PATH & POST

PREPARATION
STEPS

Are you ready?

Joining Path & Post is a challenge and a commitment to be the best in the industry. A promise to always add value to each and every client. A desire to live the values of Respect, Unity, & Golden Rule+. It requires an all-in effort to enrich the life transition of every client!

LET'S GET STARTED!

PATH AHEAD

4 Steps Forward

Preparation Steps
Onboarding Session
Training Phase
Lead Flow Activated!

PREP NOW

PREPARATION STEPS

Name*
What name do you want on your business cards?
First Last
Cell Phone*
What cell # do you want on your business cards?
Headshot*
Upload a headshot from the chest or shoulders up. A mobile camera pic will suffice, just be sure to have a simple background and smile! Sample Headshots
Max. file size: 50 MB.
Bio*
3 to 5 sentence bio similar to Current Agent Bios
Do you want to claim your SOI contacts as your own?*
Your personal Sphere Of Influence (SOI) is one of the most valuable ways to grow your real estate business. Claiming your own contacts in our CRM will ensure your friends & family get routed to you.
- Yes, I have over 30+ contacts and would like to bulk import.
- Yes, but have less than 30 and will add them manually.
- No, I understand the risk my personal SOI may end up with other team members.
I will complete the Trainual 'Path & Post Difference' subject prior to Onboarding.*
Trainual is our team's knowledge base and training platform. A separate invitation to join will be sent to your new agent@pathpost.com inbox.
- Yes
- No
Thoughts/Questions
Let us know if you have any questions or thoughts in general at this time.

PATH & POST

PREPARATIONSTEPS

Are you ready?

PATH AHEAD

4 Steps Forward

PREPARATION STEPS

PATH & POST

THANKS FOR TAKING THE NEXT STEPS TO BECOMING A TRUSTED GUIDE

PREPARATION
STEPS