A new way to onboard agents that focuses onrecruiting, Retention and Productivity

Rapid Agent Marketing Plan for Ultimate Productivity

WORLD-CLASS TRAININGFOR REAL ESTATE PROFESSIONALS

There’s a new way to onboard agents, and it makes getting started at Keller Williams a LOT easier.

My name is Chad Peevy and I’m writing to introduce you to RAMP UP: Rapid Agent Marketing Plan for Ultimate Productivity.

After years of working with thousands of agents from Austin Southwest and other Market Centers across the country, I’ve discovered something: agents are amazing people. And when you help amazing people focus on the right things at the right time, they can do amazing things. That’s what RAMP UP is all about. RAMP UP has been designed to help you:

• Increase recruiting appointment conversions• Increase agent retention and• Increase agent productivity

This 8-week online course has been created exclusively for agents who are new to Keller Williams. Equipped with the online education experience, the accompanying workbook, a private Facebook group, and weekly live webinars, agents are guided step-by-step through the process of launching their business at the world’s largest real estate company. I’m excited to introduce this program, help your agents, and for the opportunity to partner with you! Please let me know if you have any questions. In the meantime, I am including more information about the program in this package as well as the table of contents for the course workbook. You can learn more and enroll your Market Center at TheAgentSchool.com

Chad PeevyFounder // CEO

(800) 238-1406 | TheAgentSchool.com | hello@TheAgentSchool.com

Take a look inside the program...

Workbook and Success Lists

A self-guided workbook complete with exercises, worksheets, checklists, forms and more to help

agents implement what they learn.

Private Facebook Group

Agents have access to a community from around the world, offering them the opportunity to

collaborate while building their referral network.

Gamification

Agents are encouraged to stay engaged through gamificaiton of the learning process. Agents accrue

points and redeem for products and services!

LIVE Group Discussions

Agents get guidance from marketing professionals, answers to their questions and feedback from

other agents to stay on track through the course

You know all too well that when agents first get into real estate or first join Keller Williams they can become overwhelmed, uncertain, and easily distracted — or worse, discouraged. What if your recruiting conversation could include an honest and reassuring “Don’t worry, we have a plan”? What if you could offer your agents an easy-to-follow guide to success that doesn’t eat up your staff ’s time and resources? What if you could provide your new recruits with the information they need, delivered on their schedule? RAMP UP is designed to help your new recruits

• harness the power of KW’s resources• get a plan in place that helps focus their energy, effort and expenses• get them into action quickly

RAMP UP dives into the specifics of building a database, creating and implementing an annual marketing plan, and establishing an online presence. We help them identify their ideal client profile and effectively target that client demographic. We show agents what things they need to have in place and how to go about generating new leads based on their specific DiSC profile. We help them lay the foundation for a sustainable business model. When you tell your prospects about all that KW has to offer, make sure RAMP UP is a brick in your wall of value.

MarketingFoundation

CreateCampaigns

Go Online

Farming

Listings

Tools &Leverage

RAMPED UP!

Introduction

Get Started

About You

Recruit

When someone joins your community, the first 90 days are critical.

What if we looked at agent retention like other companies look at customer retention? Is there anything to be learned from other industries? If we borrowed the “First 90 Days” concept from other industries and applied it to agents, would it disrupt the “churn” model as it exists today? If we get agents to invest time in developing the critical parts of the business right from the start, would it get them into production quicker? And if an agent is doing well, and feels supported, would they be so quick to leave a Market Center? According to Inman News, one of the main reasons agents leave their brokerage is because they feel like they are all on their own: “Where we continue to fail is after the agent is hired.”

Similarly, a survey of agents by REALTOR® Magazine found that associates don’t leave a company because of the money — they leave because they need to feel their success truly matters to their broker. Even with all the resources Keller Williams has to offer, choice fatigue can lead to stagnation. If they are overwhelmed or don’t fully understand how to navigate the resources at their disposal, agents can begin to feel abandoned by their brokerage.

After years of working with agents all over the world and at Market Center #1 in Austin, Texas, I’ve listened intently to the plights of new agents, and learned to look for opportunities to help them find their way. The solution is RAMP UP: Rapid Agent Marketing Plan for Ultimate Productivity.

With RAMP UP, your agents will benefit from a course that teaches them how to launch their business and chart a path forward. We deliver the language, systems and models of Keller Williams through a comprehensive course that gives your agents the foundation they need to realize their success in your Market Center.

Retention

RAMP UP was designed to supplement yourIgnite and Productivity Coaching Programs!

Here’s what your agents can look forward to...

