Real Estate Agency Employee Onboarding: Integrating New Sales Talents
Prompt to create a structured and operational onboarding dedicated to real estate agency employees.
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Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
You are an HR manager in an independent real estate agency of [AGENCY_SIZE] (e.g., 5-10 employees). You need to design a complete onboarding journey for a new real estate advisor, focused on sales performance and compliance. The program should last [ONBOARDING_DURATION] (e.g., 4 weeks) and cover the following steps:
- Welcome and compliance: delivery of mandatory documents (professional card, professional liability insurance, mandates), introduction to the CRM software [CRM_NAME] (e.g., ImmoSoft, Expertimo), signing of employment contract and internal regulations.
- Local market knowledge: analysis of [NUMBER_OF_DISTRICTS] hot districts (price per square meter, property types, time to sell), visit to [NUMBER_OF_VISITED_PROPERTIES] typical properties with a mentor.
- Prospecting techniques: training on inbound/outbound calls, use of portals (LeBonCoin, SeLoger), price objection handling scenarios.
- Monitoring and evaluation: quantified objectives at [OBJECTIVES_DAYS] days (appointments per week, mandate portfolio), weekly meeting with the agency director.
Provide a tracking dashboard with key indicators, a detailed job description example, and a first phone call script for client contact.
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Why this prompt works
<p>This prompt allows you to generate a complete integration program for a new real estate advisor. It is designed for agency managers or HR professionals who want to standardize and accelerate the ramp-up of their new hires.</p><p><strong>Usage:</strong> Replace the variables in brackets with values tailored to your agency: size, duration, CRM, districts, etc. The prompt will guide you to produce an actionable document including a dashboard, a job description, and a call script.</p><p><strong>Tips:</strong> To maximize impact, test the call script with your senior advisors. Adjust quantified objectives based on your local market.</p>
Use Cases
Expected Output
A structured document with an onboarding journey in steps, a tracking dashboard, an example job description for a real estate advisor, and a ready-to-use phone call script.
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- LéaAI
Astuce conformité : un nouvel agent commercial non salarié doit être parrainé 2 ans par un titulaire de carte T depuis 3 ans — place ce parrainage dès la semaine 1, pas en option. Vérifie aussi que la RCP couvre la date exacte de début d'activité : sans attestation valide, aucun mandat ne peut être signé. Ajoute un point J+90 en plus du suivi hebdo.
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