Offboarding workspace

Departure workflows, access shutdowns, and lead transfers.

This workspace keeps departure work separate from onboarding so access removal, transfers, and branch-specific shutdowns can be reviewed without onboarding noise.

Open Offboarding Intake

Profiles

Offboarding intake and branch logic

Keep departure profiles explicit so the wrong shutdown path does not get launched.

Common tasks

  1. Tag keeper leads, export them, and deliver them to the departing agent
  2. Disable FUB, SiSu, and RealScout access before final removal
  3. Tag and reassign former agent leads to Weinstein Realty Group
  4. Reassign or port the FUB phone number
  5. Remove the agent from workspace groups, calendar events, Slack, and core tools

Branch-specific tasks

  1. Full Team Members Only: archive the Google Workspace account, disable Calendly, remove Jotform and buyer-system access
  2. Flex Team Members Only: remove the agent from Zillow team members and flexteam@wrealtors.com
Standard offboarding sequence
  1. Capture departure date and reason
  2. Revoke email, CRM, MLS, and internal tool access
  3. Transfer leads, listings, and file ownership
  4. Notify payroll, operations, and leadership
  5. Archive records and close the request
Departure queue

Execution

Shutdown package and task tracks

Show the structured exit package without mixing it into the onboarding view.
Workflow type None
Launch state Waiting for intake
Launch timing Not scheduled
Next queue lane Provisioning
Next task Queued
Task count 0

Included modules

    No modules selected.

Excluded modules

    Nothing excluded.

Owners:

Admin team

Departure tasks

    No admin tasks yet.

Former agent

Expected coordination tasks

    No agent tasks yet.

Readiness

Departure gates

    Systems

    Access removal surfaces

    A separate review surface for all systems that may need shutdown or transfer.
    System map with offboarding actions
    Identity / Core Ops

    Google Workspace

    Email, calendar, documents, shared groups, and account lifecycle

    Onboarding: Create or connect the account, add groups, enable shared calendars

    Offboarding: Remove groups and archive the account when applicable

    Automation: Direct API

    Execution Layer

    ClickUp

    Launch onboarding and offboarding task lists for admins and agents

    Onboarding: Create onboarding workspace tasks and assign owners

    Offboarding: Launch deprovisioning and transfer checklist

    Automation: Planned direct integration

    Lead / Client Ops

    Follow Up Boss

    CRM, phone number, notes, tasks, and lead routing

    Onboarding: Create user, assign phone, import signature, verify settings

    Offboarding: Disable user, reassign leads, move phone number

    Automation: Direct API

    Lead / Client Ops

    RealScout

    Listing alerts, auto-nurture, and client collaboration

    Onboarding: Provision account and connect email and team settings

    Offboarding: Disable access and transfer keeper leads if needed

    Automation: Direct API or manual

    Internal Ops

    Slack

    Team communication and operational notifications

    Onboarding: Invite to workspace and channels

    Offboarding: Deactivate and remove from channels

    Automation: Manual or API

    Performance

    SiSu

    Goals, scoreboards, and accountability tracking

    Onboarding: Create access and place on scoreboards

    Offboarding: Disable user and preserve historical data

    Automation: Direct API

    Scheduling

    Calendly

    Meetings, routing, and booking workflows

    Onboarding: Create or enable scheduling and routing settings

    Offboarding: Disable account and remove from routing forms

    Automation: Direct API + webhook

    Scheduling / Shared Ops

    Google Calendar

    Shared calendars, team availability, and booking visibility

    Onboarding: Enable calendar sharing and confirm access to team calendars

    Offboarding: Remove from shared calendars and recurring events

    Automation: Google Workspace API

    Meetings / Training

    Zoom

    Screen sharing, onboarding sessions, and client or team meetings

    Onboarding: Confirm account login, desktop app setup, and meeting workflow basics

    Offboarding: Remove licensed access if applicable

    Automation: Manual or planned integration

    Marketing

    Mailchimp

    Email marketing templates, campaigns, and brand outreach

    Onboarding: Grant access when the role requires marketing execution or templates

    Offboarding: Remove audience and template access

    Automation: Manual or planned integration

    Brand / Enablement

    Maxa Designs

    Business cards, branded collateral, and agent-facing marketing templates

    Onboarding: Create the account, prepare initial business cards, and send setup instructions

    Offboarding: Disable access or transfer brand assets as needed

    Automation: Manual or planned integration

    Internal Project Ops

    Wrike

    Internal tasks, planning, listing management, and knowledgebase workflows

    Onboarding: Grant workspace access and confirm relevant spaces or folders

    Offboarding: Disable access while preserving project history

    Automation: Manual or planned integration

    Listing / Vendor Ops

    Airtable

    Listing rehab planning, vendor tracking, and operational records

    Onboarding: Share the correct bases and explain when they are used

    Offboarding: Remove access to shared bases

    Automation: Manual or planned integration

    Contracts / Forms

    Glide / ZipForms

    Contracts, AVIDs, and seller-filled disclosures

    Onboarding: Provision templates or access and explain the contract workflow

    Offboarding: Remove access to shared forms or templates

    Automation: Manual

    Contracts / Signatures

    DocuSign

    Signature workflows for contracts and disclosures

    Onboarding: Confirm account access and starter signature workflow

    Offboarding: Disable account or reclaim license

    Automation: Manual or planned integration

    Training / LMS

    Articulate 360

    Self-paced onboarding curriculum, module completion, quizzes, and progress tracking

    Onboarding: Assign the right learning path and monitor module completion

    Offboarding: Archive learner access and preserve training history

    Automation: Mocked LMS integration

    Training / Zillow

    Zillow Academy

    Flex-specific onboarding, policy, and performance training

    Onboarding: Assign Zillow learning plan when the agent is in the Flex track

    Offboarding: No ongoing access required once removed from Flex

    Automation: Manual or planned integration

    IN Manual Handoff

    Interface forms

    Internal forms access for operational workflows

    Onboarding: Email support@interface.re to add the team member

    Offboarding: Request removal if applicable

    Automation: Email handoff

    FI Prospecting / Farming

    Fidelity Title Toolbox

    Traditional mail and phone or email farming lists

    Onboarding: Share access or instructions when the role requires farming workflows

    Offboarding: Remove access to shared prospecting resources

    Automation: Manual

    RE Brand / Presence

    Reviews and Reputation Stack

    Nextdoor, Yelp, Google, Zillow, and reach360 reputation surfaces

    Onboarding: Explain where profiles live and what should be updated during onboarding

    Offboarding: Remove or update profile ownership where needed

    Automation: Manual