welcome...
TRANSCRIPT
![Page 1: WELCOME [training.xclusivehomesrealty.com]training.xclusivehomesrealty.com/wp-content/uploads/2018/...• Insightly • Property Base • Realty Juggler • Top Producer • Wise Agent](https://reader034.vdocuments.mx/reader034/viewer/2022042411/5f2a11d25a6f393d5141458c/html5/thumbnails/1.jpg)
S
XCLUSIVE HOMES
WELCOME
![Page 2: WELCOME [training.xclusivehomesrealty.com]training.xclusivehomesrealty.com/wp-content/uploads/2018/...• Insightly • Property Base • Realty Juggler • Top Producer • Wise Agent](https://reader034.vdocuments.mx/reader034/viewer/2022042411/5f2a11d25a6f393d5141458c/html5/thumbnails/2.jpg)
Building and Managing a virtual office
![Page 3: WELCOME [training.xclusivehomesrealty.com]training.xclusivehomesrealty.com/wp-content/uploads/2018/...• Insightly • Property Base • Realty Juggler • Top Producer • Wise Agent](https://reader034.vdocuments.mx/reader034/viewer/2022042411/5f2a11d25a6f393d5141458c/html5/thumbnails/3.jpg)
What is a virtual Office?
The ability to create a business presence anywhere you want or
happen to be
Similar Terms: Remote Office Mobile Office
![Page 4: WELCOME [training.xclusivehomesrealty.com]training.xclusivehomesrealty.com/wp-content/uploads/2018/...• Insightly • Property Base • Realty Juggler • Top Producer • Wise Agent](https://reader034.vdocuments.mx/reader034/viewer/2022042411/5f2a11d25a6f393d5141458c/html5/thumbnails/4.jpg)
What it Actually Looks Like
![Page 5: WELCOME [training.xclusivehomesrealty.com]training.xclusivehomesrealty.com/wp-content/uploads/2018/...• Insightly • Property Base • Realty Juggler • Top Producer • Wise Agent](https://reader034.vdocuments.mx/reader034/viewer/2022042411/5f2a11d25a6f393d5141458c/html5/thumbnails/5.jpg)
UPSIDE: Mobility
Flexibility $$$
DOWNSIDE: Quality Assurance
Motivation Team Building
![Page 6: WELCOME [training.xclusivehomesrealty.com]training.xclusivehomesrealty.com/wp-content/uploads/2018/...• Insightly • Property Base • Realty Juggler • Top Producer • Wise Agent](https://reader034.vdocuments.mx/reader034/viewer/2022042411/5f2a11d25a6f393d5141458c/html5/thumbnails/6.jpg)
What do you need to run your business from home?
• Email • Phone • Instant Messaging • Virtual Conferencing • Calendars
• Document Storage • Electronic Signature
![Page 7: WELCOME [training.xclusivehomesrealty.com]training.xclusivehomesrealty.com/wp-content/uploads/2018/...• Insightly • Property Base • Realty Juggler • Top Producer • Wise Agent](https://reader034.vdocuments.mx/reader034/viewer/2022042411/5f2a11d25a6f393d5141458c/html5/thumbnails/7.jpg)
Email Options • Dedicated Email Server • GoDaddy or Domain Host-based email • Gmail • Google Apps for Business
Additional helpful tools •Boomerang
• Gorgias • Gmerge Alpha
• MailMerge Google Application • MailChimp
![Page 8: WELCOME [training.xclusivehomesrealty.com]training.xclusivehomesrealty.com/wp-content/uploads/2018/...• Insightly • Property Base • Realty Juggler • Top Producer • Wise Agent](https://reader034.vdocuments.mx/reader034/viewer/2022042411/5f2a11d25a6f393d5141458c/html5/thumbnails/8.jpg)
Phone
• Hardline • Toll Free
• Cellphone • Google Voice
![Page 9: WELCOME [training.xclusivehomesrealty.com]training.xclusivehomesrealty.com/wp-content/uploads/2018/...• Insightly • Property Base • Realty Juggler • Top Producer • Wise Agent](https://reader034.vdocuments.mx/reader034/viewer/2022042411/5f2a11d25a6f393d5141458c/html5/thumbnails/9.jpg)
Instant Messaging
The new standard for quick communication • Gchat/Hangouts • Skype • FaceBook Messenger • AIM • HipChat • Zopim
Benefits: • Searchable
• Less Interruption • Faster
![Page 10: WELCOME [training.xclusivehomesrealty.com]training.xclusivehomesrealty.com/wp-content/uploads/2018/...• Insightly • Property Base • Realty Juggler • Top Producer • Wise Agent](https://reader034.vdocuments.mx/reader034/viewer/2022042411/5f2a11d25a6f393d5141458c/html5/thumbnails/10.jpg)
(Virtual) Conferencing
Face-to-Face meetings are still a necessary part of business!
