Build a structured 30-, 60- and 90-day onboarding plan
Set clear expectations, delegate responsibility and provide useful feedback
Document workflows and support ongoing development and retention
From a New Hire to a Strong Working Relationship
Hiring an assistant is the beginning. Clear training, expectations and systems help turn that hiring decision into effective day-to-day support. Book 3: The Real Estate Assistant Onboarding Playbook helps you prepare for your assistant’s arrival, structure the first 90 days and transfer responsibility gradually. Learn how to sequence training, define authority and escalation boundaries, and measure progress using observable performance standards. Through practical explanations, illustrative examples and workbook exercises, you will explore how to provide feedback, establish a sustainable management rhythm and document workflows and standard operating procedures. The workbook also covers professional development, compensation reviews, retention and business continuity during employee transitions. Designed for real estate agents, team leaders and brokerage owners, Book 3 supports both new-hire onboarding and a more organized approach to managing existing administrative support. For structured training in real estate administration, pair this playbook with the Aligned Admin Real Estate Assistant Foundations and Operations Program. The course develops your assistant’s practical skills, while Book 3 helps you plan onboarding, set expectations and manage ongoing performance. Course enrolment is sold separately. Your purchase includes a downloadable How to Start guide with a direct link to Book 3 in Google Docs. Read the current version online, make a private working copy to complete exercises or download a PDF. Private copies and downloads do not update automatically. Books 1, 2 and 4, the companion toolkit and the assistant training course are sold separately.
About Aligned Admin
Aligned Admin was created by Monique Cottrell, drawing on her experience as a remote real estate assistant and former licensed Realtor. Through practical guides, training and resources, Aligned Admin helps real estate professionals define support roles, strengthen administrative workflows and build more organized operations. Simplify the Day. Amplify the Results.
Ready to Build a Stronger Working Relationship With Your Assistant?
A practical workbook for real estate agents, team leaders and brokerage owners preparing to welcome an assistant or strengthen how they manage existing support. Plan the first 90 days, set clear expectations and build systems that support ongoing performance. How to Start PDF with linked access to Book 3 Books 1, 2 and 4, the companion toolkit and the assistant training course are sold separately.
$249.00