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Onboarding New Agents

As you are onboarding your new sponsored agents, remember that the first two weeks after an agent joins is super critical for retention. If they have a bad start, they will likely not stick around. You can help them feel like they've made a GREAT decision!

The easiest way to onboard someone after the application is to go through about 3 meetings with them on Zoom using the Screen Sharing with Remote Control

Meeting 1 - Onboarding

Go to clifffreeman.info. Scroll down and click on New Agents

Then click on "Application & Onboarding

MEETING 1 FOCUS - BASIC SMOOTH ONBOARDING: What you'll see on this tab are all of the initial processes that agents go through to get onboarded at eXp. Instead of relying on a million eXp resources, you can use this checklist as a guide to walk them through each step of the journey. The checklist matches up to the buttons on this page.

The CFG Guide to Onboarding Checklist will help you replicate what we do for our onboarding process so you can make your agent's onboarding experience smooth as silk and they get a great first impression of exp! I always tell them that the first two weeks will be a little bumpy, but we will be right by their side to get them through it and on the other side are all the amazing benefits of eXp and CFG!

We are available to answer your questions that come up during your agent's onboarding process, but please be mindful of the time and PLEASE be the primary point of contact for your new agent. If you are going to sponsor agents, this is your business to invest in and you are partnering with your sponsored agent. We are partnering with you to give you the resources to grow your numbers, but we need you to support your agents.

In this meeting, you'll accomplish:

Getting them into eXp World and getting their avatar set up
Order their discounted business cards and signs if needed
Set up their email forwarding with their @exprealty.com email
Get their OKTA Passport set up
Get them signed into Workplace and connected to groups
Get their kvCORE profile set up
Get their eXp Agent Directory profile set up
Explain the eXp Agent Healthcare to them and schedule a consultation with Thad
Explain how the eXp Stock Program works and how to access their stock portfolio (On each transaction, they buy stock with 5% of commission at 5% discount)

Meeting 2 - Getting Connected

MEETING 2 FOCUS - GETTING CONNECTED: In this meeting, you are going to work to get them connected to all of the resources available to them and get them plugged into the training available to help them feel like they are part of something BIG at eXp! The CFG Guide to Onboarding Checklist for Meeting 2 matches up to the buttons on this page.

You will

Introduce them to The Cliff Freeman Group and our core values
Get them to fill out the CFG Agent Profile so we have their best contact information
Opt them into OpCity leads
Connect them to the eXp events and the exotic masterminds
Walk them through the eXp Welcome guide to give them a better idea of how to fit in
Show them how to read the eXp World Training calendar full of free trainings that are put on not just by top producers on the team but all over the country!!!! The best of the best!!!
Introduce them to eXp logos & branding (and guidelines for appropriate usage) as well as CFG logos if they want them
Tech support and who to follow on Social media
Lots of amazing links, resources and books we recommend
How to set up their social media
Get their email and advertising in compliance with Texas rules
Introduce them to eXp Life and also their free subscription to SUCCESS magazine

THE VALUE OF PLUGGING AGENTS INTO CFG AND EXP TRAINING RESOURCES

Plugging agents into the larger CFG team meetings will give them a sense that they are part of the bigger group and they have resources to lean on. Even if you are having mini-team meetings or one-on-one meetings, it's helpful to make sure they know that they belong to something bigger. No one wants to be out on their own deserted island by themselves! There's a lot of value being shared in our team meetings & trainings as well as in the eXp World. Lean on that training to support you in helping them grow and to help them to be resourceful!

We highly recommend getting the agent working through the First 100 Days document immediately to help them get their business on track fast alongside what you are tracking on the Onboarding Checklist. Also, check out our CFG Daily Affirmations

Remember that team leads are intended only to help level-out an agent's business and should never be relied on. Think about the analogy of teaching a man to fish instead of simply giving him a fish. They will never survive and will always be dependent on you. We never want to have an agent who is not resourceful and self-reliant. Instead, we want to teach the agents how to build their own businesses! If an agent needs help with developing their own leads, we encourage them to:

Whole-heartedly work through the BAM and SLAM in the training at www.MegaeXpansion.com system. Use the resources in the courses to mentor your agents and hold them accountable for their progress and completion of assignments.
Have them attend the 11 AM CST Wednesday Coaching Calls that are held live on Zoom or in Megaexpansion in Workplace.
Have them attend the WSS Role Play calls at 11 AM CST on Thursdays.
Join the CFG Team meetings on Fridays at 12 PM CST
Plug agents strategically into some of the 60 hours of weekly training in the eXp World

Our training call details are on the team calendar: https://www.clifffreeman.info/events-calendar

Meeting 3 - Ramping Up

MEETING 3 FOCUS - RAMPING UP: In this meeting, you are going help them get their tools put in place so they are ready to take off on their own! Some of it's training and some of it is eXp systems The CFG Guide to Onboarding Checklist for Meeting 3 matches up to the buttons on this page.

You will

Everything on the clifffreman.info website is searchable using the magnifying glass at the top right corner of the page
If they haven't already taken the DISC test, show them this page and have them take the assessment so you can use it for training. After they take it, we will email them and copy you with their report and resources on how to use their profile to their advantage
If they haven't already started, let's get going on the First 100 Days program which is a great tool for any agent who is not a top producer. Let's streamline and refocus business and activities to help this agent be successful
Plug them into eXp University Fast Start 101, 102, and 103 and eXp Orientation so they know how the corporate systems work
Sign them up for MegaeXpansion coaching and live weekly trainings
Teach them how to leave a voicemail like a rockstar. This is a game changer!!!
Get them started on the Texas New Agent Crash Course
Introduce them to CFG Agent Training tools (here are some examples)
- How to be a buyer's agent (set up MLS search, open Supra boxes, how to fill out a buyer rep and how to write a contract)
- How to be a seller's agent
- How to do referrals and leases
How to login to eXp Enterprise and look at their transaction breakdowns
How to use Skyslope - all listing agreements and buyers under contract must be entered within 48 hours of signing!!!!
Set up Zipforms templates and use them
Access the Texas Broker Room
Utilize DFWMarketreports.com and also show them Altos research. They will be getting their own Altos research account paid for by CFG
How to earn referral money using Utility Connect
Introduce them to CFG's trusted resources and Success Lending
Regsiter for House Canary ($30 CMA for listings)
Where to access training for Agent Attraction
Certifications for eXp Relo, eXp Luxury, and eXp Express Offers ibuyer Program
eXp Global - we are in over 20 countries!!!!!

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