• Physical Meeting Space: Flex Office Space
Office Coffee Shop
• Virtual Meeting Space: Skype
Google Hangouts GoToMeeting
Facebook? YES Facebook!
![Page 11: WELCOME [training.xclusivehomesrealty.com]training.xclusivehomesrealty.com/wp-content/uploads/2018/...• Insightly • Property Base • Realty Juggler • Top Producer • Wise Agent](https://reader034.vdocuments.mx/reader034/viewer/2022042411/5f2a11d25a6f393d5141458c/html5/thumbnails/11.jpg)
Calendars
• Shared Calendars / Personal Calendars • Public Calendar Events • Google Calendars • Outlook Calendars
![Page 12: WELCOME [training.xclusivehomesrealty.com]training.xclusivehomesrealty.com/wp-content/uploads/2018/...• Insightly • Property Base • Realty Juggler • Top Producer • Wise Agent](https://reader034.vdocuments.mx/reader034/viewer/2022042411/5f2a11d25a6f393d5141458c/html5/thumbnails/12.jpg)
Document Storage
Storage Options: - Filing Cabinet
- Cloud Cloud Storage
- DropBrox - Google Drive
- Amazon - Cubby
Physical Backups!!! Other things to consider: Online/Offline Access
![Page 13: WELCOME [training.xclusivehomesrealty.com]training.xclusivehomesrealty.com/wp-content/uploads/2018/...• Insightly • Property Base • Realty Juggler • Top Producer • Wise Agent](https://reader034.vdocuments.mx/reader034/viewer/2022042411/5f2a11d25a6f393d5141458c/html5/thumbnails/13.jpg)
Signatures
• Scanned Paperwork - Scanner - Phone - CamScanner
• DocuSign • HelloSign • SIGNificant • Dotloop
![Page 14: WELCOME [training.xclusivehomesrealty.com]training.xclusivehomesrealty.com/wp-content/uploads/2018/...• Insightly • Property Base • Realty Juggler • Top Producer • Wise Agent](https://reader034.vdocuments.mx/reader034/viewer/2022042411/5f2a11d25a6f393d5141458c/html5/thumbnails/14.jpg)
Additional Useful Tools
• Virtual Office • Virtual Assistant
• CRM
![Page 15: WELCOME [training.xclusivehomesrealty.com]training.xclusivehomesrealty.com/wp-content/uploads/2018/...• Insightly • Property Base • Realty Juggler • Top Producer • Wise Agent](https://reader034.vdocuments.mx/reader034/viewer/2022042411/5f2a11d25a6f393d5141458c/html5/thumbnails/15.jpg)
Virtual Office Services
• Call Handling • Mail Service • Office Space • Etc
Companies that have dedicated Virtual Office Solutions:
• Regus.com
![Page 16: WELCOME [training.xclusivehomesrealty.com]training.xclusivehomesrealty.com/wp-content/uploads/2018/...• Insightly • Property Base • Realty Juggler • Top Producer • Wise Agent](https://reader034.vdocuments.mx/reader034/viewer/2022042411/5f2a11d25a6f393d5141458c/html5/thumbnails/16.jpg)
Virtual Assistant
• Assign ongoing and custom projects to an online digital assistant • Generally not a front-facing individual • Charts, reports, emails, marketing, social media • Do not assign accounting work or anything with secure data
![Page 17: WELCOME [training.xclusivehomesrealty.com]training.xclusivehomesrealty.com/wp-content/uploads/2018/...• Insightly • Property Base • Realty Juggler • Top Producer • Wise Agent](https://reader034.vdocuments.mx/reader034/viewer/2022042411/5f2a11d25a6f393d5141458c/html5/thumbnails/17.jpg)
CRM Customer Relationship Management
So Many Options! • Contactually • Insightly • Property Base • Realty Juggler • Top Producer • Wise Agent
