Welcome to StepUP! Realty ONE Group's step-by-step Affiliate onboarding program.
The purpose of this program is to assist you in setting up and launching your new Realty ONE Group franchise. The sequence and importance of each meeting may differ depending on your specific needs. You have the flexibility to arrange the meetings in a way that best suits you. While all meetings are not mandatory, we strongly recommend working with our onboarding team to make the process as smooth as possible.
It's time to start setting up your Realty ONE Group business. We've provided you with a checklist of critical items to ensure you're on the right track before you go through the StepUP! Onboarding Program.
Click the image on the left to access the checklist.
TABLE OF CONTENTS
Access the StepUP! Timeline from the menu bar to get a high-level overview of what the onboarding program will look like from start to finish.
Follow along below to see what each meeting will be about, the collateral you will recieve, and the action steps you need to take to have a successful and seamless onboarding experience.
MEETING WITH
Jenn & Kevin
SUMMARY
This first meeting is to lay out the schedule for what your onboarding will look like, schedule the first 3 meetings and begin the conversation of setting up your Soft Launch date.
In our first meeting, we will introduce you to the StepUP! Onboarding Program. We will begin to lay out the schedule and hand over the first important documents that need to be filled out to start your journey.
The LeadUP! Calendar outlines where and when Realty ONE Group will be hosting LeadUP!
The Affiliate Information Sheet begins the process of stepping up your profile with Realty ONE Group International
The StepUP! Checklist outlines the process to set up your company
COLLATERAL
StepUP! Booklet
ACTION
Complete Affiliate Information Sheet: ROGEC and return
Review Business Setup Checklist
Review Soft Opening Letter
DOCUSIGN
After this meeting, you will receive:
MEETING WITH
Loveleen
SUMMARY
Realty ONE Group is excited to show you the start of your marketing journey! Our Head of Marketing will be your strategic guide and equip you with all the necessary knowledge and tools to get fully started. Learn things like branding, social media best practices and guidelines, and explore our powerful marketing tools & technology for your franchise.
We are confident that these resources will give you the upper-hand to have a successful start towards building your franchise and maximize engagement with your audience. Get ready to make an impact in your area and go the extra mile with our cutting-edge technology and modern marketing solutions. With us at the helm, you’ll be UNstoppable!
COLLATERAL
ACTION
Setup Social Accounts
Purchase Domains
Prepare for Video Testimonial (Samples)
Decide on Soft Opening Date
MEETING WITH
Nick
SUMMARY
We want to make sure that you are well on your way to setting up and registering your Brokerage and setting up your Pricing Plans. We will discuss the 100% commission business model and share with you the templates and examples of what a comprehensive plan might look like. We will also begin the discussion for your location selection and approval process.
COLLATERAL
ACTION
DOCUSIGN
After this meeting, you will receive:
MEETING WITH
Vicki & Harrison
SUMMARY
This is an extremely important part of converting your existing brokerage to a Realty ONE Group brokerage. We want to go over the process options and provide support and suggestions. Agent retention, satisfaction, and excitement are the goals we outline in this meeting.
COLLATERAL
MEETING WITH
Vicki & Harrison
SUMMARY
Once we have received your “Pricing Plan Template”, our CEO, President and Director of Operations will go over your Agent pricing model in detail, answer any questions and offer any advice. We want to make sure you are well on your way to setting up all operational requirements for your franchise in preparation of your soft opening.
COLLATERAL
List of CREA Resources (For FINTRAC Compliance Setup)
ACTION
Complete Affiliate Information Sheet: ROGEC and return
Review Business Setup Checklist
Review Soft Opening Letter
DOCUSIGN
After this meeting, you will receive:
MEETING WITH
Nick
SUMMARY
Our Head Administrator and Director of Operations will guide you on your back end setup and training journey. We will discuss and understand backend options, volume, provide a sample trade record sheet and pricing for optional backend management services.
PREREQUISITE
Your pricing plan needs to be approved prior to this meeting.
ACTION
Setup first AccountTech meeting
Agent List
MEETING WITH
Kevin
SUMMARY
Our Director of Customer Success will go through zONE to demo how to get your Agents ready in the system and to discuss your training schedule for core products. Have a member of your team ensure all agents are added into zONE.
ACTION
Add Agents to zONE
Schedule training sessions for core products after soft open date.
MEETING WITH
Loveleen
SUMMARY
Grand Opening is the big day you've been waiting for - the launch of your business! We have put together an exciting checklist that our Head of Marketing, along with our Director of Operations will guide you through.
From preparing promotional materials and creating engaging content to finalizing all of your planning groundwork, let us take the stress out of this milestone event. Got questions? Get answers - we’ll be there to provide advice and suggestions every step of the way! Make sure you're ready to create an UNforgettable experience for your customers and take your business to greater heights.
COLLATERAL
Invite Templates
ACTION
Invite Local Dignitaries, Media & Community Figures
Send out all Invites
Build Social Media Presence
Prepare Press Release Blurb (“About Us”).
Setup ONE Suite Brokerage Website
Decide on Grand Opening Date
DOCUSIGN
After this meeting, you will receive:
MEETING WITH
Kevin
SUMMARY
Once you have soft opened, you will get access to your systems and tools. At this point, we will coordinate training with your team to go through:
ONE Login
ONE Suite
ONE University
ONE App
ONE Design, ONE Shop & Creative Studio
ACTION
Ensure Agents are added into zONE to have their user accounts created. (This will grant them access to the systems and tools.)
Reminder: Fill out MLS Data Sheet if you haven’t done so already.
MEETING WITH
Nick
SUMMARY
Our Head Administrator and Director of Operations will set you up on Skyslope and give you your initial training on the system.
COLLATERAL
MEETING WITH
Jenn
SUMMARY
Our Director Of Franchise Development will check in to see how the Onboarding is going.
MEETING WITH
Loveleen
SUMMARY
Our Head of Marketing will go over the media requirements for the Grand Opening and go over the final details for the day of the event.
COLLATERAL
ACTION
Book Photographer for the Event
Create event on Facebook & Eventbrite
Create an ad to promote the event
MEETING WITH
Jenn
SUMMARY
The Finish Line is in sight, we just want to make sure all the boxes are checked and questions answered!
MEETING WITH
Vicki & Harrison
SUMMARY
Our Director of Operations will introduce you to our added revenue opportunities such as the Mentorship Program and the Marketplace. We’ll also discuss our coaching certification program, CoachUP! and Commission Advance.
COLLATERAL
Mentorship Program Pricing
Mentorship Collateral Folder
Marketplace Information
Commission Advance