YOUR BUSINESS. YOUR NEXT CHAPTER.
See your team’s operating blueprint.
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Build your team. Connect the work.
Give onboarding, accountability and broker questions a clear owner and a shared review routine.
My NEX Team Blueprint
A clear owner. A visible next step.
Your focus: Consistent onboarding
For a proposed team · Just you for now
Name an owner for account setup and a shared onboarding checklist.
Owner: Team leader · Cadence: Before rollout
Every step should have someone responsible for confirming it.
Pair each member’s learning needs with University, LaunchPad and the next live-training dates.
Owner: You / future member · Cadence: Each working week
Adapt onboarding to the people actually joining the team.
Review completed items and unresolved broker questions once each week.
Owner: Team leader + NEX support · Cadence: Weekly review
Use a visible review routine before adding more complexity.
Try an example onboarding handoff
Alex Sample has completed the command-hub lesson. The leader still needs to review the routine and confirm role access.
Fictional operating checklist illustrating a human review. Member access and shared reporting require NEX confirmation.
Elite teams require written broker approval. The company-dollar cap is $18,000 for up to 5 agents, with $2,500 added per additional agent. Confirm the team cap, roles, minimums and exceptions in your written agreement. Review the approved team economics →
Your 30 / 60 / 90-day outline
30 days · Define, test and roll out
- Name an owner for account setup and a shared onboarding checklist.
- Pair each member’s learning needs with University, LaunchPad and the next live-training dates.
- Review completed items and unresolved broker questions once each week.
60 days · Put the routine to work
- Review acknowledged handoffs and overdue items with the responsible members.
- Choose one learning session from the team’s actual questions.
- Resolve access or policy questions with leadership.
90 days · Review and refine
- Compare recorded activity with your starting routine and identify one useful adjustment.
- Review owners, cadence and approved access with leadership.
- Choose the next quarter’s practical priorities from the work you have recorded.
A useful discovery agenda
- Talk through consistent onboarding and the proposed routine.
- Review a proposed team (just me for now), owners and role permissions.
- Confirm written team approval, responsibilities and applicable Elite economics.
Suggested routine based on your inputs. Suggested actions, not earnings or lead guarantees. Confirm onboarding dates, account access and written plan terms with NEX. Approved content: mynex-2026-10-07.1 · reviewed 2026-10-07.