![Page 18: WELCOME [training.xclusivehomesrealty.com]training.xclusivehomesrealty.com/wp-content/uploads/2018/...• Insightly • Property Base • Realty Juggler • Top Producer • Wise Agent](https://reader034.vdocuments.mx/reader034/viewer/2022042411/5f2a11d25a6f393d5141458c/html5/thumbnails/18.jpg)
CRM
Automation is what CRM’s are all about: • Client and Lead Management • Follow up Reminders • Time Management • Email templates and Drip Marketing • Web Design and Maintenance • Accounting
![Page 19: WELCOME [training.xclusivehomesrealty.com]training.xclusivehomesrealty.com/wp-content/uploads/2018/...• Insightly • Property Base • Realty Juggler • Top Producer • Wise Agent](https://reader034.vdocuments.mx/reader034/viewer/2022042411/5f2a11d25a6f393d5141458c/html5/thumbnails/19.jpg)
Hardware
What do you need to work from home? • Computer & Reliable Internet
That’s it!
![Page 20: WELCOME [training.xclusivehomesrealty.com]training.xclusivehomesrealty.com/wp-content/uploads/2018/...• Insightly • Property Base • Realty Juggler • Top Producer • Wise Agent](https://reader034.vdocuments.mx/reader034/viewer/2022042411/5f2a11d25a6f393d5141458c/html5/thumbnails/20.jpg)
Mentality – No Perfect Recipe
• Self-Disciplined • Motivated
• Time-management skills • Tech Forward
• Willing to learn • Communicates well
• Can separate work and personal life • Likes to stay busy
![Page 21: WELCOME [training.xclusivehomesrealty.com]training.xclusivehomesrealty.com/wp-content/uploads/2018/...• Insightly • Property Base • Realty Juggler • Top Producer • Wise Agent](https://reader034.vdocuments.mx/reader034/viewer/2022042411/5f2a11d25a6f393d5141458c/html5/thumbnails/21.jpg)
Best Practices
• TATS – Today’s Accomplished Tasks • Weekly Team Meetings and Monthly
company-wide Meetings • Make sure you have a dedicated (quiet) home office space and enough internet
bandwidth to support their job
![Page 22: WELCOME [training.xclusivehomesrealty.com]training.xclusivehomesrealty.com/wp-content/uploads/2018/...• Insightly • Property Base • Realty Juggler • Top Producer • Wise Agent](https://reader034.vdocuments.mx/reader034/viewer/2022042411/5f2a11d25a6f393d5141458c/html5/thumbnails/22.jpg)
Best Practices…
• Establish a daily routine • Put in daily/regular face-time with your team • Keep work out of your home-life • Get fresh air- take regular breaks
![Page 23: WELCOME [training.xclusivehomesrealty.com]training.xclusivehomesrealty.com/wp-content/uploads/2018/...• Insightly • Property Base • Realty Juggler • Top Producer • Wise Agent](https://reader034.vdocuments.mx/reader034/viewer/2022042411/5f2a11d25a6f393d5141458c/html5/thumbnails/23.jpg)
Overview
• Understand what your technology infrastructure is and make sure your full
team uses the same tools • Communication is key to a successful
remote environment • Automate as many tools as possible and
create daily routines • Remote infrastructure is not the right
solution for everyone.
![Page 24: WELCOME [training.xclusivehomesrealty.com]training.xclusivehomesrealty.com/wp-content/uploads/2018/...• Insightly • Property Base • Realty Juggler • Top Producer • Wise Agent](https://reader034.vdocuments.mx/reader034/viewer/2022042411/5f2a11d25a6f393d5141458c/html5/thumbnails/24.jpg)