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Have you tried action plans for ONBOARDING? 🤔 #realestateteam #podcast

Name: Have you tried action plans for ONBOARDING? 🤔 #realestateteam #podcast
Uploaded: 2024-12-26T18:05:09+00:00
Duration: 3 s
Channel: Real Estate Team OS
Description: Short transcript excerpt from a Real Estate Team OS episode (Ep.49) discussing using CRM action plans to streamline onboarding. The speaker, Meg Shafer…

26 Dec 2024 · 0 min

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Short transcript excerpt from a Real Estate Team OS episode (Ep.49) discussing using CRM action plans to streamline onboarding. The speaker, Meg Shafer, describes creating a 10-item onboarding checklist inside the CRM and connecting it to Google Workplace/Google Classroom to automate training and reduce setup work when new staff join. The episode is framed as a conversation about 2024 wins and 2025 plans.

The action plans in your CRM aren't just for prospects and clients.
For me, it was onboarding. Even when we had like an admin joining the team, I had all of the action plans set to say, you need to do these 10 checklist things for each person. Get them a door code, get them a key, make sure that they have all their logins for all the things. And by setting up that action plan in the front end, it saved me so much time every time a new person joined and connecting it with our Google Workplace, which we had Google Classroom for all of the training, it was like a very easy process to set up with just very little work at the front end.
Meet and learn from four of your fellow viewers and listeners, including Meg Shafer, as we talk 2024 wins and 2025 game plans on episode 49 of Real Estate Team OS.