Onboarding | Providing the Agent Access [Step Four]

Objective:

To efficiently transition agents from onboarding to their personalized welcome space by compiling necessary links, confirming account details, and setting up their dashboard with proper resources and access.

Step 1: Gather Required Information

1. URLs to Collect:

   • Concierge Page URL:
     • Navigate to Forms in SuiteDash.
     • Locate the Agent Concierge Form.
     • Click Options, select Link and Embed, and copy the URL.
     • If a personalized alias is not already created, create one and copy the alias URL.
   • Form URL:
     • Ensure you have the link for the agent’s specific form (e.g., kickoff form).

2. Confirm Website Domain:

   • Check if the agent has a subdomain or a direct link.
   • Examples:
     • sampleco.brokerbee.com
     • brokerbee.com/sampleco

3. Package Confirmation:

   • Go to the CRM in SuiteDash.
   • Navigate to Companies.
   • Select the relevant company and verify the package or service purchased to ensure proper setup.

Step 2: Update Agent’s Progress and Move to Welcome Space

1. Agent Process Form:

   • Access the Agent Process section and locate Agent Access.
   • Use the instruction guide provided in the form to complete the steps.

2. Steps in the Form:

   • Select the agent/user to confirm their details.
   • Add the confirmed agent plan/package.
   • Provide the URL for their domain:
     • Example: https://sampleco.brokerbee.com or https://brokerbee.com/sampleco.
   • Add the Agent Kickoff Form URL.

3. Submit the Form:

   • Upon submission, the system will:
     • Notify the agent that they have been moved from onboarding.
     • Prompt them to log in and access their dashboard.

Step 3: Verify and Customize the Agent’s Dashboard

1. Impersonate the Agent:

   • Access the agent’s view of the dashboard to ensure proper setup.

2. Dashboard Features to Verify:

   • Concierge Page: Ensure the link redirects correctly.
   • Order Form: Confirm access via the concierge page or direct link.
   • Broker B Vault: Ensure progress if applicable.
   • Messaging Feature: Verify the messaging functionality for direct communication.
   • Left-Side Navigation: Check access to the following:
     • Messaging
     • Invoicing
     • Estimates
     • Proposals
     • Documents
     • Payments
     • Forms and Files

Step 4: Add Team Members (if applicable)

1. Use the designated Team Member Setup Form to:

   • Complete the agent’s full setup process.
   • Add additional team members to the system.

2. For agents requiring websites:

   • Repeat the website creation and URL setup process as outlined in the Agent’s Landing Page SOP.

Step 5: Final Review and Next Steps

1. Final Checks:

   • Verify all links are functional.
   • Ensure the dashboard reflects the agent’s plan and resources.

2. Next Steps:

   • Prepare the agent for their next steps by providing them with:
     • A welcome email summarizing their dashboard access and key links.
     • Any additional instructions or resources needed.

3. Mark Task as Complete:

   • Update the task as complete in your CRM or project management tool.
   • Notify the agent that their welcome experience is ready and provide support as needed.

Quality Assurance Checklist

Before marking the process complete, confirm:

• All URLs are accurate and functional.
• The agent’s dashboard includes all required features and resources.
• Team members are added (if applicable).
• The agent has received clear instructions for accessing and using their dashboard.

SuiteDash Links

• SuiteDash Forms
• Agent Concierge Template Form

Notes:

• Ensure proper attention to detail when selecting the company name and verifying the dropdown options.
• Do not distribute the form until all configurations are finalized and it has been added to the recipient’s platform.