Welcome! This training series is designed to help you—and the key leaders in your Market Center—understand how to fully leverage your Market Center Sites 3.0 account.
We’ve broken the training down into clear, easy-to-follow sections that will help you get set up, start driving traffic, manage leads, and track results. Some pages in this series will give you a high-level overview, while others will link out to deep-dive resources for more detailed guidance. But first, some housekeeping…
Support & Resources #
- Resource Center: Bookmark our Resource Center and use it as a reference. This is your go-to hub as you work through training and learn the system.
- Support Tickets: Submitting a Support Ticket via email is the best way to reach out to us if you have questions. To submit a ticket, email us at support@profitsharesites.com. Our entire team has access to support tickets, so utilize this as opposed to emailing us directly.
IMPORTANT DISCLAIMER: Be very careful when editing Automations as changes may effectively “break” the system and/or cause unintended consequences. We’ve built this platform to minimize and reduce the possibility of breaking things, and much of this is built-out through various Automations. Review this resource about customizations for more information.
If changes are made and something breaks, there will be an hourly rate for us to determine what happened and resolve the issue. Additionally, extensive changes to the system mean we are unable to push out updates to the platform without overwriting changes you make.
Login & Dashboard #
To login to the platform, visit https://app.profitsharesites.com. Bookmark this page as well! Next, we’ll briefly walk through the dashboard.
DASHBOARD: This is where you’ll find reporting. To access reporting states, click the blue box next to the Task List header, then select “Platform Summary.” You can always adjust the date range in the upper right corner.
CALENDARS: We will go deep into Calendars in Training 2. This is where you’ll connect your Google Calendar, understand which calendars apply to your assigned user role(s), and how to configure the calendars you’ve been assigned to.
CONTACTS: This is where all contacts that come into the system will live. We’ll look at individual Contact Cards in Training 3.
OPPORTUNITIES: Your Pipelines live under the Opportunities section, and we’ll be devoting a significant amount of your training around these. Training 3 is an overview of Pipelines and Opportunities with critical information that pertains to most pipelines, if not all of them. Trainings 4 through 10 each cover one of the Pipelines. It will be good to review them all, but make sure to pay close attention to any you’ll be responsible for given your assigned user roles.
MARKETING: The Marketing area is where you can send one-to-many emails and text message, build campaign templates, create snippets that you can insert into text messages or emails, and more. We won’t go too deep into this section in the initial training, other than to let you know it exists.
AUTOMATION: One of the core values of Market Center Sites 3.0 is the robust, complex automations that have been built out. We must warn you: BE EXTREMELY CAUTIOUS when working in Automations, especially if you are looking to edit any. Changes to automations could “break” the system and incur additional charges if you need us to resolve them.
SITES: The Sites section includes several important sub-sections, including Funnels (landing pages and additional lead-capture pages), Websites (your Recruiting Website lives here), Forms (for capturing leads), Surveys, Quizzes, and more. You have full creation and editing capability within this area, but we will not train on it in onboarding.
MEMBERSHIPS: This is your Learning Management System, or LMS. We have pre-loaded three “course” products into it, including Value Squared and Grow Your Profit Share with the McKissacks. We’ve also provided an outlined Info Session that you can use in the future if you so desire. You have the ability to build out additional courses to use as lead generation tools, value-adds to boost agent retention, create as resources for Productivity Coaching, or even sell to generate added revenue. We will not be training on this during initial onboarding.
Your Recruiting Site #
There are a few key front-facing pages to your recruiting site and quite a few “hidden” ones that are linked to in various automations.
HOMEPAGE: This is the main page of your Recruiting Site and it features general information about KW, targeted from an agent perspective.
LEADERSHIP: This page is dedicated to your Market Center leadership team.
TECHNOLOGY: The Technology page provides an overview of Command and allows agents to book a demo (optional).
JOIN KW: This is the MOST IMPORTANT page on your website. It is where you will drive traffic (see Training 11) and capture recruiting leads. These leads will self-segment into the category that fits them — not in school, in school, or licensed agent — and the system will automatically 1) assign that recruit to the User assigned to that recruit type and 2) create an Opportunity in the applicable Pipeline.
AGENT REFERRALS: This is a hidden page (found at) {{yourdomain.com}}/agent-referrals. Your leadership team can share this with agents, who can then refer recruits. We’ll cover this more in Training 11.
PIPELINE INSERTION PAGES: There are a handful of hidden pipeline insertion pages. These allow you as Users to add contacts you meet in the wild into the system. We recommend adding people through these NOT by adding them from the main Contacts page when logged into the Dashboard. We’ll cover this more in Training 11 as well.
Related Resources #
- Training 2: User Assignments & Calendars
- Training 3: Pipelines & Opportunities Overview
- Training 4: R0 (Not In School) Pipeline
- Training 5: R0 (In School) Pipeline
- Training 6: R1/R2 (Licensed Agent Pipeline)
- Training 7: KWPrep Pipeline
- Training 8: Kaplan Pipeline
- Training 9: Long Term Nurture Pipeline
- Training 10: Onboarding Pipeline
- Training 11: Driving Traffic & Generating Leads