8-Week RAMP UP Road Map

Agents will follow our step-by-step process, which guides them through everything they need to know to get their business up and running. We walk them through the basics like domain names and email, GPS and 4-1-1’s, DiSC based marketing plans, 8×8’s and 33-touches.

Direct Feedback

By participating in the Facebook Forum, agents are able to ask questions of other agents and our experts. They get feedback and support to guide them through the beginning stage of promoting themselves as an agent at KW.

The KW Models and Systems

RAMP UP delivers the language, systems and models of Keller Williams. This comprehensive course will give your agents the foundation they need to realize their success in your Market Center.

Weekly LIVE Masterminds

Each week, agents will have an opportunity to hear from our experts and other agents about the weekly activities on a LIVE webinar. Agents may also have the opportunity to share their experiences.

Supportive Community

Get advice, feedback, motivation and support from an active community of fellow agents and experts who will keep you on track and motivated!

Accountability

Our program is setup to provide your agents with accountability each week. Our progress reports and accountability partner program will encourage agents to stay on track – and make progress toward their first transaction at KW.

For many agents, starting their own business can feel like drinking from a fire hose. That feeling is shared by both new and experienced agents.

Keller Williams has so much to offer.

Where do they start? What route do they take?

Information overload can lead to choice fatigue and stagnation. With RAMP UP, you can empower your agents with the tools they need to immediately get their business launched. We take your agents through the process step-by-step to streamline onboarding and get them into massive action, quickly. RAMP UP is an 8-week online learning experience where agents learn how to:

• Create an annual marketing plan• Define and find the ideal client• Prioritize marketing activities• Write 8x8’s that convert• Promote a business online• Find new clients and nurture existing ones• Gain a deeper understanding of the MREA’s marketing principles• and much more!

Designed to be an 8-week experience, agents have the ability to learn on their own time, at their own pace. Agents are also provided the opportunity to be part of a supportive community, where they can get advice, feedback, and motivation from fellow agents around the country who are going through the same experience. Our progress reports and accountability partner program will encourage agents to stay on track — making progress toward their first transaction at KW. RAMP UP teaches agents how to launch their business online and offline. We guide them through everything they need to know to get their business up and running — from getting their KW technology set up, purchasing a domain and building a database. We walk them through the basic Kellerisms (GPS, 4-1-1, 8x8’s and 33-touches) and how to market from their personality assessments, reinforcing that the key to success is doing what they do best. By the end of the program, your agents will be well on their way to closing their first transaction and will have a strong marketing plan to follow through the year. Our goal is to make sure your agents get productive, and stay productive.

Productivity

What could an investment in increased recruiting conversion, improved retention numbers and increased productivity mean for the bottom line at your Market Center? RAMP UP has been designed to help you address each of these meaningful areas. The pricing structure for your Market Center Membership has been created to help you maximize that bottom line. After all, if there’s an investment, there should be a return.

What’s the opportunity? Well, what if you improved….

• Recruiting conversion by 6%?• Retention by 5%?• Productivity by 3%?

Even slight improvements in these areas can translate to a major boost to your bottom line. Here are a few ideas for your consideration to help you cover your membership dues:

• Sponsorship from your partner mortgage, title or warranty company (we can even offer you custom collateral to highlight their contribution)

• Agent reimbursement at closing• Add to agent onboarding fees • Excess E&O dollars• ALC fund• Training fund

• Enroll up to 5 agents per month: $500 /month• Enroll up to 12 agents per month: $1,000 / month• Enroll up to 20 agents per month: $1,500 / month• Enroll unlimited agents per month: $2,000 / month

Your RAMP UP Investment

Membership Options

Signup today at:TheAgentSchool.com

~ Former GE CEO, Jack Welch

check out the Table of Contents from the RAMP UP workbook

“You’re going to be defined by your first 90 days.

You’ve got to act!”

INTRODUCTION

Welcome from Chad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Introduction success list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Life vision exercise . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12How this works . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Welcome to the group! . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15The Monthly Activities Planner (M .A .P .) . . . . . . . . . . . . . . . . . . . . . . . . . 16Set up your calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Time blocking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16CGI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Your first M .A .P . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17

WEEK 1: GET STARTED

Week 1 success list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Pick an accountability partner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Create a password vault . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22Get a personal domain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22Professional biography . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Professional biography sample . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24Professional headshot . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25KW tech setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26Your email signature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27Pull together your database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Meet your Market Center staff . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29Progress metrics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30Accountability partner action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

WEEK 2: LET’S TALK ABOUT YOU

Week 2 success list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Define your value proposition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34Write your introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Create value by creating alignment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Define your client needs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Define your service and benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39Ideal client profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40Announcement to your inner-sphere . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41Meet your ALC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

~ Former GE CEO, Jack Welch

check out the Table of Contents from the RAMP UP workbook

“You’re going to be defined by your first 90 days.

