Schedule Your
20-Minute Consultation
Schedule Your 20-Minute Consultation
Pick a time that works for you. We’ll review your workflows and show where your Market Center can save time without changing tools.
What We’ll Cover
Your current systems: CommandMC, DocuSign, AccountEdge
Where time is lost: reconciliation, reporting, compliance follow-ups
How a KW-trained associate integrates into your workflow
How the Call Runs
Context: brief overview of your office, volume, and priorities
Assessment: walk through handoffs and current checklists
Recommendations: concrete actions and where an associate adds leverage
What to Prepare
View-only access or screenshots of Command and compliance workflows
Recent examples of tasks that took longer than they should
Your recurring reports list and when each is produced
Any open items you want cleared in the next 30 days
What We’ll Cover
Your current systems: CommandMC, DocuSign, AccountEdge
Where time is lost: reconciliation, reporting, compliance follow-ups
How a KW-trained associate integrates into your workflow
How the Call Runs
Context: brief overview of your office, volume, and priorities
Assessment: walk through handoffs and current checklists
Recommendations: concrete actions and where an associate adds leverage
What to Prepare
View-only access or screenshots of Command and compliance workflows
Recent examples of tasks that took longer than they should
Your recurring reports list and when each is produced
Any open items you want cleared in the next 30 days
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