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.

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.

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

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

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

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

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