Helping Real Estate agents simplify their work, increase efficiency, and grow their businesses with proven systems and technology.
What is PROCESS?
PROCESS is a full-service solution created specifically for Keller Williams agents to enhance their business operations with a powerful ecosystem of proven systems and technology. By integrating reliable tools like KW Command, Monday.com, and more, it simplifies workflows, saves time, and boosts productivity. The goal is to help agents streamline their daily tasks, work smarter, and accelerate business growth effectively.
What’s included?
All packages include a FREE onboarding process, COMPLETE integration into your business & an agent SUCCESS consultation.
COMMAND OPPORTUNITY STAGES,CHECKLISTS & SMARTPLANS
Simplify workflows with
detailed stages and checklists
to ensure every task in your
real estate process is on track.
160 BUYER/SELLER CHECKLIST ITEMS
+ 6 TRANSACTIONAL SMARTPLANS!
- Customized Stages
- Detailed Checklists/Tasks
- Designated Client Updates
- Custom Opportunity Tags
- Corresponding SmartPlans
TASK & BUSINESSS MANAGEMENT
Stay organized with custom boards tailored to your specific goals and tasks, improving collaboration and efficiency.
34 CUSTOM BOARDS!
- Business Expenses
- Current Listings
- YTD Sales
- CMA Guide
- Comparing Offers
- Preferred Vendors
- Referral Partners
- Prospecting
- Lead Importing
- VA Tasks
LEAD FORMS & CLIENT ONBOARDING
Capture and manage leads, onboard prospective clients with professionally branded, user-friendly forms.
15 BRANDED FORMS!
- Buyer Forms
- Seller Forms
- Open House Sign-In
- New Construction Forms
- Highest & Best Offer Forms
- New Agent Onboarding
VIRTUAL ASSISTANT TASK CREATION & MANAGEMENT
Utilize streamlined onboarding, prospecting & task management strategies to empower your VA to optimize workflows & boost productivity.
- VA Daily & Weekly Tasks
- Transactional Tasks & Follow Up
- Access & Passwords
- Timesheet
- Prospecting
CLOUD BASED FILE ORGANIZATION
Remain organized with
intuitive file hierarchies and
naming systems for seamless
document management.
- Detailed Main Folders
- Customized Sub Folders
- Transaction Folders
OFFER PACKET TEMPLATE WITH COVER SHEET
Present compelling and
professional offers that highlight key details to enhance the
buyer’s position.
- Branded Cover Sheet
- Outline of Offer Presentation
- File Size Reduction
CANVA DESIGN TEMPLATES
Access sleek, customizable
templates to enhance your
marketing materials and
brand identity.
24 CANVA TEMPLATES!
- Listing & Buyer Presentations
- Neighborhood Guide
- CMA Presentation
- Sold Postcards
- Moving Guide
- Client Welcome Packet
- Expired Guide
- Pre-Listing Packet
- Seller & Buyer Guides
CLIENT & TRANSACTIONAL RESPONSE TEMPLATES
Utilize polished and effective premade communication strategies for every stage of a transaction.
- Exclusive Buyers Agency
- Seller’s Offering Commission
- Highest & Best Verbiage
- Lead Response
- Circle & Reverse Prospecting
- FSBO‘s Prospecting
- Open House Follow Up
- Post Close Review Request
- CHA Email
VIRTUAL CONSULTING
Access support and accountability ensuring each client streamlines
their workflows & maximizes efficiency. Our goal is to make sure every system is fully integrated and adapted to your unique business needs, fostering long-term success.
- Standard Package: 1 Month
- Premium Package: 3 Months
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CONSULTATION
-
ONBOARDING
-
INTEGRATION
-
SUCCESS
Packages & Pricing
All packages include a FREE onboarding process, COMPLETE integration into your business & an agent SUCCESS consultation.
Standard
Lay the Perfect Foundation for Your Success
$1,595
(One-time payment)
- KW Command Stages, Checklists & Smartplans
- Offer Packet Template
- Canva Design Templates
- 1 Month of Virtual Consulting
- Cloud Based File Organization
- Client/Transactional Response Templates
- Lead Forms & Client Onboarding
- Task & Business Management
- Virtual Assistant Task Creation & Management
Premium Best Choice
Maximize Efficiency and Achieve Outstanding Results
$3,995
(3 monthly payments of $1,331)
- KW Command Stages, Checklists & Smartplans
- Offer Packet Template
- Canva Design Templates
- Cloud Based File Organization
- Client/Transactional Response Templates
- Lead Forms & Client Onboarding
- Task & Business Management
- Virtual Assistant Task Creation & Management
- 3 Months of Virtual Consulting
Additional Services
Elevate Your Brand and Streamline Every Workflow
- Website Development w/ SEO
- Ai Automation
- Lead Funneling
- Google Analytics
- Branding & Logo Design
INQUIRE ABOUT PROCESS
Ready to level up your real estate business but not sure where to begin?
We’ve got you covered. Fill the form below and we’ll be in touch ASAP!