Free Download · Teams & brokerages
The Agent Onboarding Kit
Stop re-explaining the same five things to every agent you hire.
Three templates that make onboarding a new agent repeatable: a first-30-days checklist, a weekly 1:1 agenda, and a production scorecard.
PDF · 9 pages
Built to be printed
What's inside
- Why onboarding fails, and what to do instead
- First-30-days checklist you can hand to any new hire
- The 15-minute weekly 1:1 agenda
- A production scorecard for the whole team on one page
- Diagnosing an agent who is struggling
- The 90-day review conversation everyone avoids
Download this if any of these are true.
- You're hiring agents and each one gets a different start
- Your 1:1s drift into chat and nothing changes
- You want to spot an agent in trouble before month six
Get the Agent Onboarding Kit.
Free, instant download. We'll email you a copy so you can always find it again.