1. A powerful tool that automates and grows your business

2. CRM + Automated Marketing + Tools Integration
The all-new Royal LePage Smart Studio integrates a CRM and other critical business and marketing functions to automate the work you do.

3. Royal LePage Smart Studio More Intelligent!
Marketing Centre
Smart Studio
All of your leads funneled into one place, regardless of source
Rank and classify your leads, and your existing contacts
Action plans automate your work for leads, buyers, sellers, and past clients
Automated drip marketing nurtures repeat, referral and new business
Feature sheets, web tours, social posts and more created automatically
Edit-in-place templates to create personal and property marketing pieces in minutes
Integrated with Google tools, royallepage.ca, rlpNetwork and ClientClick

4. CRM for your leads and contacts
Royal LePage Smart Studio automates your activities, freeing you to focus your sales efforts on conversion

5. CRM for your leads
Funnel all of your leads into one private and secure platform.
royallepage.ca:  automatically
ClientClick:  automatically
Your website:  widget provided
Third-party sites:  widget provided
The widget provided is a string of technical code that can be applied by your webmaster, or can be applied manually to route all leads to your Smart Studio CRM.

6. New Lead A new lead from your personal website has arrived!
You receive an immediate notification.
The new lead contact details for “Sally Draper” are ready in your Smart Studio CRM.
At this stage, you can also rank Sally as a Hot, Warm or Cold lead based on Sally’s likelihood to convert, or the quality of the lead source in the absence of more information. Most importantly, you can assign the ‘New Lead’ Action Plan to Sally Draper in an attempt to make contact. We’ll cover more about Action Plans in an upcoming slide

7. CRM for your contacts
Upload all of your existing contacts into one private and secure platform.
Leads
Buyers and sellers
Past clients
Business contacts
mortgage, legal, stagers, etc.
Integrated with Google Contacts or you can upload contacts from a .CSV file.  Classify, rank and group contact data at upload seamlessly. Create custom fields for ultimate flexibility to manage your database the way you choose to.  Maintain and record personal, family and business information as well as information on properties, transaction history and more.

8. CRM for your leads and contacts
Rank and classify your leads, along with all of your contacts.
Leads:  Likelihood to convert to active
Buyers and sellers:  Motivation to buy and/or sell
Past clients:  Likelihood to refer
Business contacts: Likelihood to refer
Score your leads at Hot, Warm or Cold based on their likelihood to convert or the quality of the lead source.  Assign a grade to your contacts based on their likelihood to transact or refer ->  A+, A, B, C or D.  You concentrate your effort on contacts that will grow your business while keeping top of mind with your entire database.

9. Sally is a Seller Prospect
You have successfully contacted Sally Draper!
Sally shares that she is interested in Selling her home within the next 30 days.
You now re-classify Sally Draper as a Seller Prospect and rank her as an ‘A’ given her motivation timeline to sell.

10. Action Plans Automate best-practice activities to focus your work.
Leads: 45-day conversion plan
Buyers and sellers: 30, 80, 180-day transaction plans
Past Clients: Initial assessment and ongoing stay-in-touch annual plans based on likelihood to refer
Business Contacts: As above
Action Plans let you automate your sales process.  They leverage best practices to support conversion.  Have your own Action Plans?  No worries.  You can create custom Action Plans and assign them each time you create or re-classify a contact. A selection of Action Plan integrated sales scripts and templates (coming soon) help make interactions smooth and successful.

11. Sally’s Action Plan
Seller Prospect A
My Custom Action Plan
You assign Sally to the ‘Seller Prospect A’ Action Plan.
Or, create your own with ‘My Custom Action Plan’.

12. Drip Campaigns
Stay in touch to nurture and convert repeat, referral and new business, automatically.
Buyers and sellers: 30, 60, 90, 120+ day campaigns provide valuable education on the buying and selling process, supporting conversion
Past Clients: 365-day campaigns provide valuable market, home improvement, maintenance and decor content keeping you top of mind for repeat and referral conversion
CASL consent is recorded for each contact and protects you from sending any to contacts whose consent you do not have.  Identify contacts who require consent or whose consent has expired for easy updating.

