Sales Team Onboarding & Resources

1. Housekeeping

• Independent Contractor Agreement (download and review draft below) -- need changes?  Text Bob Stolze at 678.425.8298

independent_contractor_agreement_-_video_ads_center.pdf
File Size:	87 kb
File Type:	pdf

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• You can download, complete and submit a W-9 form now or wait until your first sale.  You will receive a completed Form 1099 from us each January as mentioned in the Independent Contractor Agreement.

• Want to set up a new email for this role?  Watch this video.​

2. Preparations

Phone scripts

Want some help with your phone scripts for contacting Branch Mgrs/ Owners?  Download PDF and/or TXT files below.

script_branch_managers.pdf
File Size:	64 kb
File Type:	pdf

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script_branch_managers.txt
File Size:	1 kb
File Type:	txt

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Identifying Endless Leads - watch

3. Sales Materials

Online Demo Materials

Want to share a pre-recorded demo page with busy prospects?  Or want to train on how you'll do the demo?  Go here:
https://www.agentrecruiting.center/demo-recorded-jw.html
​
​Note: This has been designed as YOUR VERY OWN PAGE should you wish to share the link to it.  And the demo button on it, goes to your very own demo page!  Test it out for yourself -- your demo request will deliver to your email!

Items you need open/available on your computer to do Video Ads Center demo:

1. Google Slides presentation (this presentation will guide your demo & will be shared to you via gmail)
2. Open Video Ads Center Demo Site >> https://your-brokerage-center.weebly.com/videos.html  Password: training2025
3. Open Agent Co-Branding Page  (if you want to show co-branded agent branding cards/outros)
4. Open Sign-up & Samples Pages
5. Activate Zoom System Sound (checkbox needed so video sound plays on prospects' computers)
6. Loan Officer Flyer with QR (see slide 4 of Google Slides presentation)
7. Open Canva to demo Branding Process for each agent??  May or may not get into this level of detail on demos
8. Flex Ordering Pages:  Flex, Flex 2  >>> Order confirmation page (what customers see after order is submitted)

Your Very Own Sales Page (share link when you need to)

Long Sales Page: share link for emails & texts: https://www.agentrecruiting.center/branch-jw.html

​Notes: Sales video duration: 03:45, includes Schedule Demo Call-to-Action buttons, links to your very own personal demo schedule page (demo requests go to your email

FYI: your link to your very own demo page (if need to copy and paste it in texts or emails) >> ​https://www.agentrecruiting.center/demo-jw.html

Your Marketing Files

Give to mortgage company owners/ branch managers.  Print or email.

mortgage_co_flyer_with_qr_wheeler.pdf
File Size:	1154 kb
File Type:	pdf

Download File

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Need a "Bribe" to Get Their Attention?

Offer a FREE $200 AI-generated recruiting video IF THEY ATTEND A LIVE DEMO with you/me.

You can give them this link after they attend a demo (no purchase necessary): ​https://www.agentrecruiting.center/mortgage-recruiting-video.html

Need help?
​Contact owner, Bob Stolze -- 678.425.8298