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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