Marty Miller 66 day challenge – Day 3

Brief Summary

In Day 3 of the challenge, Marty Miller demonstrates the fundamental skill of manually adding a single contact into KW Command. While bulk imports are useful for large lists, understanding the manual entry process is essential for day-to-day business—such as entering a new lead immediately after an open house or phone call. This video breaks down the “Contact Record” fields, teaching agents not just how to enter data, but why specific fields (like Lead Source and Tags) are critical for future automation and reporting.

Key Takeaways for Your Training Description

• The Basics: Step-by-step navigation to the Contacts Applet and the “Add Contact” button.

• Essential Data: Entering the “Big Three” pieces of information: Name, Email, and Phone Number (and distinguishing between Personal/Work/Home).

• Lead vs. Contact: The strategic difference between checking the “Mark as Lead” box (for new, unmet leads) versus leaving it unchecked (for established relationships).

• Database Segmentation: Using Tags to categorize people (e.g., “Buyer,” “Seller,” “Sphere”) so you can easily filter and target them later.

• ROI Tracking: The importance of selecting a Lead Source (e.g., “Open House,” “Referral”) to track where your business is coming from.

• Future-Proofing: Adding a physical address now to enable the “Monthly Neighborhood Nurture” SmartPlan later.