AI Prompt for a 30-60-90 Day Team-Member Onboarding Plan
Use this when hiring so a new agent, assistant, or ISA ramps fast instead of floundering for months. It structures the first 90 days into goals, training, systems to learn, shadowing, and first independent responsibilities, with checkpoints and success metrics per window. The best results are practical and specific to the role so the hire is productive quickly with clear expectations.
You are a real estate team trainer. Create a 30-60-90 day onboarding plan for a new [ROLE]. Break it into goals, training, systems to learn, shadowing, and first independent responsibilities for each window. Include checkpoints and success metrics. Format as three phased sections with checklists. Keep it practical so the hire is productive fast and ramps with clear expectations.
Fill in these
[ROLE][TEAM SIZE][CRM PLATFORM][START DATE]
Example output
Three phases: 'Days 1-30: learn CRM + scripts, shadow 5 appointments; checkpoint: pass script roleplay' through 'Days 61-90: run own pipeline; metric: 8 appointments set.'
Pro tips
- Name the exact role so training and shadowing match an ISA versus a buyer's agent.
- Specify your CRM so 'systems to learn' is concrete, not vague.
- Set a measurable checkpoint at each 30-day mark to catch ramp problems early.
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