Agent Intelligence
Launch Guide
New Market Center Launch

KW New Orleans — App Launch Guide

Launch, drive adoption, and operationalize your market center’s app (powered by Agent Intelligence) in 90 days. Assign owners, set dates, execute.

Branding & Links

Update once, reflected everywhere

Objectives

What success looks like for KW New Orleans

  • Enhance the capabilities of KW New Orleans agents.
  • Demonstrate this is not just another app—show clear competitive advantage.
  • Attract top talent with urgency and exclusivity.

Primary OKRs (90 Days)

  • 80%+ adoption: agents with accounts and ≥3 sessions
  • 60% weekly active (WAU/total agents)
  • ≥50% deflection: routine questions answered in‑app
  • 2 recruiting wins specifically citing the app

Secondary OKRs

  • Event cadence in app: ≥1 training + ≥1 culture post weekly
  • Time saved: ≥3 hrs/week per MCA/DOO via automated answers/processes

App URL

https://app.kwNewOrleans.com

Style & Tone

Fun, monumental, tech-forward, accessible

Target Audience

Who this guide aims to activate

  • Primary: KW New Orleans agents
  • Secondary: Agents from other brokerages
  • Tertiary: Public (select assets)

Key Features & Benefits

Real outcomes that matter to agents

  • Exclusive Models: Keller Williams models, business plans, and more—baked into prompts and flows
  • Local Knowledge: Tailored to KW New Orleans (e.g., LREC, CZO) with quick answers to local rules and processes
  • All‑in‑One: Answers, forms, events, and nudges—fewer hurdles, faster action
  • KW New Orleans Private Cloud: Data privacy and protection for your market center

Roles & RACI

Ownership and accountability for smooth launch

Core Roles

  • Operating Principal (OP) — Sponsor, unblocker, holds cadence
  • Team Leader (TL) — Owner: adoption, recruiting enablement, weekly comms
  • MCA/DOO — Owner: data, knowledge base, process automation
  • Tech Trainer/Coach — Owner: demos, office hours, First‑15 onboarding
  • Agent Champions (3–5) — Peer demos, testimonials, group chats
  • Marketing/Comms — Calendar, assets, social/email, press

RACI Snapshot

  • Strategy/OKRs (A: OP | R: TL)
  • Knowledge base build (A: MCA | R: MCA/Trainer)
  • Launch event (A: TL | R: Trainer/Marketing)
  • Weekly feature spotlight (A: TL | R: Trainer/Marketing)
  • Recruiting events (A: TL | R: TL/Marketing)
  • Reporting (A: MCA | R: MCA)

Pre‑Launch Readiness Checklist (D‑14 to D‑1)

Make sure everything is loaded and reviewed

Progress
0 / 14 complete
Brand & Access
Knowledge & Content
Process & Automations
Comms & Assets
Risk & Compliance

Day‑0 Launch Event (45 minutes)

Run‑of‑show and room setup

  1. Vision (5 min) — OP/TL: mandate, outcomes, timeline.
  2. Live Demo (15 min) — Trainer: 4 real workflows
    • Ask forms/policies (“Where’s XYZ form?”)
    • New agent onboarding guide
    • Culture feed & events
    • Simple automation (e.g., training RSVP & reminder)
  3. Install & First‑Run (10 min) — Scan QR, sign in, complete “First‑15”.
  4. Challenge & Incentives (5 min) — 30‑day leaderboard, prizes.
  5. Q&A + Close (10 min) — Next steps and office hours schedule.

First‑15 (Agent Onboarding Inside the App)

Make the app the default in week one

  • Complete profile & notifications
  • Follow culture feed + training calendar
  • Save 3 key docs (listing, buyer, contract checklist)
  • Ask 3 starter questions (FAQ prompts provided)
  • RSVP to next training
  • Invite accountability partner to try a workflow together

12‑Week Communications Plan

Cadence, themes, and asset formats

Cadence

  • Internal: 2 posts/week (feature spotlight + culture/event), 1 weekly email
  • External: 2–3 social posts/week; 1 recruit invite every 2 weeks

Weekly Themes

  • Weeks 1–4: Getting answers fast, onboarding, calendar/events
  • Weeks 5–8: Automation wins, reduced interruptions, new agent ramp
  • Weeks 9–12: Recruiting stories, power‑user highlights, metrics

Launch Email (Agents)

Send at Day‑0

Recruit Invite

Bi‑weekly lunch‑and‑learn

Social Post

Short, punchy reel caption

Poster / Desk Card

Print and place at the office

Meeting Script (TL, 90 sec)

Use at team meeting

Training Program

Weekly demos, office hours, and power‑user path

Weekly Demos (15 min)

  • Find any form/policy in < 60s
  • Culture feed + events (RSVP & reminders)
  • New agent onboarding flow
  • Automating routine requests (marketing, supplies, dues, etc.)

