3-Day Onboarding Plan

Day 1: Okta Dashboard + Core Setup w/in 48 Hours of getting to eXp

Goal: Get them comfortable, logged in, and oriented.

Walk them through:

• Intro to the Okta Dashboard / App Dashboard
• Show them where to find their key tools and apps
• Help them understand how to navigate the dashboard confidently
• Bookmark the most-used links in an eXp folder

Bookmark folder items:

• App Dashboard - https://exprealty.okta.com/app Organize for them
• Hub - https://hub.exprealty.com - Homework to set up profile
• Notion Pages - https://wave-alpaca-c4b.notion.site/Goss-Boss-Resources-637df51db4214cf5ba17a4ba92a5257d
• Luxury Notion Pages - https://wave-alpaca-c4b.notion.site/LANDING-LUXURY-LISTINGS-ACCELERATOR-COURSE-FREE-WEEKLY-LUXURY-WORKSHOP-0df275f464c0493e9efb58ddcd5f8e1e
• Discord - https://discord.com/invite/q65dMFgHjX - Show them how to ask questions

Introduce these main apps/tools:

• eXp Global Referral Platform - Homework set up profile (check on 2nd call)
• Build A Sign - Show them how to get their cards and tell them they can order signs too - Homework New Agent Welcome Packet - Free 250 cards ends in 1 year
• Canva Pro - eXp Templates - show them how you can toggle back and forth.
• My eXp - have them also download app - Show them what each thing is
• Agent Stock Programs - New Account Activation - Homework set up profile and Opt In (check on 2nd call)