Workflow
Buyer onboarding
The first 24-72 hours after a buyer signs — the window where most buyer-agent relationships either lock in trust or quietly leak it.
Buyer onboarding is the deliberate set of moves that converts a fresh buyer signing into an aligned working relationship. Most agents skip the formal version and instead drift into a "send me homes when you find good ones" cadence — which sets up the relationship for ad-hoc texts, missed expectations, and early disengagement.
A tight onboarding has three deliverables in the first 24-72 hours: (1) a written buyer brief the agent and buyer agreed on together, (2) a sample search run from that brief so the buyer sees what shortlists will actually look like, and (3) a stated cadence — what day the agent runs searches, what day the buyer reviews, what day they discuss.
Done well, onboarding turns the next six months from reactive to scheduled.