LIVE ONLINE CLASSES

Top Producer 8i Classes

  • Getting Started with 8i
  • Creating Quality Contacts
  • Managing Your Follow-up with Action Plans
  • Managing Your Time, Tasks, and Emails
  • Managing Your Leads Through Product Integration
  • Marketing Through Communication Part 1 - Using the Template Library
  • Marketing Through Communication Part 2 - Creating Flyers
  • Marketing Through Communication Part 3 - Creating Presentations
  • Providing Quality Service Part 1 - Listings
  • Providing Quality Service Part 2 - Closings

Getting Started with 8i Cost: $34.95 signup

Length: Each class in this series is 60-75 minutes in length.

Objectives:

  • Navigate 8i
  • Add a new contact
  • Schedule a new activity
  • View action plans
  • Edit contact details and photos
  • Create a letter using the Template Library
  • Add a contact from an email message
  • Send an email message to a contact
  • Change 8i User Preferences
  • Access the Help features
Summary: Designed to build confidence for new Top Producer users and existing customers, Getting Started with 8i offers an overview of the 8i environment. Topics include navigating in 8i, using the Dashboard and Calendar, basic contact entry, creating a letter from a default template, using your Top Producer email, and changing your 8i user preferences.

Creating Quality Contacts Cost: $34.95 signup
Create and maintain quality contact records for use in your prospecting, marketing, and service activities. Audience: New Users

Length: 60 – 75 minutes (dependent on Q & A)
Objectives:

  • Use the “Big Three” to create a quality contact record
  • Apply contact types for targeted marketing
  • Document your interaction using notes
  • View your Contact Summary list
  • Edit an existing contact record
  • Add family member information and property photos
  • Add and edit primary and investment property information
  • Schedule follow-up activities
Summary: Create and maintain quality contact records for use in your prospecting, marketing, and service activities. Topics include creating and modifying a contact record, applying contact types for target marketing, viewing your contacts, and adding property information. You will also learn how to schedule calls and apply follow-up action plan activities to your new contact.

Managing Your Follow-up with Action Plans Cost: $34.95 signup
Develop and maintain long-term, profitable relationships with your contacts with Top Producer’s automated, follow-up plans. Audience: Users with some experience working with databases and entering contacts.

Length: 60 – 75 minutes (dependent on Q & A)
Objectives:

  • Understand how action plans work
  • View action plan activities
  • Learn about fixed date and a cascading action plans
  • Create a personal action plan by copying a default plan
  • Create a new personal action plan
  • Add, edit and delete personal action plan activities
  • Apply an action plan to new or existing contacts
  • Apply an action plan to multiple contacts
  • Manage your follow up activities
Summary: Develop and maintain long-term, profitable relationships with your contacts with 8i’s automated follow-up plans. You will learn how to create and customize a personal action plan, view a history of completed activities with a contact, and manage your follow up activities and reminders using Today’s Business.

Managing Your Time, Tasks, and Emails Cost: $34.95 signup
Manage your schedule, activities and emails with Top Producer’s powerful Calendar, Today’s Business, and email features. Audience: Users with some experience working with databases and entering contacts.

Length: 60 – 75 minutes (dependent on Q & A)
Objectives:

  • View and print your calendar
  • Create single agent, recurring and team appointments
  • Monitor your to-do’s and activities using Today’s Business
  • Access your Top Producer Email Manager
  • Setup multiple signatures in your Email Preferences
  • Create a contact from a received email
  • Link an email to a contact record
  • Send personalized mass emails
Summary: Manage your schedule, activities and emails with 8i’s powerful Calendar, Today’s Business, and email features. Topics include using the Dashboard and Scheduling features to create and view activities, managing your activities using Today’s Business, how to access and manage Top Producer email, and how to use 8i’s Mass Email feature to send personalized messages to multiple contacts.

Managing Your Leads Through Product Integration Cost: $34.95 signup
Make the most of 8i's integration with personal websites and other Top Producer products to effectively capture and respond to leads. Audience: Users who want to leverage the Top Producer Suite to increase their book of business.
Length: 60 – 75 minutes (dependent on Q & A)
Objectives:
  • Set your Top Producer website to send leads to your 8i database
  • Create a web form to receive leads from your personal website into your 8i database
  • Capture leads in your 8i database using Market Snapshot, Market Builder and Just Listed/Just Sold postcards
  • Manually add leads
  • Track and change lead status in Leads Summary
  • Analyze key statistics on the Contacts Landing Page
  • Apply an action plan manually
  • Create an auto-apply action plan rule for automatic follow-up
Summary: Make use of 8i's integration with personal websites and other Top Producer products to effectively capture and manage leads. Topics include setting your Top Producer website to send leads to your 8i database, receiving lead from other personal websites and the Top Marketer Suite, and automatically assigning follow up plans.

Marketing Through Communication Part 1 - Using the Template Library Cost: $34.95 signup
Stay top top-of-mind with targeted, personalized email and letter mail-outs using 8i's extensive Template Library. Audience: Users with some experience working with databases and entering contacts.

Length: 60 – 75 minutes (dependent on Q & A)
Objectives:

  • Access the Template Library
  • Recognize default and personal templates
  • Apply the principle of One-to-One Marketing
  • Create a personal template
  • Insert merge codes
  • Send a template letter to one contact
  • Create a mass mail out to multiple contacts
  • Create a mass email for multiple contacts
  • Use Advanced Search
  • Update Action Plan Templates
Summary: Stay top top-of-mind with targeted, personalized email and letter mail-outs using 8i's extensive Template Library. Topics include viewing the default Template Library, creating a personal template, inserting merge codes, and using Advanced Search to create a paper-based or email mass mailing for a specific group of contacts.

