Onboarding New Agents

Initial/Critical Tasks

This task list is designed to get the agent up and running with the most important things they need to continue running their business. When you can tell that the agent is engaged and completing the tasks, go ahead and schedule your Onboarding Meeting #1.

****This has all been moved to a Basecamp Template***
Need to move the below to the same template

Prior to Onboarding Meeting #1

****All added to Basecamp checklist***

Onboarding Meeting #1 Checklist

  1. Print this checklist for the meeting.
  2. List of Tutorials

After Onboarding Meeting #1

  1. Send these two emails
  2. Schedule to send this email the morning after you send the other two emails
  3. Are they taking leads? Schedule this email to send at the same time as email #2
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