The 3 stages of agent onboarding: Free checklist!

You only get one chance at a first impression. So why do so many team leaders cram their onboarding materials with dozens of videos, presentation slides, and “helpful articles” that agents may not even read.

For a stronger start with incoming agents, focus on the right targets at the right time in the onboarding process. With this streamlined checklist, you can customize each core onboarding stage to align with your team values and consistently set agents up to win.

Just download the checklist, then:

• Customize each onboarding stage according to your own timeline
• Adjust tasks to reflect your team values
• Add notes and resource links to increase value for agents

Get the checklist!