As a productivity coach within the PC Program there are some best practices and considerations to be aware of when using Command. Use this resource as a guide for managing your PC Program and the ProCoach account for the program.
What is a ProCoach account?
As a part of the PC Program, productivity coaches are provided a Command account for them to be able to manage all of the agents within the program. The account is set up to be the Rainmaker of the productivity coach's team. The ProCoach account will be separate from the productivity coach's personal Command account. This means they will have a separate username, password, and email address associated with the Pro Coach account. For reporting and rewards purposes, agents in the productivity coach's team are viewed as individuals, not team members
What is the purpose of a ProCoach account for the PC Program?
- Track agent activities within the Productivity Coaching Program
- Provide a common workspace for transactional services
- Provide common Opportunity checklists that provide a seamless experience
- Assist agents with transactions by having access to information related to the transaction
- Assist agents with creating and tracking the performance of social ad campaigns
When you are first given access to your ProCoach Account, please be sure to create a @KW.com email account for the Pro Coach Account with a naming convention like this example:
In the example, insert your PC team number (depending on how many PC teams are in your MC) and Market Center number and into the email address. That is how the ProCoach email should be named.
In the KW MarketPlace account for the Pro Coach, be sure to have a market center credit card on file. When purchasing products in the KW MarketPlace, be sure to select the Pro Coach Account (not the Market Center account) prior to purchasing the product.
It is recommended for the productivity coach to have all agents in their program navigate to their Command Settings and set their default account to the team account. This will prevent confusion over where contacts are added.
It is recommended that agents on a productivity coach's team move their personal contacts to the team account. If the agents move their contacts by utilizing the Change Account feature, they will retain contact ownership which will allow them to move their contacts back to their personal account at any time.
Productivity coaches are able to create Lead Routes for their PC Team from within the Command Settings of the ProCoach Account. Additionally, they can also create a lead and send it through lead routing. When creating a Lead Route that will Round Robin leads, it is recommended for the PC to not add more than 5 agents to each route. This is to prevent anyone from feeling excluded if the claim action time is not met. Although the Round Robin option gives everyone an equal opportunity to claim leads, it does not give anyone equal leads. For example: if agent A claims a lead, but agent B does not then agent B will not the opportunity again until a lead comes all the way back through the route.
It is recommended that agents on a productivity coach's team create all of their Opportunities from within the team account. It is also recommended to create an Opportunity for any contact that might close in the next 90 days.
It is recommended for the productivity coach to curate the available SmartPlans for the team to fit the objectives of the program. Although agents within the program can create custom SmartPlans in their personal account, they will not be able to do so within the productivity coach's team due to team permissions. When creating a custom SmartPlan for the PC team, be sure to make the first step a task. This will allow you as the PC Coach to follow up with the task the next day and ensure it's done correctly. It is also recommended to add SmartPlans that align with the systems and models of the MREA, including but not limited to 8x8, Open House Follow-up, Online Lead Follow-up, etc.
Please refer to these offboarding considerations as a frame of reference for when an agent is preparing to leave the PC Program.