Agent Setup Guide

Welcome, Agents!

This landing page template was created to help you present yourself in the best possible way to your customers — professionally, clearly, and confidently.

Below, you’ll find simple step-by-step instructions and videos that will walk you through everything you need to get your page set up and ready to use.

You do not need to be a website expert. Just complete each step in order.

1

Step 1 — Transfer Your Website Template

The first step is getting your website template transferred to your account.

Watch the video below and follow the instructions from beginning to end.

Once the transfer is complete, move on to Step 2.

Video Coming Soon

How to Transfer Your Website Template

2

Step 2 — Purchase Your Domain Name

Your domain name is the web address your customers will use to visit your landing page.

You will need to purchase your own domain name.

I personally use Namecheap, but you may use any domain provider you prefer.

Create an account with your chosen provider — or log into an account you already have — and search for a simple domain name.

Keep It SIMPLE

  • Easy to say
  • Easy to spell
  • Easy to remember
  • Easy to place on a business card, flyer, banner, or car decal

Avoid long names, complicated spelling, numbers, and unnecessary words.

You also do not need to use your last name.

Example

  • WorkWithJohn.com
  • WorkWithJohn.net
  • WorkWithJohn.org
  • WorkWithJohn.online

Example

  • WorkWithCindy.com
  • WorkWithCindy.net
  • WorkWithCindy.org

If the .com is unavailable, that is okay. Choose another simple extension that works for you.

Your customer should be able to hear your website address once and remember it.

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Step 3 — Connect Your Domain to Your Landing Page

Now that you own your domain name, it is time to connect it to your new landing page.

Follow both videos below carefully.

Once your domain is connected, test it yourself to make sure your website opens correctly.

Part One

How to Connect Your Domain Name

Part Two

How to Set Up the DNS

4

Step 4 — Personalize Your Landing Page

Now it is time to make the website yours.

Personalization Checklist

  • Name
  • Photo
  • Phone number
  • Contact information
  • Personal introduction
  • Service information
  • Call-to-action information
  • Website colors, if desired

Want to Change Your Website Colors?

Your website does not have to stay pink or mauve. You can change the main accent color to something that better fits your personal style or brand.

First, choose the color you want and copy its HEX code. A HEX code is simply the little color code that looks like this: #24245D

Then copy the entire prompt below, replace #________ with your own HEX color, and paste the prompt into your website builder AI.

Copy-and-Paste Prompt

WEBSITE COLOR CHANGE PROMPT

I want to change the colors of my website.

DO NOT change the layout, wording, photos, fonts, spacing, sections, buttons, or structure of the website.

Only change the website colors.

MY NEW MAIN COLOR

Put my new color here:

HEX COLOR: #________

Example: Dark blue = #24245D

Please replace the current pink, mauve, burgundy, purple, or similar accent colors throughout the website with my new color.

Make sure you check the ENTIRE website, including:

 Headings and highlighted words

 Buttons

 Button hover colors

 Icons

 Lines and borders

 Boxes and cards

 Background accent sections

 Menu/navigation accents

 Links

 Form buttons

 Footer colors

 Mobile version

Keep the website looking professional and coordinated.

You may create lighter and darker versions of my new color when needed so the website still has contrast.

For example, if my main color is dark blue, you can use:

 Dark blue for important headings and buttons

 Medium blue for smaller accents

 Very light blue for soft background areas

 White or cream where the website currently uses white or cream

IMPORTANT:

Do NOT make every single thing the exact same color.

Keep the existing white/cream/neutral background colors unless changing them is necessary for readability.

Make sure all text is easy to read.

Do not change anything else on the website.

After making the changes, check every page on both desktop and mobile to make sure none of the old pink/mauve/purple color remains unless it is inside an actual photograph.

Don’t Forget Your Disclosure Pages

  • /privacy
  • /disclosures

These pages should also be reviewed and updated wherever necessary so the information accurately reflects your own website, services, communication methods, and business activity.

Before you publish, review the entire website on both desktop and mobile.

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Step 5 — Create Your Marketing Materials

Once your website is live, your landing page becomes the central place you send people.

Your marketing materials should always direct customers back to your website.

Business cards
Door hangers
Flyers
Leave-behind cards
Car decals
Yard signs
Tabletop signs
Event banners
Social-media graphics
Printed handouts

Always Use Your QR Code

Your QR code should always lead directly to your landing page.

This is especially important when you visit a home and nobody answers the door. You can leave a professional flyer, card, or door hanger containing your QR code so the customer can scan it later, learn who you are, review the information, and contact you directly.

Video Coming Soon

How to Create Marketing Materials and Your QR Code

You’re Ready!

Once these five steps are complete, you will have your own professional online presence that you can use when speaking with customers, canvassing neighborhoods, attending events, networking, or following up with referrals.

Take your time, complete each step, and make the page feel like you.

“Thank you all, and may the Lord bless each and every one of you in the mighty and matchless name of Jesus Christ!”

Need help getting started?

Text Beverly:951-565-7963