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Onboarding File
32%
Step 10 of 13
Task List
North Office Walkthrough
North Office Key and Alarm System Procedure
East Office Walkthrough
East Office Key Fob (deposit paid and fob number tracked) and Skedda booking
"In Office" Button
Red File Procedure
Printer Setup
Copier Code (Accounting)
Ask reception to provide a current list of office contacts, if requested
Business Cards (We will order an initial 500 cards)
Sign Installations
Name plates ordered ($99 plus GST and PST/set of 16)
Email sales@sleeksigns.com
Copy of form provided to Accounting
Wall Name Plate and In/Out Board Name Plate ordered (No cost to agent)
Email barkers@sasktel.net
Invite to Facebook Group
Agent Photo and Bio sent to Support Team
New Agent Social Media Campaign
Sphere of Influence
Safe Sender
Rank My Agent
KV Core
ReallyTrusted
Docusign ($175 plus GST charged to account annually)
Kelowna Kickstart
Travel Arrangements (Booked by Agent)
Rooms (Booked by Agent)
Book Follow-Up Meeting
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