Marketing Through Communication Part 2 - Creating Flyers Cost: $34.95 signup
Design and distribute attractive handouts that showcase your listings, services, and area using 8i's Flyer Library. Audience: New Users

Length: 60 – 75 minutes (dependent on Q & A)
Objectives:

  • Access the Flyer Library
  • Create a flyer using a default template
  • Customize your flyer by editing text and inserting pictures
  • Email your flyer to selected contacts
  • Create and email your flyer as a marketing link
  • Create a personal copy of a flyer template
  • Edit a personal flyer template
  • Create a flyer using a personal template
Summary: Design and distribute attractive handouts that showcase your listings, services, and area using 8i's Flyer Library. Topics include previewing, editing and creating flyer templates using data from listing and contact records. You will also learn how to print hardcopies, publish the flyers to the web, and send flyers to selected contacts via email.

Marketing Through Communication Part 3 - Creating Presentations Cost: $34.95 signup
Deliver ‘presentations that matter’ quickly and easily with personalized CMAs, Community & School Reports, and Listing Presentations for your contacts. Audience: Users with some experience working with database and entering contacts.

Length: 60 – 75 minutes (dependent on Q & A)
Objectives:

  • Access the Presentation Library
  • Create a presentation using a default template
  • Edit and customize presentation pages
  • Create and customize a personal presentation template
  • Create a presentation using your personal template
  • Download MLS comparables into a Home Market Report and a Listing Presentation using Top Connector
  • Create a Community and School Report for a specific zip code
  • Email or print a presentation for a contact
Summary: Deliver "presentations that matter" quickly and easily with personalized Home Market Reports, Community & School Reports, and Listing Presentations for your contacts.

Providing Quality Service
Part 1 - Listings
Cost: $34.95 signup
Channel the power of Listing Records to organize your Listing information, create a Customer Web Page, and apply a dynamic plan for providing first rate client service. Audience: Users with some experience working with databases and entering contacts

Length: 60 – 75 minutes (dependent on Q & A)
Objectives:

  • Analyze data using the Listing Landing Page
  • Create a listing record manually or from the MLS
  • Edit a listing record including property details and photos
  • Add service activities
  • Schedule showings
  • Create a Customer Web Page
  • Create and apply a personal Listing Action Plan
  • Track listing activities using Listing To-Do’s and Today’s Business
Summary: Channel the power of Listing Records to organize your Listing information, create a Customer Web Page, and apply a dynamic plan for providing first rate client service. Topics include creating a listing for a new or existing property, applying listing plans, creating a Customer Web Page, adding showings and service activities.

Providing Quality Service
Part 2 - Closings
Cost: $34.95 signup
Leverage both sides of your transactions using 8i’s Closing Records to manage an effective completion and transfer of property within your database. Audience: Users with some experience working with database and entering contacts.

Length: 60 – 75 minutes (dependent on Q & A)
Objectives:

  • Create a closing record from an existing Listing Record
  • Create a closing record without an existing Listing Record
  • Change the status of a Closing
  • Edit the closing, including property details
  • Add Common Closing Parties
  • Create and apply a personal Closing Plan
  • Track closing activities
  • Transfer the property to the new owner
Summary: Leverage both sides of your transactions using 8i’s Closing Records to manage an effective completion and transfer of a property. Topics include creating a closing record with and without an listing record, how to edit the closing record, apply and modify closing action plans, add closing service activities, and transfer the property on completion.

Generating Leads Online

  • Attracting More Leads with Market Snapshot
  • Search Engine Optimization
  • Expanding your Sphere of Influence with Social Media

Attracting More Leads
with Market Snapshot
Cost: $69.90 signup

Classes:

  • Attracting More Leads with Market Snapshot - Part 1
  • Attracting More Leads with Market Snapshot - Part 2

Summary:

Learn to use different media to generate buyer and seller leads. The course addresses the need for an agent to promote themselves as a community expert. Market Snapshot fulfills this need automatically in communication with past clients, referrals and Internet leads – the main sources for future transactions in today's real estate climate.

Length:

Each class in this series is 60-75 minutes in length.

Course Topics:

  • Understanding current trends in consumer shopping habits as related to real estate.
  • Reviewing the viability of your current internet marketing plan.
  • Integrating online lead generation into print and email communication.
  • Discussing brand presence versus service presence (stealth sites.)
  • Exploring techniques to deploy Market Snapshot most effectively and inexpensively.

Search Engine Optimization COMING SOON
Classes:
  • Search Engine Optimization (Part 1)
  • Search Engine Optimization (Part 2)

Length: Each class in this series is 60-75 minutes in length.

Course Topics:

  • Understanding SEO fundamentals
  • Describing how to attract more traffic to your website
  • Identifying how to increase your SEO with Social Networking
  • Describing how to write an effective Blog
  • Describing Twitter Feeds
  • Use keywords effectively
  • Describe meta tags and site maps
  • Document web traffic using reporting tools
  • Optimize your site for Bing
Summary: This 2-part course takes a closer look at Search Engine Optimization, and ways to improve your site ranking.

Expanding your Sphere of Influence with Social Media COMING SOON

Length: 60-75 minutes in length (dependent on Q & A).

Course Topics:

  • Developing a vision.
  • Growing your marketing awareness.
  • Building home buyer profiles.
  • Assessing buyer satisfaction.
  • Creating marketing strategies.
  • Attracting new prospects.
  • Building relationships through marketing.
  • Understanding Marketing Concepts and Philosophy.
  • Positioning yourself to stand out from the competition.
  • Establishing an Image and Brand.
Summary: This one lesson course will discuss marketing opportunities emerging from developments in internet and communication technology. Social media tools such as Twitter, Facebook and MySpace are opening up new channels to reach leads. Marketing Your Brand and Services with Social Media will instruct you on effective techniques that are working for some of the most successful industry professionals.