This is Dawn’s one-pager she reviews with every new agent. It lays out 9 key points every agent must acknowledge and agree to as they join her team. This serves as a great tool to remind agents what they agreed to be held accountable to as a member of the team.
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New Agent Workflow & Expectations Agreement (template)
Team Huddle Agenda
(template)
This is the agenda that Dawn walk her team through every week and helps achieve the performance and growth they have come to expect.
Team Lead Checklist: Inspect What You Expect
As a team lead, you have a million to-dos every day. The very best use checklists to ensure the must-dos get done. Use this valuable checklist every day to make sure your team isn’t missing any of the low-hanging fruit.