Let's Get Started!
Welcome to the REI BlackBook family!
We are so glad you are here! You have joined an amazing community of real estate investors who all share the common goal of building a business that allows them to live life on their own terms.
Our mission here at REI BlackBook is to empower small business owners through software, systems and education.
This guide is designed to help you get your REI BlackBook account set up, so you can hit the ground running and fast track your business growth.
Over the next seven days, we will walk you through REI BlackBook, so you know how to get the most out of your new system.
Seven Day Overview
Here is a quick look at what you will be working on this week:
- Day 1: Basic Account Set Up
- Day 2: Set Up Your Business Phone Number & Profit Dial Basics
- Day 3: Website for Lead Capture
- Day 4: Securing a Domain Name & Setting Up Your Business Email
- Day 5: Getting your CRM Set up
- Day 6: Lead Qualification
- Day 7: Property Marketing & Disposition Systems
At the end of each chapter you will see a checklist of items, which will include links to helpful support articles and videos that will guide you through each day’s tasks.
Once you have completed the guide, your REI BlackBook account will be completely set up, and you’ll be ready to start generating leads, and closing deals!
Day 1: Basic Account Setup
On your first day, you will set up the fundamental account settings for your new REI BlackBook Account.
NOTE: Please reference the checklist at the end of this chapter for helpful training videos and support articles to assist you as you get your basic account settings updated.
Update Basic Account Information
You should have already received an email with your login credentials. The email would have come from firstname.lastname@example.org.
After logging in to your account for the first time, your first task is to check your account settings and notification center to ensure the proper information is entered.
We send you notifications about your account to the contact information that is listed in your account settings. You’ll want to make sure what is listed is correct, so you don’t miss any important notifications regarding your account.
The information includes the account holder’s:
- Email address
- Phone number
- Time zone
- Billing address
- Credit Card you have on file
You can also update your password here, which is recommended, since the password provided is automatically generated for you.
Set Up Marketing Profile
Once your basic account information is updated, the next thing you are going to do is update your marketing profile. The marketing profile is used whenever you want to merge your business information into various forms of communication like emails or text messages.
It’s important this information is correct, so potential clients can easily contact you. To access your Marketing Profile simply click on your name in the upper right hand corner, and select Marketing Profiles from the drop-down menu.
Fill out the fields with your business information, and once you are done, click on Save Profile, to save the information. One thing to note is you have the ability to add a profile image and a company logo.
The profile image can be a headshot of yourself, and by adding one, you have the ability to merge that photo into emails or letter templates to add a personal touch to your marketing. Just like the profile photo you can add your company logo as well.
If you don’t have a company logo yet, we recommend you check out Fiverr.com to have one created.
Your logo will become a point of recognition for your clients, and it’s the basis of branding of business, so it’s important to have one.
Set Up Notification Settings
Finally, the last thing you’ll do is set up your notification center. The notification center allows you to decide how you want to be notified when you have inbound leads, calls, text messages, or tasks that are assigned to you.
Receiving notifications about inbound calls/texts will allow you to respond back to leads quicker, and increase your chances of potentially closing a deal. To access the notification center, click on your name in the upper right corner, and select System Settings from the drop- down menu.
Once you’re on the system settings page you’ll select notifications on the left-hand side menu. In the notification center, you’ll want to check your email and phone number listed to ensure they are correct. This is where the notifications will be sent, so if they aren’t correct, you’ll want to update them.
Then, you’ll go through and decide which notifications you’d like to receive and how you want to receive them. Once you have selected your preferences click on Save Changes.
Day 1 Checklist
If you need assistance accomplishing each checklist item, click on the support articles.
- Update basic account information.
- Set up marketing profile
- Set up notification settings.
We appreciate you taking the time to accomplish Day 1 of the Getting Started Guide. If you are ready for Day 2, click here.
For questions, contact us at email@example.com.