Dream Core Leadership
Dream Core Leadership
  • Home
  • Our Story
  • Training Hub
    • Getting Started
    • Scripts & Approaches
    • Personal Development
    • How to Onboard New Assoc
    • Training Video's
  • Live Events
  • Contact
  • Business Etiquette
  • More
    • Home
    • Our Story
    • Training Hub
      • Getting Started
      • Scripts & Approaches
      • Personal Development
      • How to Onboard New Assoc
      • Training Video's
    • Live Events
    • Contact
    • Business Etiquette
  • Home
  • Our Story
  • Training Hub
    • Getting Started
    • Scripts & Approaches
    • Personal Development
    • How to Onboard New Assoc
    • Training Video's
  • Live Events
  • Contact
  • Business Etiquette

How to Onboard a New Associate

1. Duplicate with Excellence: Onboarding the Right Way

This guide walks you step-by-step through the proven process to onboard new associates quickly and effectively, so they can earn their Fast Start bonus, build momentum, and stay plugged in.

2. Quick Checklist (Downloadable PDF)

  • ✅ Send Welcome Text
     
  • ✅ Add to Team Telegram
     
  • ✅ Email Action Plan & Training Resources
     
  • ✅ Schedule Game Plan Interview (w/in 24 hours)
     
  • ✅ Plug into Next Zoom/Webinar
     
  • ✅ Confirm Fast Start Training Attendance
     
  • ✅ Help with Prospect List & First Calls

3. Step-by-Step Training Video

 Embed a 5–10 min video (or link to a Zoom replay or Loom recording) where you personally walk through the onboarding process with a screen share and talking points.

🎥 Video Title:
"Step-by-Step: How to Launch Your New Associate"

4. Action Plan Link & Script Templates

Action Plan PDF
📎 [Download Action Plan]
 
Scripts:
 

  • Welcome Script
     
  • How to Book the Game Plan Interview
     
  • Sample Text to Invite to First Zoom
     
  • Script for Helping Make Their First Call
     

5. Onboarding Communication Templates

Copy/paste email & text message templates:

  • Welcome Email
     
  • Action Plan Email
     
  • Reminder for Fast Start Training
     
  • Telegram Invite Message

6. Support & Accountability

Reminder:
You're not just onboarding a rep—you’re launching a leader. Follow up consistently for the first 72 hours and ensure they are connected to support, mentorship, and team culture.
 

Add:

  • 📅 [Book a Coaching Call With Aprel (Calendly Link)]
     
  • 📱 Dream Team Telegram Link
     
  • 🖥️ walkerzoom.com schedule
    .

Text & Email Templates

📲 New Associate Welcome Text Template

Telegram Welcome to the team Text Template

📲 New Associate Welcome Text Template

Hi [New Associate's First Name], this is [Your Name].
Congratulations 🍾 on making the wise decision to start your own business with LegalShield! I’m excited to work with you and help you launch strong!

Here’s what you need to get started:

🔐 Associate Number: [Insert Associate #]
🌐 Website: [Insert Username].legalshieldassociate.com
👤 Username: [Insert Username]
🔑 Password: [Insert Password]

✅ Next Steps

1️⃣ Join Our Team Chat:
We use Telegram to stay connected, share training, and celebrate wins.
👉 Download the Telegram app and join our group: Dream Team

2️⃣ Start Your Training:
Head to: dreamcoreleadership.com
Tap Training Hub > Getting Started to begin your business setup.

Welcome to the team! Let’s build your dream together! 🚀

🎉 Welcome to the Team email Template

Telegram Welcome to the team Text Template

📲 New Associate Welcome Text Template

Subject: 🎉 Welcome to the Team – Let’s Get You Started Strong!

Hi [New Associate’s First Name],

Congratulations and welcome to the team! 🎉
I’m [Your Name], and I’ll be your business mentor as you launch your new LegalShield business. You've just taken an incredible step toward creating more freedom, flexibility, and impact—and I’m here to help every step of the way.

🔐 Your Associate Info:

  • Associate Number: [Insert Associate Number]
     
  • Website: [Insert Username].legalshieldassociate.com
     
  • Username: [Insert Username]
     
  • Temporary Password: [Insert Password]
     

✅ Next Steps to Launch:

1️⃣ Join Our Team Chat:
We stay connected through Telegram—download the app and join our group:
👉 Dream Team Telegram Group

2️⃣ Visit Your Training Hub:
Start here: dreamcoreleadership.com
Click Training Hub > Getting Started to access your launch steps and tools.

3️⃣ Schedule Your Game Plan Call:
Let’s create your success roadmap together! Book a quick call with me:
📅 [Insert Calendly or scheduling link]

I’m so excited for what’s ahead! You are in business for yourself, but never by yourself. Let’s build something amazing together. 🚀

To your success,
[Your Full Name]
Regional Manager | Legal Services Advocate
[Your Phone Number]
[Your Email Address]
[Optional: Your Calendly Link]

Telegram Welcome to the team Text Template

Telegram Welcome to the team Text Template

Telegram Welcome to the team Text Template

🎉 Everyone Help Me Welcome [@TheirTelegramHandle or First Name] to the Dream Team! 🎉

They just made the powerful decision to start their own business with us and are ready to make moves! 💼🚀

[@FirstName], we’re excited to have you here! Be sure to:

✅ Introduce yourself
✅ Check out dreamcoreleadership.com
✅ Start with the Training Hub > Getting Started

We’re here to support you—let’s build your dream together! 💪💜
#DreamTeam #Welcome

Copyright © 2025 Dream Core Leadership - All Rights Reserved.


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