← Back to Home
JOHN COLIN & CO.

The Onboarding Blueprint

From "officially licensed" to "first closing" — the exact sequence

Welcome to John Colin & Co. 🎉

You're licensed. You're with us. Now we make you a producing agent.

This blueprint is the exact path from where you are today to your first closed transaction. Each step builds on the last.

Target timeline: Steps 1–8 in 30 days. First listing/buyer client by day 60. First closing by day 90.

📋 The 12-Step Blueprint

  1. Get Activated — board, MLS, lockbox, brokerage tech
  2. Build Your Brand — headshot, bio, cards, signature
  3. Define Your Business — goals, niche, farm, schedule
  4. Build Your Database — sphere upload, A/B/C segmentation
  5. Claim Your Online Presence — every profile, everywhere
  6. Equip Your Toolkit — decks, guides, vendors, content
  7. Practice Until Sharp — scripts, mock appointments, CMAs
  8. The Announcement — go public, generate first leads
  9. Daily Production — Power Hours, OH, content, follow-up
  10. First Conversions — first appt, first contract
  11. First Closing & Compound — review, referrals, repeat
  12. Lifetime Growth — reading, mentorship, culture
Your Blueprint Progress
0% Complete
0 of 0 items checked
🎉 Onboarding complete. You're a producing agent. Now go scale.
1
Week 1

Get Activated

Board, MLS, lockbox, brokerage tech

0/0 ▼
Step GoalYou can search MLS, access listings via lockbox, and log into every brokerage system.

Local Realtor Association

Pick your primary board (RPCRA / NABOR / PG-PC / Bonita)
Submit application + pay dues
Schedule new member orientation
Complete NAR Code of Ethics training
Attend orientation
Complete MLS training class (Stellar / NABOR MLS)
MLS / Matrix login received & tested
Supra eKEY or SentriLock activated
ShowingTime account live

Brokerage Tech

Lone Wolf TransactionDesk login & password set
DealLabs CRM login & profile set up
John Colin & Co. email working on phone & laptop
DealLabs mobile app installed
DocuSign / Dotloop access confirmed
Form Simplicity active
Cloud CMA / RPR access
Bookmark this internal site

Office Access

Office tour with broker / admin
Door codes, keys, Wi-Fi, printer setup
Met office admin + 3 fellow agents
2
Week 1–2

Build Your Brand

Look like the agent you want to be — before you are them

0/0 ▼
Step GoalWhen someone Googles your name, they find a polished, consistent, professional Realtor.
Professional headshot takenSolid background, business attire, smiling, eye contact
3–5 lifestyle / "in action" photos
Bio written — short, medium, long versions
Memorize 30-second elevator pitch
60-second "About Me" video recorded
Brand "color & font bible" — one-page reference
Order business cards (300+)
Order yard sign + rider
Email signature configured (laptop + phone)
Bio added to John Colin & Co. website
3
Week 1

Define Your Business

You can't hit a target you can't see

0/0 ▼
Step GoalYou know your number, your customer, your territory, and your daily activity quota.
Set Year 1 GCI goal & transaction goal
Write your "why" — the deeper reason
Define your ideal client avatar (the ONE)
Pick your niche (one to start)
Define your geographic farm (1–2 zip codes)
Time-block your calendar
Walk through commission split & fee schedule with broker

Money Foundation

Open separate business bank account
Open a separate "TAX" savings accountAuto-transfer 25–30% of every commission
Talk to a CPA about LLC / S-corp setup
Set up bookkeeping
Research health insurance + disability options
4
Week 2

Build Your Database

Your sphere is your business

0/0 ▼
Step Goal250+ contacts in CRM, segmented A/B/C, with notes on top 50.
Export contacts from phone (250+)
Export contacts from email
Add holiday card list
Add Facebook / LinkedIn connections
Upload all to DealLabs CRM

Segment A / B / C

A-Tier (Top 50): Will refer or use youHand-written cards, calls, gifts. 4 touches/year.
B-Tier (50–150): Warm — would work with you
C-Tier (150+): Cold — they know you exist
Identify your 10 "Champions"
Add notes on every A-Tier

CRM Automation

Set up sphere drip campaign
Set up buyer drip campaign
Set up seller drip campaign
Birthday + closing anniversary triggers
Pop-by gift schedule (4x/year)
5
Week 2

Claim Your Online Presence

Plant your flag on every platform

0/0 ▼
Step GoalSame headshot, bio, link across every profile.

Real Estate Profiles

Realtor.com profile claimed
Zillow Premier Agent profile
Trulia profile
Homes.com agent profile
Homesnap Pro profile
RateMyAgent profile

Social Media

Instagram: Professional Account → Real Estate
Facebook Business Page
LinkedIn: headline updated
TikTok business account
YouTube channel
Google Business Profile claimed
6
Week 2–3

Equip Your Toolkit

Build everything before you need it

0/0 ▼
Step GoalYou can walk into any first appointment with branded materials.

