Onboarding walkthroughs 6 min read
Rolling out to a team or brokerage
Multi-agent rollouts fail for organisational reasons, not technical ones. Run a pilot, publish the rules, then expand.
Run a pilot first
- Pick 2-3 agents who respond quickly today — they will give you honest feedback.
- Run the pilot for two to three weeks on one lead source.
- Measure median first-response time, viewings booked, and agent hours saved against the same period before the pilot.
Publish the rules before you expand
- Who owns a lead once the AI has qualified it, and how fast they must act.
- What the AI never handles alone: offers, negotiation, legal or financial advice, complaints.
- How agents correct the AI — everyone should know that fixing the knowledge base is the fix.
Expand in waves
- 1Add one office or team at a time, no more than a week apart.
- 2Repeat the transcript review ritual for each new group's first week.
- 3Review plan limits and seats before each wave so nobody is blocked mid-rollout.
Report on it
Use the Analytics view to report response time, lead-to-viewing conversion, and source ROI to leadership monthly. Rollouts survive when the numbers are visible.