Full Session Details

Session 1 – Welcome to myWeichert
myWeichert is your lead management and lead generation machine which provides you with your own website, Smart CRM, automated email/text campaigns, and more. Learn how myWeichert can help you transform and expertly manage your business and why you should use it.

Session 2 – Profile and Website Setup
Ensure that your myWeichert platform is ready to go by setting up the key components of your website and CRM. We will cover logging in, your profile, essential website settings and customizations, and myWeichert apps to download.

Session 3 – Contacts and Lead Management
Your contacts are the heart of your business. Learn how to quickly add them to myWeichert to leverage the platform’s Marketing Automation for seamless lead management and follow-up. We'll also cover how to organize your database using hashtags (labels) and saved filters in the myWeichert Smart CRM. Plus, discover how to build detailed contact records and utilize the consumer timeline for better engagement.

Session 4 – Making Connections
Discover how to easily communicate with your contacts directly through myWeichert, keeping all your interactions organized in one place. Plus, get communication tips to strengthen your connections and enhance engagement.

Session 5 – Managing Your Dashboard
Master your myWeichert dashboard by learning how to track key contact activities and behaviors, and the best ways to respond. We'll also cover call and task management, along with a review of the consumer timeline to help you stay organized and proactive.

Session 6 – Smart Campaigns
Automate your follow-up and let myWeichert do the work for you! Easily connect your contacts to automated campaigns and choose from pre-built options or create your own to ensure timely, relevant communication with your clients.

Session 7 – Search Alerts, Market Reports, and Listings
Keep your customers engaged by using automated search alerts to drive them back to your website, market reports to keep them updated on key market data, and listing valuations to create more listing opportunities. Plus, learn how to effortlessly promote listings using the myWeichert Listing Playbook. We'll cover announcing a listing, sharing on social media, generating text codes, and more to maximize your reach and impact.

Session 8 – Behavioral Alerts and Automation
Leverage myWeichert’s behavioral automation which reads and reacts to specific client behaviors. We'll also help you stay top of mind by setting up automated texts on your contacts' birthdays, their home purchase anniversaries, and scheduling targeted emails.

Session 9 – Squeeze Pages
A must-have for lead generation, Squeeze Pages help drive more consumers to your myWeichert website. Learn how to create unique links that attract clicks and direct visitors to property searches, single listings, home valuations, and market reports boosting engagement and capturing more leads.

Session 10 – Landing Pages
A lead generation essential, learn how to easily create customizable Landing Pages to fuel your lead funnel. Whether you're promoting an open house, driving traffic to a local event, or running any targeted lead generation campaign, myWeichert Landing Pages help you capture more leads with ease.

Session 11 – myWeichert and Open House Apps
Learn how the myWeichert App can assist in running your business when you are on-the-go. It syncs your daily calls and follow-ups from myWeichert so you can remain connected. The myWeichert Open House App simplifies collecting guest information at open houses, automatically adding them to your Smart CRM. We'll also explore how to attach guests to an Open House follow-up campaign, ensuring immediate connection after the event.

Session 12 – Open Q & A

myWeichert QuickStart Reboot