Client Onboarding Scripts Built for Real Estate Agents

Welcome to [COMPANY_NAME]!

We're thrilled to work with you on [PROJECT/SERVICE]. Here's what happens next:

📋 IMMEDIATE NEXT STEPS:
• [STEP_1] - [TIMELINE]
• [STEP_2] - [TIMELINE]
• [STEP_3] - [TIMELINE]

👥 YOUR TEAM:
• [YOUR_NAME] - [ROLE] (Primary contact)
• [TEAM_MEMBER] - [ROLE]

📅 TIMELINE:
We'll have you fully set up by [DATE].

Questions? Reply to this email or call [PHONE].

Excited to get started!
[YOUR_NAME]

[CLIENT_NAME] Onboarding Checklist

🎯 GOAL: Get you fully operational by [TARGET_DATE]

✅ COMPLETED:
• Initial consultation - ✓
• Contract signed - ✓
• Welcome package sent - ✓

📋 IN PROGRESS:
• [TASK_1] - [OWNER] - Due: [DATE]
• [TASK_2] - [OWNER] - Due: [DATE]

⏳ UPCOMING:
• [FUTURE_TASK_1] - [DATE]
• [FUTURE_TASK_2] - [DATE]

🚨 ACTION REQUIRED FROM YOU:
• [CLIENT_ACTION_1] - Due: [DATE]
• [CLIENT_ACTION_2] - Due: [DATE]

Questions? Contact [YOUR_NAME] at [EMAIL] or [PHONE].

We're here to make this smooth!

[CLIENT_NAME] Kick-off Meeting
Date: [DATE] | Time: [TIME] | Duration: [DURATION]

🎯 MEETING OBJECTIVES:
• Align expectations and goals
• Review project timeline
• Establish communication protocols

📋 AGENDA:
1. Introductions & Roles (10 min)
2. Project Overview & Goals (15 min)
3. Timeline & Milestones (15 min)
4. Communication Plan (10 min)
5. Success Metrics (10 min)
6. Q&A & Next Steps (10 min)

👥 ATTENDEES:
• [YOUR_TEAM_MEMBERS]
• [CLIENT_TEAM_MEMBERS]

📋 PREPARATION:
Please have ready: [PREP_ITEMS]

🎉 Looking forward to a successful partnership!

REAL ESTATE AGENTS CLIENT ONBOARDING SCRIPTS

Hello [CLIENT_NAME],

Welcome! We're excited to begin working with you.

Key Details:
• [IMPORTANT_ITEM_1]
• [IMPORTANT_ITEM_2]
• [IMPORTANT_ITEM_3]

To ensure a smooth onboarding process, please review the following information.

Please let me know if you have any questions.

Best regards,
[YOUR_NAME]
Professional