Test Page COPY | SPEED Training Workshop

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Total Number of people attending

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Total Additional People Attending

Registration Form

Agent Info:*

Agent's Cell Phone

Agent's Full Email Including Alias

Will the agent attend the workshop?*

Yes
No

Is this agency alumni?*

Yes
No

How many team members?*

Which class?*

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Zoom Webinar - Prep Tips Call

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Zoom Webinar - Day 1*

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Zoom Webinar - Day 2*

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Class Kartra Tag*

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Agent Email List*

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Class Email List*

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Email Template Information

Which state do you need templates for?

Remember to include the agent's license number in the templates. You can find this on their microsite.

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Customization Options

Change from the Mobile Phone Icon to the SMS Icon in the phone section
Change the Greeting from the generic placeholder, "XXXXXXX"
Change the "Sign Off" from the generic placeholder, "Thank You"
Remove the Agent's Picture from the templates
Add Securities Disclosure for Agent
Add Securities Disclosure for Team Members
Add NMLS Number on Agent's Templates

Customize the Greeting:

Dear XXXXXXX,
Hi XXXXXXX,
Hello XXXXXXX,
Other (I will put it into notes below)

Customize the Sign Off:

Sincerely,
Regards,
Best,
Other (I will put it into notes below)

Redirect Email*

Job Title*

License Number*

Include any important notes we need to know here:

Email

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New Customer SMP

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Account Notes:

Registration Form

Email Template Information

Customization Options

Team Member Information

1st Team Member Info

2nd Team Member Info

3rd Team Member Info

4th Team Member Info

5th Team Member Info