions tab.

10 SUBMIT COMMISSION DETAILS

COMMAND ▸ OPPORTUNITIES ▸ COMMISSIONS
The Commissions tab replaces Greensheets! You’ll enter the commission breakdown details here, then click the Submit button. This will notify the staff to create a DA for you!