ONLINE CLASS BUNDLES
  • Complete Online Training Bundle
  • New User Bundle
  • Quality Service Bundle
  • Marketing Bundle
  • Leads & Follow Up Bundle

Complete Online Training Bundle signup
Cost: $249.00

Audience

  • New Users

Classes

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

Summary

This bundle contains all 10 of our online training classes and are designed to help users work confidently within the Top Producer 8i environment.

Objectives

  • Navigate 8i using the Main Menu Bar and Landing Pages
  • Create a letter using the Template Library
  • Apply contact types for targeted marketing
  • Schedule follow-up activities
  • Understand how the action plan feature works
  • Create a personal template
  • Access the Flyer Library
  • Access the Presentation Library
  • Create a Home Market Report and Listing Presentation using MLS comparables
  • Create a Community and School Report for a specified zipcode
  • Edit a listing record including property details and photos
  • Capture leads in your 8i database using Market Snapshot, Market Builder and Just Listed/Just Sold postcards
  • Access your Top Producer email feature
  • Create a contact from a received email

New User Bundle signup
Cost: $79.95

Audience

  • New Users

Classes

  • Getting Started with Top Producer 8i
  • Creating Quality Contacts
  • Managing Your Time, Tasks, Emails and Financials

Summary

These classes help you move and work confidently within the Top Producer 8i environment, organize your contact information, and use Top Producer’s scheduling and email tools.

Objectives

  • Navigate 8i using the Main Menu Bar and Landing Pages
  • Edit contact details and photos
  • Create a letter using the Template Library
  • Add a contact from an email message
  • Change 8i User Preferences
  • Access the Help features
  • Apply contact types for targeted marketing
  • Document your interaction using notes
  • View your Contact Summary list
  • Schedule follow-up activities
  • View and print your calendar
  • Access your Top Producer email feature
  • Link an email to a contact record
  • Send personalized mass emails

Quality Service Bundle signup
Cost: $79.95

Audience

  • New Users
  • Getting Started with Top Producer 8i (recommended)
  • Users with some experience working with databases and entering contacts

Classes

  • Providing Quality Service Part 1 Listings
  • Providing Quality Service Part 2 Closings
  • Managing Your Follow Up with Action Plans

Summary

These classes focus on providing first rate client service using Listing and Closing Records to organize your transactions, create a Customer Web Page and apply dynamic action plans to ensure your transaction goes smoothly.

Objectives

  • Analyze data using the Listing Landing Page
  • Edit contact details and photos
  • Create a listing record manually or from the MLS
  • Schedule showings
  • Prepare and send a Service Activities Report to your customer
  • Create a Customer Web Page
  • Create and apply a personal Listing Action Plan
  • Edit the closing record, including changing property details
  • Add Common Closing Parties
  • Add Closing Service Activities
  • Create and apply a personal Closing Action Plan
  • Prepare Buyer and Seller Net Sheets
  • Transfer the property to the new owner’s contact record upon completion
  • Create a personal action plan ‘from scratch’
  • Manage your follow up activities using Today’s Business

Marketing Bundle signup
Cost: $79.95

Audience

  • Getting Started with top Producer 8i (recommended)
  • Users with some experience working with databases and entering contacts

Classes

  • Marketing Part 1 Template Library
  • Marketing Part 2 Creating Flyers
  • Marketing Part 3 Creating Presentations

Summary

These classes explore how to use 8i's extensive template library to create personalized marketing materials including letter and email mail outs, flyers, and user-friendly presentations to target customer groups and help you stay top-of-mind with new prospects and past clients.

Objectives

  • Access the Template Library
  • Apply the principle of One-to-One Marketing
  • Create a personal template
  • Create a mass email for multiple contacts
  • Access the Flyer Library
  • Customize your flyer by editing text and inserting pictures
  • Email your flyer to selected contacts
  • Edit a personal flyer template
  • Access the Presentation Library
  • Create a Home Market Report and Listing Presentation using MLS comparables
  • Create a Community and School Report for a specified zipcode
  • Email a presentation to a contact
  • Create and customize a personal presentation template

Leads & Follow Up Bundle signup
Cost: $79.95

Audience

  • New Users
  • Getting Started with top Producer 8i (recommended)
  • Users with some experience working with databases and entering contacts

Classes

  • Managing Your Follow Up with Action Plans
  • Managing Your Leads Through Product Integration
  • Managing Your Time, Tasks, Emails and Financials

Summary

These classes concentrate on increasing productivity with automated, follow-up action plans, using 8i’s integration with personal websites and other Top Producer products to effectively capture leads, and managing your schedule, activities and communications within your 8i database.

Objectives

  • Understand how the action plan feature works
  • Create a personal action plan ‘from scratch’
  • Add, edit and delete personal action plan activities
  • Apply an action plan to multiple contacts using Mass Update
  • Manage your follow up activities using Today’s Business
  • 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
  • Create an auto-apply action plan rule for automatic follow-up
  • Create a contact from a received email
  • Link an email to a contact record
  • Send personalized mass emails

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