Office Hours (1 hr/week)

  • Bring use‑cases; build live; capture FAQs; add to knowledge base

Power‑User Path (30‑day badge)

  • Complete 10 advanced prompts
  • Publish 2 internal how‑to posts
  • Mentor 3 peers

Knowledge Base: What to Load First

Priority packs and quality rules

Priority Packs

  • Policies & Procedures: onboarding, dues, escrow, compliance, marketing
  • Forms & Checklists: listing, buyer, contract‑to‑close, MC procedures
  • Local/State Guidance: licensing, contract rules, timelines
  • Vendor & Services: contacts, booking, SLAs
  • Training & Events: monthly calendar, RSVP rules, room bookings

Quality Rules

  • Plain English titles; one source of truth; last‑updated stamp
  • Short answers + link to canonical doc; use decision trees where useful
  • Tag by topic and audience (new agent, team lead, admin)

Recruiting Integration

Toolkit and motion that showcase the app

Toolkit

  • One‑pager (benefits + screenshots)
  • 5‑minute live demo script (problem → demo → impact)
  • Objection handling (e.g., “I already use X” → show deflection/time saved)

Motion

  • Invite to “Experience the App” every 2 weeks
  • CRM field: Cited app as reason? Y/N
  • TL follows up within 48 hours with a tailored clip

Measurement & Reporting

Simplified usage metrics you can track easily

KPI Definitions

  • Number of bot messages (Daily)
  • Daily Active Users (DAU)
  • Weekly Active Users (WAU)
  • Monthly Active Users (MAU)
  • Top User of the Week (by app instances)

Cadence

  • Weekly: share the scorecard at team meeting
  • Highlight the Top User each week (by app instances)

Top User of the Week

Risk, Controls & Mitigation

Stay compliant and human‑centered

  • Low adoption → Add mandatory moments: onboarding uses app; forms only in app; meeting agendas posted in app
  • Knowledge drift → Assign MCA as editor; monthly review; retire duplicates
  • Over‑automation → Keep human‑override: clear escalation to staff for edge cases
  • Compliance → Label guidance vs. legal advice; link to governing docs; preserve agent fiduciary duty

FAQs (for Agents)

Fast answers to common questions

  • Is this replacing staff? No. It handles routine questions so staff can focus on higher‑value help.
  • How do I get on the calendar? Simply add it to your normal Google Calendar .ical
  • Who updates content? MCA/DOO owns accuracy; champions flag changes.

30‑60‑90 Day Plan

Accountable milestones (Owner: TL)

  • Days 1–30: Launch, First‑15 completion ≥70%, 4 weekly demos, 1 recruit event.
  • Days 31–60: Add 2 automations; publish 4 success stories; WAU ≥55%.
  • Days 61–90: Expand automations to ops (marketing requests, room booking); 2 recruit wins citing app; deflection ≥50%.

Asset Inventory

Note: we are not providing design/content assets outside this page

  • Use the copy blocks on this page for emails/scripts
  • Record your own 30–60s demo clips tied to weekly themes
  • Create QR posters/desk cards with your App URL

Support & Escalation

Clear lanes for issues

  • Tier 0: in‑app answers/FAQs
  • Tier 1: Agent Champion/Trainer
  • Tier 2: MCA/DOO (content/accuracy)
  • Tier 3: Vendor support (technical issues)

