Platform Training LandVest February
LandVest
Platform Training
MARKETING TEAM
SESSION ONE
10:15 AM01
Platform Orientation & Expectations
- How to log in
- Overview of main platform areas: Listings, Leads, Search, Agents, Content & Marketing
- How this platform supports: Visibility, Engagement, Conversion. “In luxury real estate, your website isn’t where clients start. It’s where they decide.”
- Where to go for help after training:
In Accelerator
YouTube
support@unionstmedia.com;
byoung@unionstmedia.com;
byoung@unionstmedia.com;
02
Listings Management
- Goal: Ensure listings are accurate, engaging, and on-brand
- Listings update from Treehouse every 30 minutes
- Changing Featured Listings
- Adding Non-MLS listings (from Treehouse)
- Adding YouTube videos to listings
- Editing service area.
03
Lead Management Fundamentals
- Goal: Understand lead flow and reduce missed opportunities
- Understanding lead data at a high level
- Reassigning leads
- Adding and using tags
- Forced Registration:
What it does
What we’ve found - forced registration drives more leads
04
Saved Search Strategy
- Goal: Turn saved searches into an “always-on assistant”
- What a saved search is (conceptual overview)
- How saved searches drive: Alerts, Engagement, Repeat visits
- Editing saved searches
- Best practices for agent use
05
Agent & Office Management
- Goal: Reduce friction and empower self-service
- Changing agent passwords
- Reordering agents on the site
06
Agent Dashboard Navigation
- Goal: Help agents focus on what matters daily
- Navigating the Leads dashboard
- Navigating the Listings dashboard (most of this will be in Treehouse)
07
Content & Site Updates
- Goal: Keep the site fresh without fear
- Editing menus
- Adding and editing testimonials
- Setting up and writing blog posts
- Content best practices: Consistency, Relevance, Simplicity
08
Products & Features Overview
- Goal: Awareness → adoption
- Agent Sites (separate training)
- Agent Turnkey Site (separate site) $149/month, $500 setup fee
- Agent Premium Site (example) Custom quote
09
Wrap-Up & Next Steps
- What admins should review weekly
- What agents should review daily
- Where to find training videos
- How to request support
- What success looks like after training
SESSION TWO
2 PM01
Platform Orientation & Expectations
- How to log in (Admin vs Agent)
- Overview of main platform areas: Listings, Leads, Search, Agents, Content & Marketing
- How this platform supports: Visibility, Engagement, Conversion
02
Agent Sites
- What is an Agent Site?
- How to access Agent Sites
- How to Update a Blog on an agent site
- How to create Recommended Searches for an agent site.
- How to create a page on an agent site
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