You’ve got to act!”

Feed your database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43Shadow an open house . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44Property profile form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

WEEK 3: MARKETING FOUNDATION

Week 3 success list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49Take a DiSC personality assessment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50Disc validation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51DiSC informed marketing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52List, Prioritize, Focus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53Create your GPS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Announcement to outer-sphere . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55Host an open house . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56Open house checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

WEEK 4: CREATE CAMPAIGNS

Week 4 success list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63Marketing language at KW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64The 7 C’s . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64Conversion Campaign (8x8) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64Long Term Nurture Campaign (33-touch) . . . . . . . . . . . . . . . . . . . . . . . . . . . 64Campaign flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64Ideal client life-cycle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65Buyer conversion campaign worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66Seller conversion campaign worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67My annual planner worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68Campaign flow chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69Meet two new people in your Market Center . . . . . . . . . . . . . . . . . . . . . . . . .71

WEEK 5: GO ONLINE

Week 5 success list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75Online presence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76Create your Facebook business page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76Share your KW mobile app . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77The 5-3-2 rule of Facebook posting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78Social media tracker sheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79Meet 2 new people in your Market Center . . . . . . . . . . . . . . . . . . . . . . . . . . . 80Add 10 to database (new ideas) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

WEEK 6: FARMING

Week 6 success list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83Farming . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84Branding decision . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85Meet the title company representative . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

WEEK 7: LISTING PRESENTATION

Week 7 success list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .91Listing presentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92Listing presentation script practice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93Check in with Team Leader . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95My GPS (revisit and update) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

WEEK 8: TOOLS & LEVERAGE

Week 8 success list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99Get plugged-in at KW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100Meet 2 new people at Market Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .101Database management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .101Database management tool evaluation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .101Get plugged-in at KW chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103M .A .P . (3) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

SET YOUR INTENTION

Declare your intention . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

KELLER-ISMS REFERENCE GUIDE

Keller-isms dictionary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

RAMP UPHERE ARE JUST A FEW REASONS

WHY YOUR MARKET CENTER NEEDS

OUR TEACHING PRINCIPLES

• Creates leverage for your staff - saving time and money• Great for dual career agents - online access allows for learning at the time and place of their choosing• Allows agents to get engaged on their first day - no waiting for a class offering to roll around• Progress reports keep you up-to-date on agent engagement• Amazing tool for recruiting• RAMP UP focuses on teaching agents how to get buyers and sellers• Agents get immediately connected to a community of peers• RAMP UP is action-based - they are assigned activities that create good habits that lead to productivity• Demonstrates your commitment to technology in your Market Center• Comprehensive agent training that is consistent and measurable• Most advanced online learning platform for real estate agents on the market• Allows you to get feedback from your new recruits during their first 8-weeks at your Market Center• Facilitates positive interactions, allowing agents build a community of referrals and a lifetime of connections

Honor Your JourneyLearning Should Have Measured Outcomes

Accountability Leads to ResultsAlways Move Fearlessly

Teach for Multiple Learning StylesMindset Matters

CREATE A SEAMLESS ONBOARDING EXPERIENCE!When you add KW Tech Setups from The Flyer Box Club to your RAMP UP membership from The Agent School, you create a a comprehensive and seamless onboarding experience for your Market Center.

KW Tech Setups from The Flyer Box Club include 100+ steps done for the agent, including:• White Pages setup and profile completed• Activate KW email address• Setup KW Mobile App and show agent how to share with clients• Setup eEdge marketing platform and launch touch campaign• Launch Placester Website• Activate and configure DotLoop• Setup KW Connect Profile• Forward personal domain to website• Assistance available for professional biography• Free KW tech support

Visit TheFlyerBoxClub.com to preview our easy-to-use onboarding website.

KW TECH SETUP ADD-ON PRICING•  KW Tech Setups for less than 10 agents per month: $125 / month•  KW Tech Setups for more than 10 agents per month: $225 / month

CONTACT US AT 800.238.1406 FOR A PRIVATE DEMO OR ALC PRESENTATION

1801 S. Mopac, Ste 100 | Austin, Texas 78746(800) 238-1406 | TheAgentSchool.com | hello@theagentschool.com

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