Refuge Memorial
Onboarding on Autopilot
Overview
Refuge Memorial is a virtual funeral preplanning company that operates as a true consumer advocate — offering families a transparent, pressure-free way to plan ahead from the comfort of their homes. As they expanded their nationwide advisor network, they needed a scalable way to bring new agents on board.
The challenge
The company had no repeatable system for onboarding new sales agents. Every new hire required significant hands-on involvement from management, creating a bottleneck that consumed leadership bandwidth and slowed down growth.
What we built
We designed and built a fully systematized agent onboarding process that standardizes every step — from initial setup to training milestones and system access. The workflow is automated, repeatable, and scalable, allowing Refuge Memorial to onboard new agents efficiently without pulling management into the weeds.
Outcomes
- Management time is reclaimed for strategic, high-impact work instead of repetitive onboarding tasks
- New agents experience a smooth, professional onboarding process from day one
- A repeatable system that scales seamlessly as the advisor network grows
- Reduced onboarding time per agent, accelerating time-to-productivity
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