METALIOS TEAM ONBOARDING

Here are a few introductions if you don't know us already :) You'll see these names often & talk to everyone throughout your on-boarding.

• Joy Metalios: our managing director

• Danny Arroyo: our COO & Sales Manager -danny@metaliosteam.com 

• Arielle McGregor:  Joy's Assistant and an Agent too

• Leah Arvoy: our transaction coordinator - clientcare.metaliosgroup@gmail.com 

• Eloise DeVary: our digital marketing manager

• Tausha Fournier: our team coach

Please fill out this google form with some personal and fun information for us to learn about you! 

OFFICE WIFI

Network: Metalios Group

Password: M3t@L10s

Houlihan Lawrence Greenwich Office

Houlihan Lawrence

2 Sound View Drive

Greenwich 06830

203-869-0700

REB 0751603

Office Manager: Chris Meyers chrismeyers@houlihanlawrence.com 

Administrative Assistant: Agnes Hamilton ahamilton@houlihanlawrence.com 

Set Up & Login

We have created an email address for you (firstname@metaliosteam.com), and we have sent a login link w/ a temporary password to your current personal email address. If you have not received this email, reach out to danny@metaliosteam.com.

Turn on Email Forwarding

If you have another Gmail account that you have previously done business on, and you wish to consolidate your emails into one account, make sure to turn on email forwarding so you don't miss those messages and everything is consolidated. Instructions here: directions

GMAIL SET UP

Set Up Email Signature

• Set up your Metalios Team, Houlihan Lawrence, Follow up Boss and personal email with your email signature.

• Instructions on how to create your Gmail signature here

• To make your signature on FUB, navigate to 'my settings' and scroll down to signature

• Please use below format with your info filled in.

'Name'

Licensed Real Estate Salesperson (put states here if you are licensed in 2 or more states. ie CT, NY)

The Metalios Team at Houlihan Lawrence - 

#1 Large Team in Connecticut, Real Trends, 2021, 2022, 2023, 2024, 2025

Email

FUB Cell Phone Number

Add Headshot Photo*

*If you don't have your headshot, do not worry about adding to signature yet

VERY IMPORTANT:  

ONLY put your FUB phone number on the signature pages, on any business cards that you get, and on all email, text, etc. communication to clients.  Do NOT ever put or use your personal cell phone.  This is critical as ALL calls must go through FUB so that a history of communication is maintained.  The FUB app works just the same as your phone, so please do not bypass this.  Any questions, training, etc. that you have or require, please reach out to us.

Please create a bio about yourself and send it to danny@metaliosteam.com  (to be put on the website) 

Sample Bios

NOTE: If you aren't comfortable writing your own bio, use ChatGPT or Claude to help. 

We use Slack as our preferred communication, especially now with remote work!  It's quick, instant, and searchable. Wait, what the heck is Slack? 

Slack is an instant messaging app that you'll download to your computer and phone.  You can attach documents, send instant notifications, communicate QUICKLY, and keep your work separate from your personal life. 

You should have received a link to your Email

With Slack you'll be able to check back in for anything work related at any time. 

Please make sure your notifications are enabled!

Once you have joined slack, please contact Leah at clientcare.metaliosgroup@gmail.com to ensure you are added to the relevant channels!

Make sure to download the Slack app on your phone.

Ok, sounds great.. but how do I use it? 

Click the below to download & check out how we use it!  You can also check out their website tutorials) - you'll be a pro in no time! Link here

We have a photographer we work with in Greenwich that will do your headshots. We ask that you schedule these headshots within the first two weeks if possible. 

NOTE: All agents pay for the photos and if you are support staff, speak to Client Care to determine if Joy is paying.

If you'd like to use an existing headshot, please make sure it is in front of a plain white backdrop.

TO SET UP YOUR HEADSHOT

• Call our photographer, Cara Gilbride, to get your team photo and headshot taken. The photo costs approximately $185+ tax including retouching. Set up payment with her.

Cara Gilbride 203-550-0867 https://callalilystudios.com/ 

• Please send your headshot & title to Leah at clientcare.metaliosgroup@gmail.com and Arielle at arielle@metaliosteam.com & Danny danny@metaliosteam.com 

• NOTE:

  • For the actual photos themselves, you should wear a black top 

TO ORDER BUSINESS CARDS

• When your headshots come in, you will need to order business cards!

• Contact Danny Arroyo at danny@metaliosteam.com for details on how to order!

If you haven't seen our awesome office wall yet, we have an entire space in our office with everyone's photos - friends, family, pets... you name it, we want it! 

Please send Leah (clientcare.metaliosgroup@gmail.com) and Arielle (arielle@metaliosgroup.com):

• Your name (what you'd like to be called)

• 2 photos of you showing off your #bestlife!

These photos will be added to our fun Mixtiles wall!

Phone Set-Up  (for agents & ISAs only)

SET UP VOICEMAIL

*Please use Name & mention The Metalios Team at Houlihan Lawrence.

UPDATE YOUR PHONE BUSINESS CARD

We'll need you to update your "card" on your iPhone. This will enable your job & company info to show when you cold call or call leads back.  They'll be more likely to answer seeing that it's real estate related, and not spam! 

How to set up (iPhone only):

1. Open up Contacts

2. Click your name at the top, where it says “My Card”

3. Top Right corner hit edit...

4. Add your headshot

5. Input your full name and company (Metalios Team at Houlihan Lawrence) 

6. Scroll to the bottom and hit the add field → click Job Title → now add in ‘Real Estate Agent’ etc.

7. Add phone, email

8. Add URL: metaliosteamrealestate.com

9. Add office address

10. Add Social Profile: add any of your social!  If you click the green + you can add a new one…. Facebook, LinkedIn…. and **if you click the “>” next to one of them, you can click ‘add a custom service’ to add a link to your Instagram, Zillow, etc! 

11. Scroll down to the bottom you can press ‘add field’ - to add your job title)

12. Add any notes you feel are important. 

Once finished, you can then SHARE contact (scroll down on your card) to send to any clients, so when you give them a callback, they have your number! 

These are some websites you'll be using frequently as an agent & ISA.

Houlihan Lawrence Greenwich-

Follow Up Boss

Metalios Team

Showing Time 

Tom Ferry - Revii

Zillow Premier Agent 

Admin & Transaction Coordinators

Trello - this is a site we use to organize our team & property information.

Canva - this is what we use to create our marketing materials.

Please download on your phone, and bookmark on your computer, all of these apps, and familiarize yourself with how to use them.

• Houlihan Lawrence Hub - This is how you access your Skyslope, HL email... 

• Zillow Premiere Agent - Create an account and download it on your phone as well

• Metalios Team - Bookmark our team website (Our new website is under development)

• Follow Up Boss 

• You Tube Metalios Team Channel - Download youtube and follow our channel! Check out some of the videos we have.

• Houlihan Lawrence Greenwich - Bookmark our brokerage website

• FlexMLS - Once you are signed up with the Greenwich MLS, you will have a login to use this app.

•  Skyslope - Once you have your Houlihan Lawrence log in information you will use that for Skyslope.  Skyslope is the platform HL uses for all documents.

•  Google Drive - This link will show you how to use your google drive. Make sure to download the app to your phone.

•  Google Calendar - This link will show you how to download google calendar to your phone.

•  Trello - Sign up, Continue with Google. Then email Leah to invite you into the Metalios Group boards.

SOCIAL MEDIA 101

AGENTS & ISAs ONLY

Please create your own accounts for the below 

(please be mindful of posts now that you're affiliated with a larger team).

Connect with us on Instagram: @metaliosteam

Connect with us on LinkedIn: https://www.linkedin.com/company/the-metalios-group-real-estate

*Please always tag and hashtag The Metalios Team (@metaliosteam, #metaliosteam, #metaliosteamrealestate). Our marketing team will be instantly notified and we will re-post everything on our own pages for you!

1. Instagram

2. Facebook

3. LinkedIn
   
   

• *Please update Bio for each (*title* at Metalios Team at Houlihan Lawrence, #1 Team in Greenwich), and add headshot.

• Connect w/ whole team & Tom Ferry + community on all platforms.

Trello is a very important tool for resources from paperwork, logos, photos, and listing information. 

Set up your trello account at Trello Sign Up. Then download the app on your phone. 

Once you have downloaded Trello, email Leah at clientcare.metaliosgroup@gmail.com to invite you into all of the boards.  

Here's HOW TO USE TRELLO

Metalios Listings:  This board contains all of our listings in their various stages.