Lead Magnets & Branded PDFs

Buyer's Guide PDF
Seller's Guide PDF
SWFL Relocation Guide (snowbird focus)
"What to Expect" timeline PDFs
Hurricane Prep Checklist
SWFL Insurance 101 PDF

Presentation Decks

Listing Presentation deck
Buyer Consultation deck
Buyer Rep Agreement walkthrough memorized
"Why Hire Me" one-pager

Email Templates in CRM

New buyer lead — first response
New seller lead — first response
Showing follow-up
Open house thank-you
Under contract congratulations
Post-closing review request
Sphere monthly update

30-Day Content Batch

Intro / "I'm now a Realtor" announcement post
5 educational posts
5 "Behind the scenes" posts
3 area highlight posts
2 personal posts
3 market stat posts
All scheduled in Meta Business Suite

Vendor Power Team

Title rep (1–2)
Lender (2–3)
Inspector (4-Point + Wind Mit)
Insurance agent
Real estate attorney
Photographer / videographer
Stager
Handyman / contractor
Cleaning service
Moving company
All saved in CRM tagged "Vendor Partner"
7
Week 3

Practice Until Sharp

90% of new agents skip this step. They also fail.

0/0 ▼
Step GoalYou can deliver any of the top 5 scripts smoothly without thinking.

Script Mastery

Memorize: Sphere Call script
Memorize: Buyer First Call script
Memorize: Open House Greeting + Qualifying
Memorize: Pricing Conversation
Memorize: Commission Objection response
Practice elevator pitch 50+ times

Mock Appointments

Mock Listing Presentation — broker plays seller
Mock Buyer Consultation — broker plays new buyer
Mock Buyer Rep Agreement signing
Mock Open House visitor conversion

CMA & Inventory Practice

Build 5 practice CMAs in Cloud CMA
Preview 25+ active listings in your farm
Shadow 2 listing appointments
Shadow 2 buyer showings
Sit at a top producer's open house
8
End of Week 3

The Announcement

Officially go public

0/0 ▼
Step GoalEvery person who knows you knows you're a Realtor. First inbound leads.
Personal call/text to top 50 sphere
Personal email to next 100 sphere
Mass announcement post on every social platform
LinkedIn role update
"Just Licensed" mailer to top 100
Ask 10 close friends/family for Google reviews
Send 10 hand-written cards to A-Tier
Post the announcement Reel/video
Tell every person you talk to that week
9
Week 4 → Forever

Daily Production Begins

This is the engine. It runs every day.

0/0 ▼
Step GoalDaily numbers are non-negotiable.

Daily Non-Negotiables

Power Hours blocked 9–11 AM, every weekday
20–40 prospecting calls/texts per day
Log every call/contact in CRM
3 social posts per week minimum
Daily numbers tracked
5 hand-written cards per week

Weekly

2+ open houses per month
Door-knock 50+ in farm area weekly
Weekly market update to sphere
Weekly broker check-in
Sunday: review last week, plan next week

Daily Habits

Morning routine: hydrate, journal, exercise
Read/listen 20+ min/day
Daily journal: 3 wins, tomorrow's MITs
Phone away by 9 PM, sleep by 10
10
Month 2

First Conversions

Lead → Appointment → Signed Agreement → Contract

0/0 ▼
Step GoalFirst signed agreement. First contract.
First buyer consultation
First Buyer Rep Agreement signed
First listing appointment
First listing won & in MLS
First offer written
First contract accepted 🎉
First inspection coordinated
First appraisal coordinated
First final walk-through
11
Month 3

First Closing & Compound

The first one validates everything

0/0 ▼
Step GoalFirst closing in the books.
FIRST CLOSING 🎉
Closing photo with client
Closing gift delivered
"Just Sold" announcement to sphere & social
Review request sent (Google + Zillow + Realtor)
Hand-written thank-you to client
Thank-you to mentor + broker + lender + title
"Just Sold" mailer to neighborhood
Add client to long-term nurture
Ask client for 3 referrals — directly
90-day review with broker
🎓 GRADUATE FROM ONBOARDING
12
Ongoing

Lifetime Growth

The career is what comes after

0/0 ▼

⭐ Required Reading

M
The Millionaire Real Estate Agent
Gary Keller
The bible.
7L
The 7L: Seven Levels of Communication
Michael J. Maher
Referral business is the only sustainable business.
N
Ninja Selling
Larry Kendall
Doing more by pushing less.

📚 Strongly Recommended

AH
Atomic Habits
James Clear
1
The ONE Thing
Gary Keller
EW
Exactly What to Say
Phil M. Jones
NS
Never Split the Difference
Chris Voss
SH
SHIFT
Gary Keller

🎧 Podcasts

Real Estate Rockstars (Pat Hiban)
Tom Ferry Podcast Experience
Massive Agent Podcast

🎉 Culture & Team

Welcome lunch with broker
Mentor / accountability partner assigned
Added to team Slack / GroupMe
Team meeting cadence on calendar
Welcome kit / brokerage swag
First team event / happy hour
Volunteer for one office initiative
Pick a personal cause / charity to align with
The blueprint is the easy part. The execution is everything. — JC&Co.