# Onboarding New Agents

# Onboarding Standard Procedure

## **Purpose**

To provide a structured and welcoming onboarding experience that sets every new agent up for long-term success, integrates them into our team culture, and accelerates their productivity.

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## **Overview**

Successful onboarding improves performance, confidence, and retention. Our “Red Carpet” onboarding experience ensures every agent feels valued, prepared, and supported right from day one.

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## **Step 1: Prepare Before Day One**

 **Technology and Tools Setup (\*Century 21 Admin will Help organize)**

- Email address and email signature
- Voicemail greeting
- Access to all required platforms:
    
    
    - Google Workspace
    - CRM
    - BrokerBay
    - Back At You Media
    - Spotlight, Testimonial Tree, etc.
    - Remarketer
- Business cards ordered and branded materials ready

**Workspace Setup (if applicable)**

- Desk or office station ready
- Name tag or signage updated
- Welcome package organized

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## **Step 2: Prepare a Branded Onboarding Package**

Includes the following materials:

- The Team Mission, Vision, and Core Values
- Marketing materials and presentation samples
- Team value proposition
- Client and internal testimonials
- Team contact list with bios and photos
- Communication rhythm and team meeting schedule
- Signed team agreement, policies, and role expectations
- Team organizational chart

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## **Step 3: Day One – Welcome Experience**

**First Day Agenda:**

- Welcome note and branded gift (e.g., flowers or a curated basket)
- Welcome announcement to the team
- Office tour and introductions
- One-on-one meeting with Anna or designated team leader
- Walkthrough of the Team Playbook and how to use BookStack

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## **Step 4: Structured Training Schedule**

**Week 1**

- Shadow experienced agents on appointments (e.g., listing, showing, offer presentation)
- CRM and tool orientation
- Review SOPs related to listings, buyers, marketing, and compliance

**Week 2–4**

- Attend scheduled team meetings and workshops
- Join group training sessions (topics include lead conversion, prospecting, systems)
- Deep dive into tools: BrokerBay, Google Suite, Spotlight, XSEL, etc.
- One-on-one mentoring/coaching sessions scheduled weekly
- Participate in a business planning and goal-setting workshop

**End of Month 1 Milestones**

- Business plan and personal goal tracker completed
- Full access and usage of all team systems
- Integration into daily workflows and communication channels

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## **Files and Resources**

- Welcome Email Template
- New Agent Onboarding Checklist
- 30-60-90 Day Action Plan
- Tech Access and Login Guide
- Weekly Meeting Calendar
- Branding and Templates Kit
- CRM Quick Reference Guide