The New Agent's First 90 Days Checklist

How it works

Three steps.

Tick items as they happen. Progress saves in this browser.
Share the link with an agent and they get their own copy.
Enter an email to unlock the week-by-week version with dates and the printable.

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Before day one: the launch kit

Professional headshot taken, directed by a shot list
Short bio written in the office voice, 80 to 120 words
Email signature in brokerage branding
Business cards ordered
Agent page live on the office website
The "I'm licensed" announcement post drafted and approved
Sphere email drafted: who you are, what you do now, one ask

Week 1: announce

Post the announcement from your own profile
Send the sphere email to everyone you know, in batches
Update every social bio with the brokerage and a link-in-bio page
Claim or update your Google Business Profile if the office allows agent profiles
Add fifty people to the CRM with a note on how you know them

Weeks 2 to 4: the habit

Post three times a week from the office content plan
Share the office's weekly recruiting post to your profile
Send one personal note or text a day to the sphere
Attend every training session the office runs
Shadow two listing appointments and one open house
Build your buyer presentation from the office template

Weeks 5 to 8: first transactions

Host or co-host two open houses using the office open house kit
Follow up with every open house visitor within 24 hours
Submit your first listing (or a co-listing) through the office dashboard for a launch set
Write your review request script and practice it out loud
Post a neighborhood piece about the area you know best

Weeks 9 to 12: proof

Ask for a review from every closed or served client
Post your first milestone: first listing, first closing, or first client served
Review the numbers with your team lead: posts, contacts, appointments, reviews
Decide with your team lead which three habits carry into the next 90 days
Skip: paid leads, a personal logo, a second brand. Not yet.

Keep going

Related.

FAQ

Questions, answered

Where does the list come from?

The New Agent Recruiting Playbook's onboarding checklist and 90-day plan, trimmed to the marketing pieces an agent can actually control.

Does progress sync between devices?

No. Progress lives in the browser you tick it in. The share link gives another person a blank copy. Offices on Team Marketing Department get the same list inside the white-labeled dashboard with roster progress.

Can a broker hand this to every new agent?

Yes. That is the idea. Forward the link, or unlock the printable and put it in the onboarding folder.