Your agent onboarding plan
Welcome to our family!
Our tailored onboarding plan guides you through everything essential to kickstart your journey with our products and services.
1
Week
4
Daily Activities
Make sure to check in with Dwayne weekly to stay on track
2
Contact 3 new people each day.
Enter all data into VAC.
Send out 2 thank you/handwritten notes daily (total of 10/week) to:
Sphere of Influence (SOI)
People you've recently spoken with Vendor partners
Follow-Up &
Communication
Follow up with 15 people from last week.
Use phone, email, text.
Offer a helpful BHHS tool.
Planning
3
Set Weekly DRC (Daily Revenue Commitment).
Time block next week’s calendar.
Scripts & Practice
4
Practice elevator speech & new agent scripts (Week 1 packet).
Daily buyer & seller script practice (audio + partner).
Role play listing presentation (with Dwayne/mentor).
5
6
Finalize plan with Dwayne.
Social Media
Platforms: Facebook, IG, LinkedIn, TikTok, YouTube, etc.
Lead Gen
Host 1 Open House weekly (prep + door knock).
Identify prospecting areas (calls, door knocks, geo-farming, etc.).
7 Education
Look into CE & designations (CAR/GPSR).
Review Week 1–3 checklists.
Listing Agent Job Duties & Responsibilities
Provide guidance and assist sellers and buyers in marketing and purchasing property for the right price under the best terms
Determine clients’ needs and financials abilities to propose solutions that suit them
Intermediate negotiation processes, consult clients on market conditions, prices, mortgages, legal requirements and related matters, ensuring a fair and honest dealing
Perform comparative market analysis to estimate properties’ value
Display and market real property to possible buyers
Prepare necessary paperwork (contracts, leases, deeds, closing statements etc.)
Manage property auctions or exchanges
Maintain and update listings of available properties
Cooperate with appraisers, escrow companies, lenders and home inspectors
Develop networks and cooperate with attorneys, mortgage lenders and contractors
Promote sales through advertisements, open houses and listing services
Remain knowledgeable about real estate markets and best practices
Week 5 Accountability Goals (DRC, Prospecting, Time Blocking, Social Media Post, Open Houses, Door Knocking, etc.)
Week 6 Accountability Goals (DRC, Prospecting, Time Blocking, Social Media Post, Open Houses, Door Knocking, etc.)
Week 7 Accountability Goals (DRC, Prospecting, Time Blocking, Social Media Post, Open Houses, Door Knocking, etc.)
Week 8 Accountability Goals (DRC, Prospecting, Time Blocking, Social Media Post, Open Houses, Door Knocking, etc.)