Real Estate Team Building Tip # 9 : 5 Creative Ways to Attract Team Agents
Real Estate Team Building Tip #11: Your Culture is Your Best Attraction Magnet

Real Estate Team Building Tip #10 : Your 90-Day Team Member Onboarding & Training Manual

Welcome to Tip #10 in our 12 week series on how to build a successful and profitable real estate team. For the previous three weeks we have discussed how to find and attract the right members for your team.  This week, we cover our recommendations for creating and implementing a 90-Day Plan to onboard and train your new team members.  The goal is to transition the agents joining your team over a 90-day period by having them simply plugin to your existing real estate business systems.

The WBNL Coaching Real Estate Team Builder program includes an agent training manual to accomplish this key strategy for successful team building. 

Team Associate 90 Days to Success – Table of Contents

01_Administrative & Accountability

  1. Team Associate Information
  2. Office Policies and Guidelines
  3. Team Associate Task List
  4. Important Team Information
  5. Daily Work Plan
  6. Team Associate Weekly Activities Report
  7. Agent Perfect Week
  8. Blank Time Blocking template
  9. Business Plan Tracking Form
  10. Attitude is Everything!
  11. Five Daily Habits
  12. Task Checklist (Black)
  13. Training Log

02_Business Plan 

  1. WBNL Coaching Goal Setting Package
  2. Real Estate Closing Goals (3-tab worksheet)
  3. Real Estate Closing Goals (basic)
  4. Business Budget
  5. Personal Budget
  6. Success Action Plan
  7. Income & Expense Statement

03_Database / Referrals

  1. Database TA Task List
  2. 145 Questions to Build your Database
  3. Database Contact List Template
  4. Important Client Information
  5. Introduction Letter
  6. WBNL Coaching Database Letters
  7. Top Producer Training


  1. The Sales Process
  2. Buyer Worksheet
  3. Open House Guide
  4. Open House Scripts
  5. Open House Follow up Plan
  6. Add sample purchase agreement
  7. Add Cost sheet samples

05_Escrow Process

  1. TA Transaction Flow – Contract to Close
  2. Earnest Money Chart
  3. Sales Checklist
  4. Listing Sold Checklist
  5. Escrow Open Form
  6. File Requirements
  7. Contract to Closing chart


  1. New Listing Worksheet
  2. Listing Presentation Guide
  3. Pre-Listing Package Guide
  4. Seller Qualifying Questions
  5. Top Producer Listing Action Plan
  6. Listing Checklist
  7. Add sample listing packet
  8. Add net sheet samples


  1. Farming TA System
  2. Farm Template

08_Prospecting / Scripts

  1. Understanding People
  2. Lead Form
  3. Ad/Sign Call Script
  4. Prospecting Scripts
  5. Prospecting Log Daily
  6. Weekly Prospecting Commitment


Our turnkey, complete team building system includes all of the materials, supporting documents, checklists and manuals along with the step-by-step implementation training delivered via our on-demand video coaching platform. Visit to learn more about our “Team Building in a Box” system to build your profitable real estate team. Here is what you’ll receive:

  • Online, On- Demand Real Estate Team Builder Training
  • Lifetime Access to the Recorded Videos and Documents
  • Complete Package of Documents, Admin Forms
  • Real Estate Team Builder Procedures Manual
  • 90 Day Onboarding & Agent Training Manual
  • Team Project management, accountability, communication system

We also provide a wide selection of other real estate and business coaching programs that are designed with the agent in mind to help you build a successful career with real life instruction on how to implement and execute. You can learn about the other products and services provided by WBNL Coaching below: