What does this skill do?

Skill Real Estate Agent Onboarding provides a comprehensive 30-day onboarding plan for new agents, including a first-day checklist, a day-by-day schedule for the first week, progressive goals for weeks 2 through 4, and final evaluation criteria. It reduces turnover and accelerates the agent’s first transaction without requiring constant supervision from the manager.

Day 1 Checklist
Organize the welcome session, provide access to tools, introduce the team, and have employees sign HR documents.
Week 1 Day-by-Day Plan
Daily activities focused on the environment: observing visitors, studying the catalog, and role-playing.
Progression: Weeks 2–4
Gradual increase in activities: lead follow-up, supervised visits, and closing the first deal.
30-Day Criteria
Define what the runner must have learned and demonstrated in order to act independently.

Usage examples

🏠 Inexperienced agent
Create a 30-day onboarding plan for a sales agent with no prior experience at Madrid Premium Properties. Use HubSpot CRM and WhatsApp Business.
📋 Standardize the onboarding process
Create a first-day checklist and a first-week schedule to standardize the onboarding process at my real estate agency.
📈 Goal Progress
Design a progression of goals for weeks 2 through 4 for a new rental coordinator who is coming from another agency.
✅ 30-Day Evaluation
Define the criteria for approval within 30 days so that a real estate agent can operate independently in both new construction and resale properties.

Features

30-Day Structured Plan A complete timeline from day one through the close of the first transaction, with progressive milestones.
Day 1 Checklist List of everything that needs to happen on the first day: welcome, access to tools, introduction to the team, and documents.
Company Presentation Script It includes history, values, unique selling points, products, processes, and behavioral expectations.
Final Evaluation Criteria Define what the runner needs to have learned and demonstrated by the end of the first month in order to operate independently.
Self-sufficient material The plan operates without requiring constant supervision from the manager, serving as an autonomous roadmap.

Frequently asked questions

Yes. The program is tailored to the new agent's level of experience, whether they are a beginner, coming from another agency, or from a different industry.
Information about the agency, the position, previous experience, tools to be used, main products, and common challenges during the first few months.
No. The skill generates a structured document that is delivered to the new agent. It does not require any MCP configuration.
Yes. Indicate whether you work with new construction, resale properties, residential rentals, or a combination of these, and the plan will be adjusted accordingly.
Onboarding Real Estate Brokers — Onboarding Agents with Claude AI

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