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Technology Training for Agents

       Internet * Marketing * MS Office

Affordable Pricing:

  • One-on-one sessions $49 - per hour
  • Small Group sessions You + 1 other only $29 per student per hour
  • Brokers - click here for pricing and information on how our training can help you lower costs and support your agents and staff.

Start Saving Now...

  1. You can Save 20% ($10) by calling me right now at 206.850.9996
    (this is applied to your first one-on-one session only)

  2. Save 40% ($20) by having one other person join your training session
    (this can used for each training session you take with a friend, but can not be applied with any other discount,)

Click in the circle to Register for a pre-scheduled course or fill out the short form > > >
and we'll set up a 1-on-1 or small group session to optimize your time and skill level.
 

Learn how Top Agents use Outlook!
The first 2 classes listed will give you insight into how top agents are using Outlook and it's technology to become more effective and more efficient.

 

"Jeff knows Outlook and he knows how to teach in layman's terms.  He provides a high level of customer service and is available for questions and problem solving long after the training is over."
Lori D., John L. Scott
Federal Way, WA

NEW! An Effective Communication Strategy using Outlook
(75 to 90 minutes)  Special 1-on-1 Pricing: $49 ($10 savings) (Applies to both Outlook 2003 and Outlook 2007)
 
In this training we'll walk through a step by step process to set in motion a complete communication strategy for a contact, just like you would do with a prospect, client or your sphere.  We'll cover:

  • Adding a contact, a new category and adding the contact to the Categories that apply to them

  • Using my Auto Follow-up Scheduler (you'll receive this free Excel file after the training) to easily keep track of the follow up with a prospect or client. 

  • Immediate access to all the documents related to a contact

  • Never forget to follow-up!  Adding reminders is easy and I'll show you how to add them to a contact or to another Outlook item (email or task)

We'll also create and use what I call "instant" emails and schedule a few emails to go out at one-week intervals.

Upcoming Pre-scheduled Group Sessions:

$29

October 22 at 10am PDT - Register now >>>
October 29 at 10am PDT - Register now >>>


   
 

NEW! How to Start and Manage Your Database using Outlook
(
75 to 90 minutes Special Pricing: $39 ($20 savings) for a 1-on-1

When you've completed the training you will know how to:

  • Add contacts to your database to streamline the mail merge feature

  • Put a contact into multiple Categories

  • Create new Categories

  • Sort your data by Categories and other criteria

  • Export your contacts for back up

We'll also discuss different strategies for your consideration as we go through the each step to set up and manage your database.

Upcoming Pre-scheduled Group Sessions:

$29

October 23 at 10am PDT - Register now >>>
October 30 at 10am PDT - Register now >>>


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How can our training be more effective than
other training companies?

First of all we offer a "100% Learn It! Guarantee".  What that means is we provide you with free tech support on the material we covered during your training session...until you get it.

All of our training is done live online using the internet and your phone.  Like a traditional classroom, there is student-teacher interaction, you'll watch and hear the presentation (in real time) and ask questions, we're just not physically in front of you.  Depending on the training course...you may want a hands-on experience...no problem.  Below are some of the benefits of our training compared to a traditional classroom setting.

Training Benefits Us Them
Live training Yes Yes
Ability to verbally ask questions Yes Yes
Hands on experience Yes Yes
Use your own computer (laptop or pc) Yes No
Free Tech Support Yes No
You can attend from your home or office Yes No
Is the training exactly what you want? Yes No
Small Class Size Yes No
"Eco-friendly" (using less resources) Yes No

The classes listed below do not currently have pre-scheduled dates.

  • NEW! Automate a series of Emails to be sent to a group
    (60 to 75 minutes)  Special Pricing: $39 ($10 savings) 1-on-1 or $29 each for You + 1 (Applies to both Outlook 2003 and Outlook 2007).

     
    In this training we'll take you through the steps to set up a series of emails to be sent automatically (aka a drip campaign) to a group in your database. 
    You'll learn:

    • Creating a distribution list

    • Using what I call "instant" emails

    • Scheduling your emails to go out at three-week intervals

    Generate more referrals and convert more prospects into clients by streamlining your client and prospecting communication.

