If you're scaling a team, hiring support, or simply trying to bring more clarity and consistency into your business, you won’t want to miss this episode of the Life and Listings podcast. In Episode 84, Jennifer Staats dives deep into the often-overlooked areas of onboarding and offboarding—breaking down exactly why they matter, what steps you need to take, and how to create efficient systems that truly support growth. Whether you're bringing on agents, admins, or contractors, this episode is packed with actionable tips, templates, and examples to help you build workflows that actually work. Tune in and grab the free playbook to start optimizing your onboarding process today!
“One of the key elements that every onboarding should include is role clarity, who's doing what? What's the expectations there? Whether it's your team or and or your agent, or the person being on boarded, who's doing what? What tools and systems does this person need access to be successful? So think through that ahead of time. Think about the things they need to be successful to bring them into your team.”
Key Highlights:
Onboarding and offboarding are essential workflows that go beyond paperwork—they shape the new hire’s experience and prevent chaos, confusion, and broken promises.
Every onboarding plan should include role clarity, tools and systems access, cultural and brand integration, and clear checklists to ensure consistency and alignment across your team.
All documentation should be role-based rather than name-based, so your systems remain scalable and adaptable as team members come and go.
Onboarding and offboarding plans must be customized for different types of team members, such as agents, contractors, and employees, since each role has unique needs and requirements.
Using templates and checklists with linked resources like emails, videos, and brand materials can significantly reduce time spent and minimize mistakes in the onboarding process.
Your onboarding and offboarding systems should be treated as living documents that evolve over time with team feedback, growing needs, and changing tools—ideally with someone owning the process.
Download the Playbook:
https://app.datalabz.re/forms/e23412ac-bb1a-4302-ad81-3e3d4fd744e9
Connect with Jennifer Staats:
Website: staatssolutions.com
Staats Solution Instagram: https://www.instagram.com/staatssolutions/
Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor