Onboarding plan

Talent Agent Onboarding Plan (30-60-90 Days)

A practical, printable plan to take a new talent agent from first day to full productivity.

Updated By the Career Education Institute Curriculum Team
Talent Agent onboarding at a glance

Week one covers orientation, safety and shadowing. Days 1–30 build vocabulary and supervised practice on core procedures; days 31–60 move to independent work with competency sign-offs; days 61–90 focus on full productivity, cross-training and a credential plan.

Before day one

  • Confirm start date, schedule, pay and supervisor in writing
  • Verify required credentials: Talent agency license, Sports agent certification (as applicable)
  • Prepare equipment and access: CRM; booking systems; email; social media
  • Assign a buddy or preceptor
  • Enroll the new hire in Talent Agent training so foundations are covered before or during week one

Week one: orient and protect

  • Workplace tour, emergency procedures and incident reporting
  • Follow agency laws
  • Avoid conflicts of interest
  • Protect client finances
  • Handle contracts honestly
  • Shadow an experienced talent agent through a full shift
  • Training modules 1–3: role foundations, a day on the job and essential vocabulary (15 terms)

Days 1–30: learn

Goal: perform core tasks safely under supervision.

  • Supervised practice: negotiate a booking fee
  • Supervised practice: pitch a client to a buyer
  • Supervised practice: sign a new client
  • Training modules 4–7: duties, step-by-step tasks, tools and safety
  • 30-day check-in: confidence, questions and early wins

Days 31–60: contribute

Goal: handle a regular workload independently.

  • Find work for clients: independently
  • Negotiate contracts: independently
  • Network with buyers: independently
  • Manage schedules: independently
  • Competency sign-offs completed (see checklist below)
  • Training final knowledge check and certificate of completion
  • 60-day check-in

Days 61–90: own

Goal: full productivity and a growth plan.

  • Meet productivity and quality targets for the role
  • Begin cross-training on a secondary task
  • Agree on a credential goal (for example, Talent agency license)
  • Discuss the career path: Assistant → Coordinator → Agent
  • 90-day review

Competency checklist

Skill or taskTrainedObservedSigned off
Negotiate a Booking Fee
Pitch a Client to a Buyer
Sign a New Client
Negotiation
Contract basics
Industry knowledge
Networking

How to measure onboarding success

  • Time to first independent project
  • Revision rounds per project
  • On-time delivery rate
  • 90-day retention

How Talent Agent training maps to this plan

  1. Introduction to the Talent Agent Role
  2. A Day on the Job
  3. Essential Talent Agent Vocabulary
  4. Core Duties and Responsibilities
  5. Common Tasks, Step by Step
  6. Tools, Equipment and Technology
  7. Safety, Compliance and Professional Standards
  8. Skills Employers Look For
  9. Launching Your Talent Agent Career
  10. Final Knowledge Check
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