Use the welcome and first-day information template to communicate arrival details, initial priorities and what your assistant needs to get started.
Use the 30–60–90 Day Onboarding Plan to organize training, introduce responsibilities in stages and establish progress checkpoints.
Use the role authority matrix and SOP resource to define decision-making boundaries, identify escalation points and document repeatable tasks.
Four Practical Tools for a More Structured Start
The Real Estate Assistant Onboarding Toolkit helps real estate agents, team leaders and brokerage owners prepare for a new assistant or bring greater clarity to an existing support role. Your purchase includes four tools from the Aligned Admin toolkit series: 12. New Hire Welcome and First-Day Information Template 13. 30–60–90 Day Onboarding Plan 14. Role Authority and Escalation Matrix 15. Standard Operating Procedure / Workflow Template You’ll download a Start Here PDF containing links to the customer toolkit files, copying and downloading instructions, a suggested sequence tied to Book 3, The Real Estate Assistant Onboarding Playbook, and terms allowing use within your business. The welcome template is an editable Google Doc. The onboarding plan, role authority matrix and SOP / workflow template are PDF resources. Not every tool is supplied in an editable format. Use these resources to prepare first-day information, organize phased training, clarify when your assistant should seek approval and establish a consistent approach to documenting workflows. This purchase includes the Onboarding Toolkit only. Books 1–4, the Hiring Toolkit and the assistant training course are sold separately.
About This Resource
Created by Aligned Admin, this toolkit complements Book 3, The Real Estate Assistant Onboarding Playbook. It provides practical resources to help you translate onboarding guidance into a clear plan for your assistant and your business. Use the tools alongside Book 3 for additional context, or follow the Start Here guide’s suggested sequence. Begin with first-day preparation, plan the onboarding stages, clarify authority and escalation, and document workflows as responsibilities are introduced. The toolkit supports planning and communication. Training, supervision and role-specific requirements remain part of your onboarding process.
Build a Clearer Start for Your Assistant
Get four practical onboarding tools and a downloadable Start Here guide with links to the files. Prepare for day one, plan the first 90 days and establish clearer responsibilities and workflows.
$399.00