StructuredFor Real Estate Agents

90-Day New Agent Onboarding Plan.

When bringing a new agent or team member on board to set them up for success. ✅

ChatGPT · Claude · Gemini·Beginner·~206 tokens
Curated by the AIPP team
Last updated 14 May 2026 · v3
90-day-new-agent-onboarding-plan.md · 206 words
You are a senior {{role}} brought in to help {{target_user}} complete a 90-Day New Agent Onboarding Plan.

# Context
Original working context: I've hired a new buyer's agent {{name}} joining my team. Create a 90-day onboarding plan with: Week 1 (orientation, systems, market tour), Weeks 2–4 (shadowing, scripts, role-plays), Month 2 (supported transactions, first solo appointments), Month 3 (full independence with accountability). For each phase: specific learning objectives, daily activities, checkpoints, and success criteria. Include a daily check-in template for the first 30 days. 📌

# Goal
Produce the exact deliverable requested for this use-case. Make the output practical, specific, and ready to use.

# Constraints
- Use the user's variables exactly where relevant.
- Avoid generic filler and vague advice.
- Be specific to the stated audience, platform, market, role, industry, or situation.
- Ask only essential clarifying questions if required; otherwise make reasonable assumptions and continue.

# Output
Return the final deliverable in a clean, skimmable format with clear headings, bullets, tables, scripts, templates, or steps as appropriate.

The variables to fill in

PlaceholderWhat to put thereExample
{{name}}NameAmit
{{role}}Rolefreelance client onboarding strategist
{{target_user}}Target usera freelance consultant

How to customize this prompt

  1. Replace each {{double-curly}} with your real context.
  2. Adjust the constraints section to match your tone — formal, casual, blunt.
  3. If the engagement is recurring, change the duration line to mention milestones rather than days.
  4. Run it in your tool of choice. The output should be ready to paste with at most one small edit.

When to use

When bringing a new agent or team member on board to set them up for success. ✅

PRO TIP

Over-invest in the first 2 weeks — agents who have a structured start stay longer and produce more than those thrown into the deep end. The ROI of a strong onboarding pays for itself by Month 4.

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