What should I include in a 30-60-90 day onboarding plan?

Category: Ask Stu

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 momentum.
  • Days 61–90: Accountability, performance reviews, and deeper coaching. The goal is independence.

Each phase should have clear deliverables, check-ins, and celebrations. When agents know what’s expected and what success looks like, they’re more likely to stick around and perform.

Tag: Ask Stu: Onboarding & Retention

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