Your Onboarding Team
Aaron Bond
Broker
Sarah DuLac
Executive Assistant
Virginia Bond
License Partner
Sarah DuLac
Executive Assistant
sarah.dulac@evrealestate.com | 419-583-6216
Sarah is ready to assist you with onboarding, administrative processes, as well as brand and shop systems.
Your first meeting will take place on your first day. The following systems will be reviewed:
- Coaching Chatspace - EV Email and Email Signature - Shared Drive - Training Calendar
- World IPS - EV CRM Login
For this meeting you will need to be at your laptop, and you will do a screenshare.
Sarah DuLac
Executive Assistant
sarah.dulac@evrealestate.com | 419-583-6216
In your second meeting we will do an indepth training on our transaction management system, Brokermint.
Prior to the meeting please review the following videos:
Sarah DuLac
Executive Assistant
sarah.dulac@evrealestate.com | 419-583-6216
In your second meeting we will go over the marketing systems and templates used by E&V and EV TD. This will include:
- Brand Central - Canva Create - E&V TD Listings for All Folder
Marketing Compliance Files:
Your final meeting will be with Virginia Bond, our License Partner. She will discuss your business and marketing plan, as well as train on EV CRM.
Review the following videos in Academy and files to be as efficient as possible:
- Getting Started with EV CRM Import Sample File
- E&V CRM - 01 Getting Started
- E&V CRM - 02 Being Effective and Efficient
- E&V CRM - 03 Automation and Smart Plans
- E&V CRM - 04 Email Templates
- E&V CRM - 05 Automated Engagements
- E&V CRM - 06 Landing Pages and Lead Generation
- E&V CRM - Smart Plan Application Conditions
- 2024 Economic Spreadsheet & Tom Kuntz (Merged) Business Planning Spreadsheet:
- How to Use the Economic Spreadsheet
- How to pull your production from MLS
- 2024 Marketing Plan (Advisor) MASTER (Make a Copy) Refined
- 2024 Make a Copy 2024 Farming Spreadsheet #’s Prep
Click here to schedule with Virginia.
E&V Tampa Downtown Advisors - Follow On Social Media
Aaron Bond
Broker
Britany Hannaman
Christine Gallo
Vendor Referrals and Resources
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