Retention is the obvious one—but it’s not the only one. I look at: Time to first deal Training completion rates Agent satisfaction scores Engagement in team culture (Slack, events, mentorship) But here’s the real test: ask yourself, “Would this agent recommend our onboarding experience to someone else?” If the answer...
How do I make onboarding feel less like training and more like culture-building?
This is a mindset shift. Most brokers think onboarding is about teaching tools. But the best onboarding experiences are about transferring belief—in your brand, your mission, and your people. Here’s what I recommend: Start with your “why.” Why does your brokerage exist? Why should agents care? Introduce them to your team,...
What should I include in a 30-60-90 day onboarding plan?
This is one of my favorite frameworks because it gives structure to what can otherwise feel like chaos. Here’s how I break it down: First 30 Days: Orientation, systems training, CRM setup, and quick wins. The goal is confidence. Days 31–60: Lead generation, marketing, and production goals. The goal is...
How do I onboard agents remotely without losing the personal touch?
Remote onboarding is here to stay—but that doesn’t mean it has to feel cold or disconnected. The key is to over-communicate and over-personalize. Start with a welcome video from you—not a generic one, but something that says, “Hey [Agent Name], we’re pumped to have you.” Then, build a remote onboarding flow...
What’s one onboarding move that always gets results?
Assigning a mentor or buddy. Every time. It’s simple, it’s scalable, and it works. When a new agent has someone they can text, call, or grab coffee with, they’re more likely to ask questions, stay engaged, and feel like they belong. But don’t just assign a buddy and hope for...
How do I keep onboarding personal when I’m scaling fast?
This is the million-dollar question—and the answer is automation with intention. You can absolutely scale and still keep things personal. The trick is to automate the repetitive stuff—like welcome emails, training reminders, and task checklists—so your team has more time for the human moments. Use tools like Trello or Monday.com to...
What’s your take on onboarding portals? Worth it or overkill?
I get this one a lot. My answer? It depends on how you use it. A lot of onboarding portals are just glorified file cabinets—PDFs, links, and a bunch of “read this later” content that no one actually reads. That’s not onboarding. That’s homework. But when done right, a portal...
What’s the first thing I should fix if agents keep ghosting me after onboarding?
If agents are ghosting you after onboarding, it’s usually not about them—it’s about the experience you’ve created. Most of the time, it comes down to a lack of follow-up. You might think they’re fine because they haven’t said anything, but silence doesn’t mean satisfaction—it means disengagement. Here’s what I recommend:...
