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Ask Stu
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 build out workflows, but layer in personal touchpoints: a welcome call from the broker, a handwritten note, a Slack shoutout when they hit their first milestone.
And here’s a pro tip: record a few personalized video messages that can be reused. A “Welcome to the team” video from you goes a long way—even if it’s pre-recorded, it still feels personal.
