Www.remaxoftexas.org
Total Office Check List For
____________________________
1. _____ Register for Management Training in Denver
2. _____ Order Member Profile Forms 1-800-525-7452
3. _____ Are you in your permanent location? Date and send to Celia.
4. _____ What is the physical location of the office going to be?
5. _____ Did you notify RMT before entering into a lease agreement?
6. _____ Email Regional a picture of the proposed office location
7. _____ Get E&O insurance
8. _____ Get CGL insurance
9. _____ Member Profiles fax to 281-828-9680 & 303-224-5402
10. _____ Read Policy and Procedures Manual
11. _____ Become familiar with and
12. _____ Register for Fast Track
13. _____ Register for Power Start
14. _____ Register for Leadstreet training
15. _____ Mark calendar for the next Broker/Owner quarterly luncheon
16. _____ Mark calendar for RMT Convention
17. _____ Contact our Marketing Dept. for a Press Release
18. _____ Get a copy of the Trademarks Manual and read it.
19. _____ Complete an office Service Area request form
20. _____ Billing and Budgeting Worksheet
21. _____ Square Footage method to get a ball park office fee
22. _____ Start setting up on stat 12001 officedemo
23. _____ Complete ICA and RAPP and review them with Al Leissner
24. _____ Learn to add transactions, print bill, view reports, etc.
25. _____ Add agents to the Recruiting Call Center
26. _____ Setup a Webinar for Leadstreet Training
27. _____ Update your RE/MAX office website
28. _____ Southwest Office Supplies remax
29. _____ Reliant Energy
30. _____ Lone Wolf Accounting
31. _____
32. _____ marketing
33. _____ remaxoftexas.
34. _____ ADI Leadstreet Charge $8.20
35. _____ Contact Casey Kruse about Charities
36. _____ Email the new agent processing check list
Post opening
1. _____ Have you attended Powerstart and Leadstreet training
2. _____ Have you and your agents updated your Mainstreet info.?
3. _____ Review Office Invoices
4. _____ Online Stats, Transaction Reporting
5. _____ Market Intelligence
6. _____ Do you have all your potential recruits in the Call Center
7. _____ Have you attended a Leadstreet and Design Center Webinar?
8. _____ Attend Convention, B/O Meetings
9. _____ Agent goal by the end of the year
10. _____ 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 clozenski@)
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 (al@)
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 marketing
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 (al@)
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 _______________
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