How do I onboard agents remotely without losing the personal touch?

Category: Ask Stu

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 that includes:

  • Live Zoom check-ins
  • Pre-recorded training modules
  • A digital buddy system (Slack, WhatsApp, or even a private Facebook group)

And don’t forget to send something physical—a welcome box, a handwritten note, even branded swag. Tangible touches go a long way in a digital world.

Tag: Ask Stu: Onboarding & Retention

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