Onboarding New Associates

Set Your Team Up for Success from Day One

The first 48 hours are critical. How you onboard new associates determines their success trajectory.

Use this proven system to give every new team member the best possible start.

The Welcome Call - Do This Immediately

Timing: Within 1 hour — Duration: 15-20 mins

Call Checklist

  • Congratulate them and express excitement
  • Confirm they received enrollment email
  • Explain what happens next
  • Schedule the Game Plan Interview
  • Send them the 'Getting Started' link
  • Add them to Telegram group
  • Ask about their goals and 'why'

Sample Script

"Hey [Name]! Congratulations and welcome to Dream Core Leadership! I'm so excited to partner with you. Do you have about 15 minutes right now to go over your next steps?"

"First things first - you should have received an email from LegalShield confirming your enrollment. Did you get that? Perfect!"

"Before we hang up, let me ask you - what made you decide to get started today? What are you hoping to accomplish in the next 90 days?"

Critical Actions - First 48 Hours

Immediate (1hr)

  • Welcome call
  • Telegram invite
  • Share Getting Started
  • Schedule Interview

Within 24 Hours

  • Follow-up text
  • Invite to training
  • Social media connect
  • Intro to leadership

Within 48 Hours

  • Game Plan Interview
  • Action Plan submitted
  • First invitations
  • Portal walkthrough

Conducting the Game Plan Interview

Review Action Plan

Review their WHY, Top 10 List, and 30/60/90 day goals.

Set Expectations

Discuss time commitment, activity standards, and realistic income potential.

Create First Week Plan

Decide who to invite, when to call, and which trainings to attend.

Game Plan Interview Worksheet

What Every New Associate Needs

LSEngage.com

Official business portal

Enrollment PDF

Step-by-step guide

Presentation Tools

Videos & decks

Scripts

Proven frameworks

Three-Way Calling: The Secret Weapon

The fastest way to train your new associate is to let them listen to you present."Do at least 3 presentations together before they go solo."

1. Associate invites prospect
2. Get prospect on line
3. Associate introduces you
4. YOU do presentation
5. Associate listens
6. Debrief afterward

Troubleshooting & Support

"Not taking action"

Get back to their WHY. Simplify the action steps.

"Getting discouraged"

Normalize the 'no's'. Celebrate small wins.

"Doesn't know what to say"

Practice scripts together. Role-play scenarios.

"Feeling overwhelmed"

Focus on ONE thing at a time. First 30 days only.

Onboarding Checklist

PDF Resource

Interview Template

PDF Resource

Activity Plan

PDF Resource

3-Way Call Scripts

PDF Resource

Build a Strong Team Foundation

Great onboarding creates lasting success. Invest the time upfront to set your team up for wins.

Download Complete Onboarding Kit