Best Use Libraries

High‑value prompts and task areas

  1. How can I set clear career goals and vision?
  2. What's the best way to develop and review my plans?
  3. Any tips on maintaining a balanced schedule with play days included?
  1. How do I track and manage my leads effectively?
  2. What's the easiest way to design and launch marketing campaigns?
  3. Any recommendations for creating eye‑catching promotional materials?
  1. How can I find and approach potential sellers in my area?
  2. What’s the best way to prepare and present a listing package?
  3. Any tips for staging homes to sell quickly?
  1. How can I attract and follow up with potential buyers?
  2. What should I include in a buyer representation packet?
  3. How do I coordinate and conduct an area tour for buyers?
  1. How do I set up and manage a contract‑to‑closing file?
  2. What's the best way to coordinate inspections and appraisals?
  3. Any tips for ensuring a smooth closing process?
  1. How can I organize and maintain all my files efficiently?
  2. What's the best way to manage my expenses and bookkeeping?
  3. Any advice on maintaining databases and scheduling meetings?
  1. How do I stay updated on the latest market trends and industry news?
  2. What's the best way to handle daily communications and correspondence?
  3. Any tips for participating in training and obtaining industry designations?
  1. What’s the easiest way to understand LREC regulations for new listings?
  2. How do I make sure I'm following all LREC guidelines in my contracts?
  3. Any tips for keeping up with LREC regulation changes?
  1. How do I navigate New Orleans zoning laws for a historical property?
  2. Where can I find info on Comprehensive Zoning Ordinance (CZO) changes?
  3. Any advice on handling zoning issues for redevelopment projects?
  1. How do oil prices affect the real estate market in Louisiana?
  2. What's the best way to stay updated on market changes?
  3. How do I advise clients during volatile market conditions?
  1. What factors should I consider when analyzing property value changes?
  2. How can I keep track of property value trends in New Orleans?
  3. Any tools for quick property value analysis?
  1. How do I determine if a property is in a flood zone?
  2. What's required for flood insurance in Louisiana?
  3. Tips for explaining flood mitigation measures to clients?
  1. What are the latest building codes for hurricane resistance?
  2. How do insurance implications affect property sales in hurricane‑prone areas?
  3. What's the process for disaster recovery after a hurricane?
  1. How do I help buyers secure financing for fixer‑uppers?
  2. What options are available for financing in low‑value areas?
  3. Any tips for dealing with financing issues?
  1. How do I ensure a property appraises correctly?
  2. What can I do if an appraisal comes in low?
  3. How to handle unique properties during appraisals?
  1. What should I look for when dealing with historic properties?
  2. Any tips for complying with preservation guidelines?
  3. How do I estimate repair costs for older homes?
  1. How do I navigate the permit process in New Orleans?
  2. What can I do to ensure a property passes inspection?
  3. How to handle unexpected issues during inspections?
  1. How do I communicate effectively with clients from different cultures?
  2. What's the best way to understand the needs of diverse socioeconomic groups?
  3. Any tips for building rapport with a diverse client base?
  1. How do I build relationships in tight‑knit neighborhoods?
  2. What's the best way to get involved in community events?
  3. How can I leverage community connections to grow my business?
  1. What's the best way to stay updated on new real estate technologies?
  2. How do I integrate new tech tools into my daily business?
  3. Any tips for using tech to streamline my work?
  1. How do I create standout marketing strategies in a competitive market?
  2. What are the most effective digital marketing tools for real estate?
  3. Any advice for maximizing exposure through social media?

Phased Campaign Plan

Launch, Engagement, Recruitment

Launch Phase (Immediate – Jun 30)

  • Internal Communication: announce the app to all agents
  • Initial Social Media Posts: create buzz on FB/IG/X/LinkedIn
  • Press Release: distribute to local real estate outlets and blogs
  • Call to Action: direct potential users to https://app.kwNewOrleans.com

Engagement Phase (Jul 1 – Aug 31)

  • Email series highlighting features and benefits
  • Boosted Posts: $30 Meta boost per post
  • Webinars and live demos to showcase capabilities

Recruitment Phase (Sep 1 – Sep 15)

  • Targeted ads aimed at agents from other brokerages
  • Share testimonials highlighting productivity and success
  • Final push: emails and social to drive sign‑ups and app usage

Budget & Timeline

Simple, consistent paid support

  • $30 Meta boost per post
  • Campaign window: Immediate launch through September 15
Tip: Prioritize boost spend on short demo clips and feature spotlights tied to weekly themes.

Testimonials & Endorsements

Use these in comms, website, and press

“Our new app embodies our belief that AI will not replace Realtors, but Realtors who use AI will replace those who don’t. This app is a game‑changer for our agents.”

— Jeffrey Doussan

“By focusing on the unique aspects of the New Orleans market, our AI‑powered app delivers unmatched value. This is more than just an app; it’s a strategic advantage that empowers our agents to excel.”

— Cody Caudill

Final Checklist to Go Live

Lock it, launch it, learn weekly

  • Roles named; calendar locked
  • Knowledge base loaded & reviewed
  • Launch event scheduled & scripted
  • Assets printed/posted; emails queued
  • Reporting sheet shared; cadence on calendar
Go live. Inspect weekly. Improve monthly.