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.
Role-Based Onboarding System
Investment: $2,500 per role
Ideal for agencies building or refining onboarding for Producers and/or CSRs.
Full Agency Onboarding System
Investment: $7,500
A complete onboarding structure across your agency, plus implementation support to ensure it's actually used - not just documented.