You don't currently have a true, formal onboarding process
Every new hire is trained differently depending on who's available
You hear "That's not how I do that" a little too often
You care about your agency culture, but haven't had time to work with new staff to instill it in them
Onboarding Assistance is about taking the great things you've already created in your agency and making them teachable, repeatable, and sustainable. Together, we'll build a clean, easy-to-follow onboarding process that helps new team members feel confident, happy, and ready to do their best.
Review of your current onboarding and training approach.
Customized 30/60/90-day onboarding and evaluation templates.
Role-specific onboarding outlines (Producers, CSRs, Admin, etc).
Culture and expectation alignment built into the process.
Structured formatting and organization of your current training materials.
Support implementing the onboarding process with your current team.
Core Role Onboarding (1-2 Roles)
Starting at $1,250
Ideal for agencies building or refining onboarding for Producers and/or CSRs.
Multi-Role Onboarding (3-4 Roles)
Starting at $2,000Â
Best for agencies that want consistent onboarding across multiple positions with aligned expectations and evaluation checkpoints).
Full Agency Onboarding System
Starting at $3,000
A complete onboarding structure across your agency, plus implementation support to ensure it's actually used - not just documented.