New Agent 30-day onboarding checklist

Week 1 — Setup & Foundation

• Confirm Agent Business ID and login.
• Complete profile & payment setup.
• Review product materials and pricing.

Week 2 — Learning & Marketing

• Complete at least two training modules in the portal.
• Create a social post using approved templates.

Week 3 — Outreach & Sales

• Reach out to 10 prospects and offer demos.
• Host a product demo or virtual meeting.

Week 4 — Scale & Review

• Review performance and set goals for next 30 days.
• Attend a coaching call or group webinar.

Use the Agent Program KB articles to answer common questions and stay compliant with marketing rules.