13. Sally’s Drip Campaign
You confirm CASL consent from Sally and record it in her contact record.
You assign Sally to the 30-Day Seller drip campaign.
Sally gets her first the very next day!

14. Automated Marketing
Smart Studio lets you market yourself and your listings with automation and edit-in-place technology

15. Automated Marketing
Leverage feature sheets, web tours, social posts and more created automatically for all of your listings.
A ‘Listing Kit’ for every new listing is sent to you automatically via
Click through to preview and, if desired, edit
Print, download, share online and share on social media in a few quick steps
Choose from two standard Listing Kit styles, plus Carriage Trade for qualified properties
Your listing data is also available in your Smart Studio account where you can administer edits that will appear in your marketing materials as well as royallepage.ca and ClientClick, automatically.

16. Sally is a Seller You list Sally’s home!
A Listing Kit is automatically sent to you via .

17. Marketing Templates
Edit-in-place marketing templates offer you convenience and support.
Create new listing marketing with ease via listing data integration, making any edits directly within the template
Create personal marketing pieces such as business cards, personal brochures and signage, adding content directly in the template
Edit-in-place technology is another substantial new benefit over the Marketing Centre.  With Smart Studio, you can simply click on the field in the template to edit, add content or images. You can create professionally designed, brand compliant personal and property marketing pieces quickly and with ease.  Listing data integration makes listing marketing even easier.

18. Sally gets more Listing Marketing
You want to create maximum exposure for Sally’s listing.
You augment the Listing Kit with a Property Website and Open House Postcard you create in minutes.

19. Referrals and sales
Track referrals and sales to monitor your key business metrics.
Set financial goals in My Business Plan
The Dashboard motivates you by tracking your success to plan and keeps your goals top of mind
Associate referrals and sales to contacts in your database to show their value and their opportunity

20. Sally Sells!
You record your successful sale in Sally’s contact record.
You re-classify Sally as a Past Client.
You apply a new Action Plan and Drip Campaign.
Your Dashboard keeps you motivated for the next sale.

21. Tools Integration
Smart Studio is integrated with Google tools, royallepage.ca, rlpNetwork and ClientClick

22. Google Integration
Integrated with Google tools for your convenience and ease of use.
Two-way integration with Google Contacts
Push tasks and appointments to your Google Calendar
Access and push documents to your Google Drive
Pull images from Google Photos into your listing marketing
Google Maps integrated into your listing marketing templates, where applicable
Smart Studio’s two-way integration with Google Contacts helps you keep seamless contact records in both applications.  Wherever you make edits to your contact records or create new ones, updates will be pushed or pulled from one system to another.  This applies to default Google Contact fields like name, phone and .  When you login to your Smart Studio account, it will check for changes as well as new contacts to apply.  Each time you save a change in Smart Studio, it will push an update to Google Contacts.

23. Royal LePage Integration
Integrated with Royal LePage tools for your convenience and ease of use.
Leads from royallepage.ca and ClientClick automatically posted
Integrated with Listing Administration to push listing data edits to royallepage.ca and ClientClick
Publish feature sheets, slideshows and single property websites as media attachments directly to your royallepage.ca and ClientClick listings

24. Royal LePage Smart Studio More Intelligent!
Marketing Centre
Smart Studio
All of your leads funneled into one place, regardless of source
Rank and classify your leads, and your existing contacts
Action plans automate your work for leads, buyers, sellers, and past clients
Automated drip marketing nurtures repeat, referral and new business
Feature sheets, web tours, social posts and more created automatically
Edit-in-place templates to create personal and property marketing pieces in minutes
Integrated with Google tools, royallepage.ca, rlpNetwork and ClientClick

25. Optimize your database, market yourself and your listings
to grow your business
from a single, time-saving application
provided to you at no additional cost.

26. CRM + Automated Marketing + Tools Integration
Watch for communications, training dates and resources for more information.

