Industrial Real Estate Agent Onboarding Checklist

Industrial Real Estate Agent Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Industrial Real Estate Agent starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Real Estate onboarding experience or just need an onboarding checklist for your new Industrial Real Estate Agent, you’re in the right place. We’ve put together a sample Industrial Real Estate Agent onboarding checklist below and have created onboarding templates & resources to help.

Industrial Real Estate Agent Onboarding Checklist

1. Introduction to company culture and values: The task involves providing the new industrial real estate agent with an overview of the company’s culture, values, and mission. This helps them understand the company’s core principles and align their work accordingly. The task is typically performed by the HR department or a designated company representative.

2. Familiarization with company policies and procedures: This task involves providing the new agent with a comprehensive understanding of the company’s policies and procedures, including those related to client interactions, property management, and ethical guidelines. The HR department or a designated supervisor typically handles this task.

3. Introduction to team members and key stakeholders: The new agent should be introduced to their team members, including other agents, brokers, and support staff. Additionally, they should be introduced to key stakeholders such as property owners, developers, and potential clients. This task is usually performed by the team leader or a designated mentor.

4. Training on industry-specific knowledge and regulations: The new agent should receive training on industrial real estate market trends, property types, zoning regulations, and legal requirements. This training equips them with the necessary knowledge to effectively serve clients and navigate the industry. The training is typically conducted by experienced agents or industry experts.

5. Familiarization with company tools and technology: The new agent should be trained on the company’s tools and technology used for property listings, market research, client management, and communication. This includes learning how to use CRM software, property databases, and other relevant technology. The IT department or a designated trainer usually handles this task.

6. Shadowing experienced agents: To gain practical insights and learn best practices, the new agent should have the opportunity to shadow experienced agents during property visits, client meetings, and negotiations. This allows them to observe and learn from seasoned professionals in the field. The team leader or designated mentor typically arranges these shadowing opportunities.

7. Introduction to marketing and lead generation strategies: The new agent should be provided with an overview of the company’s marketing strategies, including online and offline channels, to generate leads and attract potential clients. They should also be trained on how to effectively use social media, email marketing, and other promotional tools. The marketing department or a designated marketing specialist usually handles this task.

8. Understanding the company’s property portfolio: The new agent should be familiarized with the company’s existing property portfolio, including available listings, property details, and market positioning. This helps them understand the company’s strengths and offerings. The team leader or a designated property manager typically provides this information.

9. Introduction to negotiation and deal closing techniques: The new agent should receive training on negotiation strategies, deal structuring, and closing techniques specific to the industrial real estate sector. This training equips them with the skills to effectively represent clients and secure successful transactions. Experienced agents or brokers usually conduct this training.

10. Review of administrative tasks and paperwork: The new agent should be guided through the administrative tasks and paperwork involved in the industrial real estate industry, such as drafting contracts, managing lease agreements, and handling property documentation. The team leader or a designated administrative staff member typically provides guidance and support in this area.

11. Ongoing professional development opportunities: The new agent should be informed about the company’s commitment to ongoing professional development and provided with information on relevant industry conferences, workshops, and training programs. This encourages continuous learning and growth within the field. The HR department or a designated training coordinator typically handles this task.

12. Performance evaluation and goal setting: The new agent should have a performance evaluation meeting with their team leader or supervisor to discuss their progress, strengths, and areas for improvement. Additionally, they should collaboratively set goals and objectives for their future growth within the company. The team leader or supervisor typically conducts these evaluations and goal-setting sessions.

13. Introduction to support services and resources: The new agent should be introduced to the various support services and resources available within the company, such as administrative support, marketing assistance, and legal counsel. This ensures they are aware of the resources they can leverage to enhance their productivity and effectiveness. The team leader or a designated support staff member typically provides this information.

14. Networking opportunities: The new agent should be encouraged to participate in networking events, industry conferences, and professional associations to expand their professional network and build relationships within the industrial real estate sector. The team leader or a designated mentor typically provides guidance on networking opportunities and strategies.

15. Review of company performance metrics and targets: The new agent should be provided with an overview of the company’s performance metrics and targets, such as sales goals, client satisfaction ratings, and market share objectives. This helps them understand the company’s expectations and align their efforts accordingly. The team leader or a designated supervisor typically provides this information

Setting Up Your Employee Onboarding Process

From reading through the items in the example Industrial Real Estate Agent checklist above, you’ll now have an idea of how you can apply best practices to getting your new Industrial Real Estate Agent up to speed and working well in your Real Estate team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.