Onboarding Progress

Track the agent's progress through the onboarding process.

Overall Progress 0 / 15 tasks
Week 1 Onboarding
0/4 completed
Assigned CFT
Financial Review (FNA)
Select a course provider and enroll in your course.
Money. Wealth. Life Insurance.
Read the first three chapters of Money, Wealth, and Life Insurance.
Attend to Onboarding School
Save your spot for orientation and get it on the calendar now.
Schedule Week 2 Onboarding
Book an hour with your trainer to launch Week 2.
📝 Week 1 Notes
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Week 2 Onboarding
0/5 completed
Assigned CFT
Complete Week 1 Homework
Start Week 2: Learn the 3-3-60 Game Plan
Understand how to grow your agency fast with business partners.
Top 3 Potential Partner List
Think of the top people you would love to win with.
Business Partner Marketing Plan
Schedule Week 3 Onboarding
Book an hour with your trainer to launch Week 3.
📝 Week 2 Notes
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Week 3 Onboarding
0/4 completed
Assigned CFT
Start Week 3: Field Training Basics
Learn how field training helps you build confidence.
Qualify your list of names for marketing
Profile your leads with MACHO traits and connection levels.
Practice your script for extending invitations
Use the ETHOR approach to invite without pressure or over-explaining — call, don't text.
Complete Field Training
Finish 10 field training appointments with your trainer.
📝 Week 3 Notes
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