27. Royal LePage Smart Studio
Learning PRIOR to launch date
2 weeks
prior to launch
Preview webinar for Management and Admin to help you experience the benefits Smart Studio
Train-the-trainer kit provides office training staff or management with a simple guide to run in-house training
1 week
Preview webinar for Agents to help them experience the benefits of Smart Studio
Preview webinar, Management for AB/SK/MB: Feb 16, 1:00 Central, 12:00 Mountain (2:00 EST) (communication dropped Wednesday)
Train-the-Trainer Kit for AB/SK/MB: Feb 16
Preview webinar, Agents: Feb 23, 1:00 Central, 12:00 Mountain (2:00 EST)

28. Royal LePage Smart Studio
Learning FROM launch date
One day
after launch
‘Go live’ webinar to help the Network learn what they need to know to start using Smart Studio immediately
to three weeks
12 s dripped out with digestible action items and supporting short video tutorials to leverage key benefits
March to May
In-person, hands-on Realtor Marketing Workshops to provide experience in the system and individual engagement.
Details of the drip campaign:
Event, Suggested Time, Rationale
* Create/Import Contacts - 1 day
Needs to be first
Sync w/ Google
2 days
Should be close to first so that those who want to sync with Google won’t do unnecessary work
Manage contacts
3 days
If people have already imported their contact, this will give them additional context
Set up
5 days
With contacts in, people need to setup Smart Studio with their contact info
Work your book
10 days
This task relates to the day-to-day With all the previous tasks setup, they should now  now ready to focus on working their book
Action Plans
15 days
The first really high-concept task
Drip Campaigns
20 days
5 days to apply action plans
Listing Kits
25 days
5 days to understand and apply drips
Design Wizard
26 days
Listing kits logically lead to people wanting to know how they can do it themselves.
Digital listing pieces
30 days
Deeper dive into digital pieces
Distributing projects
32 days
Now you need to know how to send this stuff out!
Leads
35 days
Wrapping it all up to see how this system integrates into their lead flow

29. Royal LePage Smart Studio
Training On-Demand
Orientation
Incorporated into the 5-week New Agent Orientation Plan, helping new recruits become productive sooner
Webinars
Grow your business with Smart Studio offered on-demand or via a live webinar monthly
Tutorials
Video tutorials and user guides help agents leverage individual Smart Studio features

30. Helping you enhance sales development
Sales Success 2017
Helping you enhance sales development
Exclusive sales training delivered via webinar
All training partners engaged through 2017
For Sales Success we have secured speakers from all our training partners (Buffini & Co, Leader’s Edge Training, Richard Robbins International, the Institute for Luxury Home Marketing and Genworth Canada) to provide you with free exclusive sales training from the industry’s best!
January kicked off with Chris Leader helping agents “get their house in order” to ensure they have a successful 2017
February is Richard Robbins is ‘Maximizing Productivity’ on February 15,
March is ILHM, Topic TBD, March 23
rlpNetwork will be updated to include coming soon Sales Success webinars with immediate registration and a new format for leveraging Past Webinars.

31. Helping you enhance technology and tools
Tech Toolkit 2017
Helping you enhance technology and tools
Technology training to help your agents leverage the technology available via Royal LePage
Also have some external guests such as ClientClick
For Building Your Tech Toolkit we are going to be refreshing content on some tools like Gmail and Google Calendar while exploring a few new ones as well such as Google Keep.

32. Webinar Library Re-org
Improved searchability

33. Attract foreign luxury homebuyers
February is free!
LuxuryRealEstate.com is the world’s #1 luxury portal
Several times more $1M+ listings than any near-peer
Over 60,000 properties with an average price of $2.4M
Over 500,000 monthly visitors from more than 200 countries
Just $500 USD provides you with:
Unlimited upload of Carriage Trade listings (over $650K) to Mar 1, 2018
Access to exclusive webinars and conferences
Discounted rates in Luxury Real Estate magazine and other luxury publications
Discounted agent and brokerage level memberships are also available
Full details are available at rlpNetwork > Marketing > Carriage Trade > LuxuryRealEstate.com.
Contact Kevlyn Somers, Who’s Who in Luxury Real Estate at

34. Alberta, Manitoba and Saskatchewan Brokers’ Meeting
Recruiting

35. Agenda Recruiting & Retention 2016 Results 2017 Programs & Services
2015 vs 2016 Full Year Results
% of Companies Growing or Neutral
2017 Programs & Services
Recruiting Training and Group Coaching Program
New Broker CRM Integrated with Coaching Program
Brokerage Satisfaction Survey

36. 2015 vs 2016 National Results 14
593
exponentially better!

37. stronger growth in every province!
2015 vs 2016 Provincial Results 52 41 10 31 9 2
AB is first, MB is second and SK is third.
stronger growth in every province!

38. Overall Company Performance
Nationally, since we began to focus on recruiting & retention in 2014, 37% more of our companies grew or stayed the same size (52% vs 71%).

39. Interim Recruiter of the Year Standings
As of Q3, here are is the current leaderboard. We have some repeat leaders from years past as well as new companies joining the top 3.
Top 12
Division 1
Brant Realty
Integrity
100 Mile Realty
Division 2
Global Force
duQuartier
Golden Ridge Realty
Division 3
Flower City Realty
Kelowna
Wolstencroft Realty
Division 4
Signature Realty
Atlantic
RCR Realty

40. Wade Webb Credentials
Wade has helped grow Royal LePage Kelowna from 157 to 213 agents over 3 years. He’s now generously sharing his knowledge with others.
Accomplishments
Recruiter of the Year 2014
2013: 20 gross recruits
2014: 22
2015: 28
2016: 51 (Vying for 2016 Recruiter of the Year)
2017/18: Move up to Division 4?
BrokersBoost Pilot Results
Trained 18 brokers with positive survey results
100% would recommend the program
Results
25% of companies showed gross recruiting increases of 25 – 35%
Hired 24 managers, completed 30 acquisitions. Was trainer, recruiter, Director Professional Development, GM, VP all before he became President. Clients include Bershire Hathaway Fox and Roach (Number 1 in Berkshire Hathaway), Shorewest Realtors (Number 1 in Wisconsin), FC Tucker (Number 1 in Indiana), Coldwell Banker Howard Perry and Walston (number 2 CB in US), etc. In addition, for the results, two of these firms were in Lou’s traditional 6 session program with one year of monthly in-market follow ups and one was on the 6-week program with webinar follow up for three months. Our program is different, somewhere in-between these two program but the results should still be positive.

41. BrokersBoost Testimonial
“I first signed up to BrokersBoost because I knew Wade would deliver a quality program.  I didn't have a structured recruiting program and I needed a way to set me up for success.   The content was great, the bi-weekly coaching calls held me accountable and kept me focused.  
Last year, I recruited 3x the hires I did from years past.  In fact, Royal LePage just told me I was in the top 5 recruiters in BC in 2016! I thank Wade for how he's really helped me grow my brokerage."
Bill Ethier, Broker
Royal LePage Coast Capital Realty
Last year, we had 105 brokers recruit 428 agents on the Buffini Coaching and Accountability Program which was fabulous. When we surveyed participants, some of what we heard that people wanted was…

42. BrokersBoost Testimonial
“Taking BrokersBoost changed me from a broker that didn’t like recruiting to one who excels at it and enjoys it such that we went from a net neutral growth office to one that will look to grow our market share from 40 – 50% in one market and 17 – 25% in the other in 2017.

43. BrokersBoost Testimonial
Also, Wade’s recommendation to hire an Executive Assistant has not only increased our bottom line (online lead revenue increased 5x), but also increased the value we deliver to our agents and will help us achieve our recruiting goals.
The value of the course was 5x what we paid for it!”
Chris Pitman, Broker
Royal LePage Gardiner Realty

44. BrokersBoost Costs
Royal LePage can offer this program to you at a co-funded cost of $600. It retails at $1,200 but Royal LePage will pay half.
How can I Sign Up?
Coaching Session Options
Monday, April 2pm ET
Wednesday, April 2pm ET
Monday, April 2pm ET
Wednesday, April 2pm ET
All Groups: 15 session run with July and August off
Sign-up Forms
On your tables, please fill in the forms and provide them to me.
If you need more time to decide, please the form to
If you’d like more detail on the program, more detail is on my.rlpnetwork.com > Recruitment Training

