How to Configure and Use the Onboarding Steward
The Onboarding Steward is a proprietary new agent recruiting funnel and onboarding system developed by The Leake Agency.
The system features a professional recruiting landing page, automatic interview scheduling for new agent prospects, and a robust, multi-stage onboarding assistance system including over 50 emails and text messages with automated triggers.
The system walks new agents through each step of the onboarding process with Symmetry Financial Group, from signing up for pre-licensing, to getting contracted with Symmetry, to plugging in with the team, all the way through to becoming an SNA.
This training course teaches agency builders how to configure and use your new Onboarding Steward account to recruit more agents and use automation to maximize your time and communication touch points with new agents for the most efficient onboarding process possible.
The system is currently in an invitation-only closed beta testing phase. Join the mailing list below to be notified when it becomes publicly available.
Course Outline
- 1.1 Introduction to the Onboarding Steward (8:02)
- 1.2 What the Onboarding Steward Is and Isn't (4:50)
- 1.3 What the Onboarding Steward Does and Doesn't Do (4:21)
- 1.4 Tour of the Onboarding Steward (14:53)
- 1.5 Understanding the Pipelines (8:10)
- 1.6 Understanding User Roles (12:52)
- 1.7 Content Particulars to Be Aware Of (8:43)
- 1.8 Where to Get Help with the Onboarding Steward (5:48)
- 3.1 Decisions to Make Before Configuring Your Onboarding Steward (9:51)
- 3.2 Basic Settings Configuration (7:10)
- 3.3 Connecting Your Google Account (2:46)
- 3.4 Calendar Setup and Zoom Integration (7:14)
- 3.5 First Interview Calendar Settings Configuration (7:22)
- 3.6 Configuring Sub Users (5:59)
- 3.7 More About Calendars (10:57)
- 3.8 Setting Up Your Subdomain (8:47)
- 3.9 Setting Up Your Onboarding Request Form URL (10:00)
- 3.10 Adding a Custom Landing Page Bio (6:02)
- 3.11 Populating Custom Values - Preconfigured Values (7:33)
- 3.12 Populating Custom Values - Image Links (10:41)
- 3.13 Populating Custom Values - Typed and Miscellaneous Values (16:18)
- 3.14 Populating Custom Values - Calendly Calendar Event Links (1:50)
- 3.15 Populating Custom Values - Document Links (9:27)
- 3.16 Assign a User to Automation Flows (8:37)
- 5.1 Inserting Someone Part Way Through the Recruiting/Onboarding Process (12:47)
- 5.2 Re-Starting Someone in the Process (6:36)
- 5.3 Skipping One of the Interviews (6:39)
- 5.4 Re-Sending a Particular Message or Sending a One-Off Message (6:57)
- 5.5 Multiple Users Running First Interviews (7:17)
- 5.6 Viewing or Modifying Message Content (8:39)
- Onboarding Steward Master Digest of All Messages
- Onboarding Steward Custom Values Index
- Weekly Call Schedule Template
- Unlicensed Onboarding Checklist Template
- Licensed Onboarding Checklist Template
- Symmetry Hierarchy Template
- Joining Slack Instructions Template
- Email Signature Template
- Copy-and-Paste Text for 1st Interview Calendar Event Notes
- Recruiting First Interview Script
- Recruiting Second Interview Script
- Recruiting KPI Tracking Spreadsheet (30:11)