Day 1 - Day 2 - Day 3 - Day 4 - Day 5 - Day 6 - Day 7 - Day 8 - Day 9 - Day 10 - Day 11 - Day 12 - Day 13
DAY 13
Onboarding with Amy
Team Leads Onboarding Agenda
Goal: Begin working our team-generated leads & slack overview
Format: 45-60 minutes | Zoom or In-Person
Host: Amy Rollins
Scheduling: Watch for a Calendly link to book your onboarding time
⚠️ Pre-Onboarding Requirements — Must Be Completed First
Before scheduling your onboarding, you must:
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Have at least 20 pond leads
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Be actively working them by following all steps found in the Pond Lead Protocol
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Have completed 10 AI Shilo Roleplay Calls
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Calls must come from either your pond leads or the Shilo Role Play Call List
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Please review the documents linked below prior to the session to be fully prepared, to ensure your success moving forward, bookmark these documents to reference as needed as you begin working team leads
Meeting Agenda
1. Welcome & Goals (5 mins)
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What to expect in this onboarding
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Importance of showing up ready to execute
2. Understanding Team Leads (10 mins)
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What team-generated leads are and their value (Zillow, Realtor.com, Ylopo, etc.)
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Why conversion strategy is different than sphere or referral
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The value of speed, skill, scripting, and follow-up
3. Mastering Your Conversion Strategy (15 mins)
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Call, text, and follow-up templates - Pond lead reviews
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Live examples from top performers
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Personalizing outreach and maximizing connection rates
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Shilo scripting – how to apply your roleplay learning - call reviews
4. CRM & Workflow Expectations (10 mins)
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Daily login/check-in habits - LTCTD review
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Proper tagging, notes, tasks
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Follow-up timelines and setting up your FUB home page
5. Accountability Metrics & Conversions (10 mins)
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What success looks like
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Agent-to-appointment expectations
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Lead reassignment policy
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Reporting & communication
6. Creating Value and Differentiation (10 mins)
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How to win their trust early
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Using off-market & pre-list inventory
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Local lender/partner tie-ins
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Scripts that position you as “the expert”
7. Q&A + Next Steps (5–10 mins)
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Final reminders
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Resources to bookmark
Optional follow-up 1:1
Scripting Documents for Agent Training 2025
Important documents for agents to bookmark as they begin working team leads:
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Requirements for New Agents Working Appointment Leads - All agents must read & review this document prior to claiming and working an appointment set lead
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Day 1 Follow Up Text Messages – Follow up text message requirements for working appointment set leads
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Day 1 Showing Script – Script guidance and example for day 1 conversations with appointment set leads - general framework
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Ultimate Guide to Real Estate Sales Keywords – Make sure you are adding value on day 1 by incorporating important keywords.
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Voicemails with a strong CTA – As a real estate agent, every conversation—whether live or via voicemail—should move your lead closer to taking action. A voicemail with a clear call to action (CTA) increases the chances of getting a response and progressing the relationship. Here’s why it’s essential...
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FUB Stages – Please review and make sure you are keeping your pipeline up to date, stages must be updated DAILY.
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Magic Words Field Guide - Helpful insights on overcoming specific objections
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Barry Jenkins Script - Scripting framework strategy
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Shilo Roleplay Call List 2025 - Listen to 5 star calls and practice common objections!