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Start an agent on the roadmap

One minute. You get their personal link to text them, they get a welcome email, and the nudges schedule themselves. You’re copied on everything they mark complete.

Your own code — it tells the system this roadmap is yours. Sean or Mike can send you one.
Who this agent should lean on — shown on their roadmap and in their emails. Their progress always comes back to whoever’s code created this.
Their eXp address once they have one — but a brand-new agent won’t until Phase 1, and the welcome and roadmap link go here. If in doubt, use the inbox they read today.

Before you hit create

  • The date is the day their license goes active at eXp — today if they’re already active. The roadmap counts down to it and starts them in Phase 0.
  • Track changes which tasks they see. New agent = licensed under a year or fewer than three closings. They can switch it themselves on their page.
  • Their email is where the welcome and the roadmap link land — make sure it’s an inbox they can actually open today.

New here?

Contact The AGENT Connection™

Have a Question or Want to Get Connected?

Sean Jager, Founder of The AGENT Connection™, would be happy to connect with you, answer questions, or help you determine the best next step.