Market Center Sites 3.0 Training
Training 1: Introduction to Market Center Sites 3.0
Last Updated: January 28, 2026Welcome! 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...
Training 2: User Assignments & Calendars
Last Updated: November 24, 2025Setting up your Market Center Site for success begins with assigning the right roles to your team. Each user plays a key part in nurturing recruits, from their first click to officially joining your Market Center. This guide gives you a breakdown of user roles, how calendars help manage follow-up, and how pipelines track progress....
Training 3: Pipelines & Opportunities Overview
Last Updated: November 25, 2025This training provides an overview of the various pipelines. Below you’ll learn the following: Pipelines and User Assignments There are seven pipelines within Market Center Sites 3.0, and each will have Users responsible for the recruits that get added to them. Below is a breakdown of the various pipelines, how leads get into them, and...
Training 4: R0 (Not In School) Pipeline
Last Updated: January 28, 2026The Not-in School Pipeline is for recruits who enter through one of the following ways: Below is a breakdown of each stage, along with a link that goes deeper into the specifics of that stage. Agent Referral More information will be added about Agent Referrals shortly… Not In School (Nurture) This stage is used to...
Training 5: R0 (In School) Pipeline
Last Updated: January 28, 2026The In School Pipeline guides recruits from the start of their real estate education through licensing and into their first steps with Keller Williams. Once licensed, recruits transition into Career Strategy sessions and next-step guidance toward joining Keller Williams. Throughout the pipeline, automated communications and structured reminders support leader accountability while keeping recruits engaged, informed,...
Training 6: R1/R2 (Experienced Agent) Pipeline
Last Updated: January 28, 2026The following training is for Market Center Sites 3.0. This pipeline has been built with the understanding that Team Leaders tend not to log into systems like Market Center Sites while also needing to leverage a system like this guide recruits toward joining KW. As TLs are the most likely position assigned to this pipeline...
Training 7: KWPrep Pipeline
Last Updated: January 28, 2026Recruits can only enter the KWPrep Pipeline when moved here from another pipeline through the Exit Pipeline path. The most likely scenario is from the Not-in-School (NS) Pipeline after the User assigned to R0 Not-in-School recruits receives commitment from the recruit that they wish to proceed with KWPrep and/or KSCORE. Below is a breakdown of...
Training 8: Kaplan Pipeline
Last Updated: January 28, 2026Recruits can only enter the Kaplan Pipeline when moved here from another pipeline through the Exit Pipeline path. The most likely scenarios include from either the Not-in-School (NS) Pipeline or from the KWPrep Pipeline when the User assigned to R0 Not-in-School recruits receives commitment from the recruit that they wish to proceed with Kaplan and...
Training 9: Long Term Nurture Pipeline
Last Updated: January 28, 2026To keep your standard pipelines clean, we created a Long Term Nurture pipeline to monitor and maintain communication with recruits who are in a holding pattern or who aren’t ready to take the next step in their licensing journey or with Keller Williams. Long-Term Nurture Pipeline: Not In School (NS), In School (IS), Licensed Agent...
Training 10: Onboarding Pipeline
Last Updated: January 28, 2026If you are moving someone into the Onboarding Pipeline, it’s time to cheer! This is the ultimate achievement: seeing a recruit go from a lead to joining KW. We have boiled the Onboarding Pipeline down into a few key stages, which have been outlined below. NOTE: If your process is drastically different, you can always...
Training 11: Driving Traffic & Generating Leads
Last Updated: November 24, 2025Once your Profit Share or Market Center site is live, the next step is getting traffic to it—and ultimately, moving people through your recruiting pipeline. This guide walks you through the essential steps to activate your site, connect it to ads, and ensure you’re sending traffic to the right place for the highest conversion rates....
Training 12: The Centralized Model for Market Center Sites 3.0
Last Updated: October 21, 2025Training coming soon…