ISA Onboarding Checklist

Obtain the following logins: 

• Gmail (email access)
• NEWT App (phone for outbound/inbound calling on office phone #)
• HeyMarket (app for texting clients from office phone number)
• HubSpot (CRM for all activities with Clients)

Training Checklist

• Gmail Training:
  • Upload Signature
  • Composing Messages Using Gmail Templates

• • Install HubSpot Extension for Logging/Tracking
• NEWT Training:
  • Making Outbound Calls
  • Forwarding calls to another user
• HeyMarket Training:
  • Downloading App
  • Signing into Browser
  • Signing into HeyMarket via HubSpot
  • Text Message Scripts
• HubSpot Training
  • Client Profile Best Practices/Setup
  • Finding Assigned Clients
  • Outbound Calling Clients using Scripts
  • Scheduling Meetings with Agent
  • Inbound CMA Process (Green Sheet)

• One-on-one training with Nik Poulimenos 
  • Scripts
  • Buyer Green Sheet
  • Seller Green Sheet