Compass

Project: Agent Onboarding Deck

Upon joining Compass, I realized the initial marketing onboarding experience for our customers (agents) was problematic. They left feeling overwhelmed, confused, and full of information that wasn't necessary to have until much later in their tenure with the company. Since agent success at Compass is based on building blocks, I wondered why the agent onboarding experience did not reflect that.

To solve this, I started with the question: How can we make our agent onboarding experience seamless, thoughtful, and straight forward to best set agents and their teams up for immediate success with marketing? From there, I set out to speak with other regions (New York, D.C., Seattle, and Dallas) to see how their onboarding experience was structured, and additionally created a task force that would meet weekly until the project was complete. Based on my findings, I was able to pinpoint what I believed would work, and what I believed wouldn't.

After six weeks the project was complete, with the new onboarding experience consisting of a refreshed deck - with updated design, layout, and copy - now bridging the gap between the company, us, and the customer, our agents. We found that the experience was much more concise, and gave us time to answer questions during the presentation itself rather than waiting until the end, adding collaboration and thoughtfulness. Additionally, the new onboarding experience made it clear to our customers what was needed from them to build the necessary blocks to success.

View agent onboarding deck