Assign the right people to the right roles so your leads get the follow-up they need.
Setting up your ProfitShare 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.
🔐 User Seats & Access #
Each account includes 4 user seats by default. Most users hold more than one role in the system. If your team needs more seats, reach out to support@profitsharesites.com to request a paid upgrade.
👤 User Roles & Responsibilities #
| Growth System Role | Description | Typical MC Role |
|---|---|---|
| R0 – Not in School | Follows up with recruits who have expressed interest but haven’t started real estate school. This person will be responsible for managing the R0 Not In School Pipeline. | Team Leader, Assistant Team Leader, or Productivity Coach |
| R0 – In School | Connects with recruits who are currently enrolled in real estate school. This person will be responsible for managing the R0 In School Pipeline. | Team Leader, Assistant Team Leader, or Productivity Coach |
| R1/R2 – Licensed Agent | Oversees experienced, licensed agents. Often assigned to the Team Leader. | Team Leader |
| Brokerage Owner | Usually the same person managing R1/R2 agents; may lead higher-level conversations. | Team Leader |
| KSCORE Systematizer | Acts as the administrator for KSCORE and KW Prep. Responsible for enrolling recruits into the system. | Director of First Impressions, Director of Agent Services, Market Center Administrator, Virtual Assistant |
| KSCORE Snuggler | The front-facing lead for KSCORE students. Handles student communication and Blueprint reviews. | Team Leader, Assistant Team Leader, or Productivity Coach |
| Onboarding Specialist | Manages the onboarding process after a recruit officially joins. This includes paperwork and systems setup. | Could be anyone so long as it’s a single person. |
| Tech Demo (Optional) | Leads technology overviews. Some MCs use their Tech Trainer or Productivity Coach. Others assign this to R0 or hide the demo button entirely. | Director of Agent Services or Market Center Tech Trainer |
📅 Calendar Types #
Calendars allow recruits to schedule the right appointment with the right person—based on their licensing status or interest level. Here’s a breakdown:
✅ Connecting Your Calendar #
Your first action item is to connect your Google Calendar. This will allow our system to push appointments to your calendar while checking for conflicts. You can think of it like connecting Calendly or Appointlet to your calendar.
ACTION ITEM: Here’s how to connect your calendar. Please do this now.
➕ Individual Calendars #
Now that your calendar is connected, let’s look at which calendar(s) you will need to configure.
Each of the following individual calendars is tied to a specific user role:
| Calendar | Associated Role |
|---|---|
| Licensed Agent | R1/R2 – Licensed Agent |
| Command Demo | Tech Demo |
| In School | R0 – In School |
| Not In School | R0 – Not In School |
| KSCORE Blueprint Review | KSCORE Snuggler |
ACTION ITEM: Here’s how to configure individual calendars. Please do this now for any individual calendar linked to a role you’ll be responsible for.
👥 Session Calendars #
Used for team-led recruiting sessions:
- In-Person Info Session
- Virtual Info Session
Session calendars are for groups. The process for configuring Session calendars is similar to that of Individual ones but there are two crucial differences. First, you’ll add Session times manually. Second, you WON’T connect it to an external calendar.
ACTION ITEM: Here’s how to configure Session calendars. Please do this now for any individual calendar linked to a role you’ll be responsible for.
🔧 Optional Calendars #
Available based on your recruiting model:
- Screening Interview
- Exam Prep (Group event for students)
- KPA Assessment Review
🗂 Pipelines #
In the next series of training articles, we’ll dig into the various pipelines
Your system also includes pre-built recruiting pipelines that align with recruit status and conversion stages. Pipelines allow you to visually manage and move leads from interest to onboarding.
| Pipeline | Description | Associated Role |
|---|---|---|
| R0 – Not In School | Early interest, not yet enrolled in real estate school. | R0 – Not In School |
| R0 – In School | Enrolled in school, progressing toward licensing. | R0 – In School |
| KSCORE | Students participating in KW Prep and KSCORE. | Split between the KSCORE Systematizer and KSCORE Snuggler (as you’ll see a different person can be assigned to each role) |
| R1/R2 – Experienced Agent | Licensed agents potentially looking to move brokerages or get started with their new license. | R1/R2 and Brokerage (one person is assigned both roles in this case) |
| MOFIR | Make Offers for Immediate Results – a system for rapid engagement and conversion. | Various |
🔗 Action Items #
To configure calendars and pipelines for each user role, check out these support resources:
