Welcome to the Docusign Jumpstart Challenge

Let Scott Le Roy Marketing help you jumpstart your knowledge of Docusign with this 14 day Challenge!

Click here for the printable version

NOTE: Any and all of the items in any of our Challenges are completely, totally, 100% optional. If you are unable or unwilling to complete any of the Challenge items, you are welcome to skip it!

Find other Challenges to use technology in your business at ScottLeRoyMarketing.com/Challenge

Day 1

Obtain your Docusign email address and password from your SetupComplete email sent to you from SLM. Ensure that you have completed your Docusign verification to connect Docusign to Command: youtu.be/f2ZZPAudIsM

Day 2

Learn how to create an Opportunity in Command: youtu.be/3elMQJM1aqo

Day 3

Learn how to utilize the Opportunities section of KW Command: youtu.be/ECOY2GoR70c

Day 4

Access your forms in Docusign: youtu.be/FGVwrqQH8Mw

Day 5

Review the Docusign Basics in 20 Minutes video: youtu.be/uYHG46rz_7A

Day 6

Learn how to Apply Pre-Filled Form Templates in 2 Ways:
youtu.be/b38ywpP7kWI

Day 7

Attend the next Docusign 101 class or watch a recorded class: youtu.be/9V5CVwxnQBk

Day 8

Learn how to Set up Two Clients to Sign From One Email:
youtu.be/eHIZmm4F-CI

Day 9

Need to sign a document in Docusign? Here’s how:
youtu.be/RHqh1LNpGGY

Day 10

Learn how to delete a document from your room: youtu.be/DrygM5xTb-I

Day 11

Learn how to archive an opportunity and close out a docusign room: youtu.be/CKst1X2p1Cs

Day 12

Want to store a copy of your opportunity/docusign room? Here’s how to export those: youtu.be/wIYNL4yYPo8

Day 13

Attend the next Docusign 201 class or watch a recorded class: youtu.be/vgO-u_UBxYM

Day 14

Continue your learning experience! Select a 30 Day Challenge or pick another jumpstart topic to complete!

Congratulations!! You have completed Docusign Jumpstart with SLM! We look forward to helping you learn your Keller Cloud Technology and get setup for success!

Scott Le Roy Marketing

Scott Le Roy Marketing was founded in 2012 and provides new agent on boarding and technology support for brokerages, agents, and teams. With over 650+ happy clients, SLM has worked tirelessly to provide the highest level of marketing and customer service. There are no 9to5ers around here. We strive for excellence and thrive on customer satisfaction. Contact us today to see just how we can help take your marketing to the next level.

Our customers say it best...

When I learned that we would be taking our technology offsite I have to admit I was very apprehensive at first. We dug in with both feet and what we soon learned was that we were about to be spoiled beyond belief. We have been utilizing your services since November 1 , 2014 and I ask for feedback regularly from ...

- Craig Reeves, Keller Williams Jupiter

I do not have enough good things to say about Scott Le Roy Marketing. Scott is knowledgeable, accessible, professional, patient, and generous with his time. Not only has he mastered his customer service and ever changing market, he is also an excellent teacher. Weather you need guidance or leverage for your business Scott Le Roy is the one to call. ...

- Sara Wong, Keller Williams Orlando South

I have had the pleasure of working with Scott Le Roy for almost a year now. As we on board real estate agents to our Market Center it is crucial that they get “plugged in” with the Keller Williams systems immediately. Scott provides excellent service for our Realtors and for our office. His understanding of the technical needs for business ...

- Molly Biscan, Keller Williams Sarasota

They say there is no such thing as a silver bullet. Well, if there isn’t then Scott Le Roy and his marketing services are the next best thing! He has helped us streamline our on-boarding system and brought all of our agents up to speed on eEdge and eAgency technology. Scott knows our KW systems inside and out and best ...

- Russell Hays, Keller Williams Carmel

I’m very please that Scott Le Roy is working with us at our Market Center, he has been very helpful with me and always response intermediately to my questions. He is also a great adviser for my business. ...

- Nathalie Medina, Keller Williams West Palm Beach

Scott Le Roy Marketing brings so many added benefits to our agents – we have been thrilled with his service! The daily eEdge/KW Tech tips, the bonus marketing webinars and of course the eEdge Academy all educate our agents and allow me to better leverage my time! I also love having his team assist with our agent onboarding! By handing ...

- Sherrie Bommarito, Keller Williams Overland Park

I cannot say enough great things about Scott and his team of tech experts. They are prompt to respond, knowledgeable and downright fun to work with. They seem to have superhuman powers to get our new agents up and running on all fronts. They make growth so much easier which improves the Market Center energy and increases profit sharing referrals ...

- Julie Phillips, Keller Williams Palm Beach Gardens

I have to tell you..I have been with KW for 5 years…as a Team Leader and a Productivity Coach. I have NEVER, EVER felt better about the services we’ve been able to provide our agents around eEdge…until we got into relationship with you. YOU ROCK, Scott! Our agents are THRILLED with what you’re doing for them. Thanks for making my ...

- Hal Benz, Keller Williams Village Square

I really want to say that Scott Leroy Marketing has exceeded my expectations. Questions and emails are always answered in a prompt and professional manner. Plenty of resources are provided including the videos and webinars to assist the agents down to the details. Not to mention the accessibility and convenience of the new website. Thanks a million for all that ...

- Elisa Gilles, Keller Williams Palm Beach Gardens

I would like to personally thank all of you for hiring Scott Le Roy to assist us with eEdge. His service is one of the best tools you could have given the Realtors. As you may know, I know a little about websites, but in the past when we have been stuck with an KW website issue with we had ...

Docusign Jumpstart