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.
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"
Action Plan PDF
📎 [Download Action Plan]
Scripts:
Copy/paste email & text message templates:
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:
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]
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! 🚀
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.
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]
🎉 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
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