First 30 Days at Kale – Agent Checklist

Week 1: Foundation & Setup

☐ Set up an email for real estate purposes

☐ Log into Kale Huddle and confirm access

☐ Review Kale Realty policies/procedures

☐ Add managing broker, Launch Coach (if applicable), and office contacts to phone

☐ Set up voicemail greeting and professional email signature

☐ Join Kale communication channels (Facebook group, email lists, Kale Huddle Community)

☐ Request a Real Geek webpage and CRM

☐ Send a “just joined” message on Kale Huddle community to Kale agents (how long in real estate and area you live in - and your photo)

☐ Order Business Cards

Week 2: Systems & Tools

☐ Set up CRM (Real Geeks or approved system)

☐ Import sphere/contacts into CRM

☐ Complete basic CRM training (tags, notes, tasks, follow-up)

☐ Set up calendar with blocking for lead generation and follow-up

☐ Review showing tools, lockbox access, and safety protocols

☐ Attend Kale Orientation

☐ Review the Orientation online

☐ Complete FairHaven

☐ Set up direct deposit

☐ Sign up for an Association

☐ Inform Kale which association you joined so they can add forms and contracts to dot loop

☐ Log into Dot Loop and confirm access

☐ Log into MLS (MRED) and confirm access

Week 3: Training & Skill Building

☐ Work on Career Kickoff modules

☐ Attend live Kale training or learn more about coaching (risa@kalerealty.com)

☐ Log into The Locker Room and confirm access

☐ In The Locker Room files download the script booklet

☐ Practice client consultation scripts (buyer + seller)

☐ Review offer-writing basics and required disclosures

☐ Shadow or role-play a buyer consultation or showing

Week 4: Production Readiness

☐ Complete the Agent Action Plan on The Locker Room

☐ Schedule time with Risa to discuss your action plan

☐ Confirm lead generation plan (daily/weekly non-negotiables)

☐ Schedule prospecting activities

☐ Meet with Launch Coach ( or Productivity Transaction) to review readiness

☐ Confirm understanding of who to contact at each stage of a deal

☐ Preview 5 open houses

☐ Set up weekly scorecard/activity tracker

☐ Schedule prospecting activities☐ Schedule Association Orientation

End of 30 Days – Checkpoint

☐ All systems active and in daily use

☐ Coaching cadence established

☐ Lead generation started and tracked

☐ Clear understanding of next milestones to first deal