Metalios Buyers:  This board keeps track of our buyers in various stages.

Metalios Rentals:  Board for Landlords and tenants.

Metalios Group: Board that has our photos, logos, agent resources, marketing materials, etc.

AGENTS ONLY: Zillow Premier Agent and Flex program

You need to familiarize yourself with Zillow... both the retail side that the client sees AND the Agent Zillow Premier app after you have downloaded it.

https://www.zillow.com/premier-agent/ -Use this link to create your Zillow Premier Agent Account

For Agents, you'll need to set up a Zillow profile (you'll need your CT license #).

Then talk to Danny and he'll invite you to the team.

Finally, Danny will get your Zillow account linked to your Follow Up Boss (FUB) account.

At some point you'll introduce yourself to our Zillow rep and send him your headshot to be included in Joy’s team. He will need your license number if you are an agent.

Monday-Friday The Metalios Team huddles at 9am, to talk for 15 minutes on a different topic.  Immediately after our huddle, we go into break out rooms to practice role plays.  

Please email Leah at clientcare.metaliosgroup@gmail.com and ask her to invite you into the calendar for the huddle zoom sessions (she may have done this already).  

Mondays:  Weekend Wins

Tuesdays:  Affirmations & Gratitude

Wednesdays: Role Play

Thursday: Stump the Chump

Friday:  Friday Facts

Danny will meet with you once a week for 15 minutes to review your sales needs. Contact Danny at danny@metaliosteam.com to set up a one on one time as well! Ask any questions you might have at this point!

If you're joining the Metalios Team as an admin/support/ISA/management position, you will need to fill out a timesheet for a 2 week period and then email it to Steve Metalios (Joy's husband, Business Partner, and Accountant).

ISA's will also fill out a timesheet for actual hours spent dialing as an ISA, as well as on a weekly basis submit to Danny your hours and the names of any leads where an appointment was set up by you for an Agent (or transferred to an Agent and an appointment was immediately set up).

Email Steve at stevemetalios@gmail.com (and CC Danny) introducing yourself and let him know your start date & your position - he will have you complete a W4. 

*Subject: New Metalios Team Member

(If you have expenses that need to be reimbursed you must contact Steve.)  

We have a team coach from the Tom Ferry organization, Tausha Fournier. 

In the next training course, you will be able to listen to the previous coaching sessions. All coaching calls are through Revii. Danny will make an e-introduction between you and Tausha via your new email address!

Contact Info: 

Tausha Fournier (Team coach) 

E: tfournier@yourcoach.com 

You should have also recieved an email invitation from Revii. Sign up for your account and also download the Revii App on your phone.

Join the following Tom Ferry Facebook group:
TF Sales Jedi (team) Private Group 

Contact Danny and ask to meet about Houlihan Lawrence Onboarding (IMPORTANT)

Congratulations! You are one step closer to becoming a Metalios Team Rockstar. Once you get your checklist approved by Danny you can begin training! Good luck!

Talk to the Sales Manager and Joy about which board you need to join. 

Get dates for when your membership will be active and when you will get your ekey.

Greenwich Board of Realtors (FLEX) 203-869-0240

Westchester Board of Realtors (HGAR) 914-681-0833 

Stamford Board of Realtors (203) 327-1433

CT Board of Realtors (SMART) 203-750-6000 

MLS Member: Once you have decided which board to join, then you will see if you need to be on additional MLS's.  Perhaps you are on the board for Greenwich but want to be a member of SMART so you can have an additional ekey.  Discuss this with your sales manager

https://www.greenwichrealtors.com/

Using your Greenwich EKey

Log in to your Follow Up Boss (FUB) account and create your password. You should have received an email in your @metaliosteam.com inbox with instructions. If not, please contact Danny (danny@metaliosteam.com) to set one up. FUB is our primary CRM (Customer Relationship Management) tool to manage all of your clients, as well as the place (via the app or desktop) where you MUST make ALL of your phone calls and text messages. 

Once logged in, navigate to your profile in the top right corner and then open "my settings." Enter your cell phone number in the phone section. Then scroll down to where it says my number, personal number. There will be an unfamiliar number. IMPORTANT: This number is your FUB phone number. Write it down because you will need it in a future steps.

Finally, download the Follow Up Boss app on your phone as this will be vital to your day-to-day work life.