45. New Broker CRM
The new Smart Studio is designed to help you grow your business too! Launches late March to early April.
Nurture your database of prospective recruits and retain the team of professionals you’ve worked hard to build
CRM – Rank and classify your current agents and prospective recruits, and funnel all of your recruiting leads into the same database, regardless of source
Action plans – Automate best practice recruiting activities for new and experienced agents and support retention by systematically demonstrating care, coaching, support
Drip campaigns – Stay in touch to nurture and convert new and experienced recruits, and reinforce value with your existing sales team to mine referrals to your brokerage
Marketing templates – Same great tools now feature edit-in-place technology for quick and easy creation
Action Plans - Retention:
A+ Retention Plan – For top producing agents with a positive attitude
A-B Retention Plan – For strong to medium agents who fit well in your brokerage culture
C-D Retention Plan – For struggling to low producing agents who need to be managed up or out
Action Plans – Recruiting:
New Agent Recruiting Plan – Prospects who are newly licensed or currently in the process of earning their license (3 month plan)
A+ Experienced Recruiting Plan – Experienced agent prospects who are HIGLY valued for your brokerage (365 day plan)
A-C Experienced Recruiting Plan – Experienced agent prospects who are valued for your brokerage (365 day plan)
Perpetual Recruiting Plan – For all prospects who have completed any of the initial recruiting plans (365 day plan)
Drip Campaigns:
Value Proposition campaign – 11+1 customizable drip highlights a unique feature of our value proposition (weekly or monthly drip options)
Testimonial campaign – 11+1 customizable drip provides a testimonial corresponding to a unique feature of the value proposition (weekly or monthly drip).
Marketing Templates - Same tools now feature edit-in-place technology for quick and easy creation
Co-op cards and s (“Your clients must love your service and professionalism” – or – “Collaborating with you always exceeds expectations”)
We’re Hiring event flyer
Broker Welcome ( and social media post announcing your new hire)
Agent Announcement ( and social media post announcing recruits new gig)

46. New Marketing Tools
The Smart Studio launch is only the beginning! Watch for a developing suite of valuable tools and resources.
New action plans, drip campaigns and marketing templates will continue to develop and optimize your opportunities
Action plans
Onboarding Plans: Optimize success from Day 1 with plans for new and experienced agents
Scripts and Marketing templates
Recruiting scripts, interview questions, ‘Coffee Talk’ career event flyer, and more
Drip campaigns
Pre-licensing Campaigns: Be the destination broker by managing expectations and providing timely and valuable information for people considering a real estate career
New Testimonial Campaign annually to keep those monthly drips pumping

47. Brokerage Satisfaction Surveys
50 companies and ~ 3,800 agents have been surveyed to understand how each brokerage could improve agent satisfaction, retention and referrals.
Why?
Growth: How well positioned are you for growth? Are your agents satisfied and will they refer you in the process?
Operational Excellence: How strong are your processes and how well will they scale?
Best Practices: Read the system’s list of diagnostic questions to help you find solutions if you are below the industry norm.
Service
25 question agent survey software
In-depth one-on-one review
Cost & Timing
Included every 3 years if 35+ agents
Summer signup, fall kickoff
Content

48. Agent Satisfaction Survey Benefits
In Brokers’ words:
Validation and Prioritization: Often a broker is aware of the issues but may not always know what’s most important to fix first. This provides prioritization information.
Ability to Really Hear and Respond to Agents: By actioning responses, agents feel heard and appreciated.
Isolation of Issues to Specific Offices: In a multi-office scenario, office-specific issues are highlighted
Gets Management on the Same Page: In a multi-manager scenario, where different managers have different opinions, it gets everyone on the same page.
Highlights Some Deeper Unknown Issues: An issue that was thought to be resolved showed that it really hadn’t been.
Content

49. Questions?
Thank you!