The Opportunities section of your Profit Share Sites platform is where you’ll manage individual recruits throughout your pipeline. Each contact is represented as an opportunity card that stores key details, tracks their progress, and enables automation.
This guide walks you through what you’ll find inside an opportunity card—and how to use it effectively.
Accessing Opportunity Cards #
- From your dashboard, navigate to Opportunities in the left-hand menu.
- Select the appropriate pipeline (e.g., R0 In-School, R1, etc.).
- You’ll see a list of opportunity cards.
- Click on a card to open and manage that recruit’s details.
🛠️ Opportunity cards are created automatically when someone completes the “Join Keller Williams” form or the “Agent Referrals” form. However, you can always update information housed within in them manually.
Key Sections on the Left Column #
✅ K-Score Details #
- Follow-Up Cadence: Choose how often to follow up with this recruit—weekly, bi-weekly, or monthly.
- This selection triggers the appropriate follow-up cadence.
- Legal Name: Enter the recruit’s full legal name as shown on their driver’s license.
- This is required for Kaplan enrollment.
- Kaplan Expiration Date: Input the date their Kaplan enrollment expires.
- Triggers automatic reminders when the expiration approaches.
- Purchased Kaplan Extension: Mark “Yes” or “No” depending on whether they’ve purchased an extension.
🏫 In-School Details #
- Signed Commitment Letter: Yes/No indicator for internal reporting.
- Exam Date Follow-Up Cadence: Choose how frequently to follow up—weekly, bi-weekly, or monthly.
- Exam Date: Once scheduled, input their exam date here.
- This enables an automated 36-hour check-in task for the assigned leader to call and offer support.
🔁 R1, R2, and Long-Term Nurture Cadence #
For recruits in later stages or longer timelines:
- Set follow-up cadence based on lead temperature:
- Hot lead? Weekly.
- Warming up? Bi-weekly or monthly.
- Long-term nurture? Up to one year.
This cadence controls how frequently they show up on your radar for contact and ensures consistency over time.
📅 Calendar-Linked Appointments #
If you’re using the calendar system built into the platform, you can log key scheduling details here:
- Appointment Title
- Meeting Location
- Other calendar-related fields
📝 Tasks and Notes #
You can always add:
- Custom tasks for yourself or team members
- Running notes to document conversations, questions, or milestones
Click Add a Note to input long-form text or updates. These notes are helpful for keeping track of progress over time.
🔄 Don’t Forget to Save #
After updating any information within the card, always click the blue Update button to ensure your changes are saved and synced with automations.
Opportunity cards are your go-to hub for managing each recruit with precision and personalization. Use them to stay on top of every interaction, support your follow-up cadence, and keep your pipeline flowing.
