Page 250 - New Agent Binder

60 Day Success Plan

Prior to Beginning This Program

Please complete the outlined pre-work assignments before beginning the 60 Day Success Plan
to ensure you are properly prepared and ready to engage with this program.

Pre-Work Assignments

Company and Local Association
 Complete all required new licensee meetings and training required by your local and
state association.

 Complete company specific onboarding meetings and orientation training.

 Review and become familiar with all forms and processes provided by your company to
conduct real estate business.

 Order and obtain name badge, business cards and blank note cards.

REsource Center (www.bhhsresource.com)

 Login to REsource Center and become familiar with navigating the various sections,
tools and resources.

LearnCenter Pre-work Training: Enroll and complete the following:
 Complete the Quick Start Essentials (QSE) Four Step Business Plan (Quick Start Essentials tab)
or enroll and complete New Licensee Business Planning webinar scheduled monthly.

 REsource Center and LearnCenter REsource Overview (webinar, recorded session
or participant guide).
 Lead REsource – Contacts and Contract Manager (webinar, recorded session or
participant guide).

 Marketing REsource 1: Getting Started (webinar, recorded session or participant guide).

Lead REsource CRM Assignments:

 Personal Profile:
o General Tab: Verify all information is correct. Create your Signature, enter
your SMS cell phone number and select your carrier. Update and Save your
Personal and SMS information.
o Photos/Logo Tab: Upload a current professional picture.

o Calendar Tab: Select your time zone and click Save.

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