  • Mail Merge Mania!
    (60 minutes)  Special Pricing: $39 ($10 savings) 1-on-1 or $29 each for You + 1
    We'll go through all the steps required to use this "time-saving" feature.  I'll also show you some tricks that will make it easier to use this incredible tool that will save you hours!  You'll learn how to:

    • Create Form Letters and make changes to just one or two if you like

    • Personalize the same email message that your sending to several people at once

    • Create mailing labels

    • Select the contacts within a Category for your mail merge

    • Create templates that will save you additional time with m

    This is how you begin to harness the power of a database...when you can use these time saving features to streamline your client and prospect communication.

  • Want to Dump Top Producer 7i or 8i for Outlook 2007 or Outlook 2003?
    (30 minutes)  FREE - there is no charge for this call
    If you want to "make the switch" from Top Producer 6i, Top Producer 7i or Top Producer 8i to another program...in 30-minutes I will explain the pros and cons and the process that's involved.  I also share with you how I can make the switch quick and easy. 

Additional classes (and a few Agent Testimonials) are listed below in a logical learning sequence to maximize your benefits from our training.

Microsoft Office 2003 or 2007
These classes are taught using the program features approach.

Outlook 2007 & Outlook 2003 Sessions (Core Class Descriptions)

Recommended Learning Sequence: The Core Four (in bold)

  • The Contact Form - Entering Your Data Correctly! (60 minutes)

  • Sorting Your Contacts: Target a specific group using Categories and Grouping (60 minutes)

  • Easily Create Form Letters & Address Labels - Mail merge(60 minutes)

  • Backing Up Your Contact Data (30 to 45 minutes)

  • Importing an Excel File (30 to 45 minutes)

  • The Calendar and Task Features: Overview and use (60 minutes)


Publisher 2007 & Publisher 2003 Sessions (Core Class Descriptions)

Recommended Learning Sequence: The Core Five (in bold)

  • Setting Up Your Page Layout - Plus tools and tips (60 minutes)

  • Working with Pictures (60 minutes)

  • Jazz it Up! Using gradients and shapes (60 minutes)

  • Duplicate style for flyers, postcards and brochures (45+ minutes)

  • It's all about Word Art! (60 minutes)

  • Creating a Flyer, a Postcard or Brochure (60 minutes each)

  • Print mailing address information directly on your marketing piece (60 minutes)

Agent Testimony:  Kathy had this to say...

  "The training feels like you are privileged among a select
  few...it's like having your own professional trainer."
 
Kathy K., Coldwell Banker Bain * Bellevue, WA


PowerPoint 2007 & PowerPoint 2003 Sessions (Core Class Descriptions)

Recommended Learning Sequence: The Core Three (in bold)

  • The Basics - Using templates, adding text and pictures (60 minutes)

  • Animation & Sound Effects (60 minutes)

  • Presentation Tips: The content and flow of your presentation (60 minutes)

  • Create Your Own Background Design (60 minutes)

  • Think Out of the Box and Burn it! (60 minutes)


Excel 2007 & Excel 2003 Sessions (Core Class Descriptions)

  • New: Using Excel 2203 or Excel 2007 to Automate a Contact Communication Schedule

  • Using Excel 2003 or Excel 2007 as a Simple Database - including mail merge to create form letters and labels using Word (60 to 90 minutes)

  • Using Excel 2003 or Excel 2007 to Track Expenses - Free Expense Tracking System
    (60 minutes)

Agent Testimony:  Loel had this to say...

  "I don’t want to oversell my experience, but it was
  fantastic.  I accomplished more in our Outlook and Excel
  remote online sessions than I did in person with a so
  called "expert"."

 
Loel L., John L. Scott * Redmond, WA


Personal High Performance (More Classes & Descriptions)

  • A Simple Time Management System - 60 minutes
  • Setting up a Business Plan (60 minute and multiple sessions available)
  • The 7 Critical Areas to Sales Success (60 minute and multiple sessions available)

Other Testimonials

More about Jeff

 

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