This guide shows agency leaders and operations managers how to launch their team on WealthSmyth. This guide is all about giving you and your team the tools they need to onboard faster, stay accountable, and run your business system with confidence — so you can recruit and produce more effectively at scale. We recommend following these steps in order to unlock the best experience.
We’ve broken it up into sections:
How to set your team up for success with WealthSmyth?
WealthSmyth isn’t just a system—it’s a tool for duplicating yourself.
Invite your team early. The platform delivers a personalized experience based on each person’s stage of professional development—so they always have a clear next step and get better every day.
It cuts down admin work and frees up more time for money-making activities—so you can focus on recruiting, selling, and leading.
Your job isn’t to do it for them. It’s to meet people where they are, encourage effort, and match their pace. Some will take off. Others may need coaching. Let WealthSmyth show you who’s ready for more.
Set up agency operations
The first step is importing your team data. This powers clean reporting, personalizes dashboards by role, and ensures everyone gets the right onboarding experience.
We’ll help you move your data into WealthSmyth—so you can eliminate spreadsheets and run everything from one system.
To get the most out of WealthSmyth, define how it fits into your agency’s operational rhythm:
Will it be the single source of truth for recruiting and production?
Will all new agents use it for onboarding and field training?
Will everyone capture client notes and experience inside the system?
How will it support your weekly team meetings or 1-on-1 coaching?
Get Started:
Train the trainers
The next step is to get your leaders and trainers ramped up. These are the people who will run your system in WealthSmyth and support your team — not just during the launch, but every day after.
The Train the Trainer session prepares your leaders to be confident in how the system works for the Team Workshop — where the full rollout happens.
Get Started:
Send the email below with the correct date for your session
Post the Announcement online for your team
Sample Train the Trainer Announcement Post
Download the Train the Trainer Announcement Template below, add your photo, title, and company logo and post to GroupMe, Facebook or other social platforms to explain what's coming to your team.
Sample WealthSmyth Train the Trainer Email
Subject: Train the Trainer: We’re Rolling Out WealthSmyth
Hey Leaders,
I wanted to give you a heads-up on something exciting we’re rolling out: WealthSmyth is officially becoming our system for prospecting, onboarding, accountability, and growth.
This is going to replace the patchwork of spreadsheets with one simple, powerful platform. The goal is to help our team:
Onboard faster
Stay accountable to daily activity
Track contacts, appointments, and deals with clarity
Run our business system with confidence
And ultimately—recruit and produce more effectively
Before we launch to the full team, I want your input. You’ll be receiving an invite to the tool as well as a quick Leader Training Session on [insert date/time] to walk through the platform and answer any questions.
What I’d love from you:
Preview the tool once you get access this week.
Bring your feedback and any questions to the training session.
Help me model the behavior and lead from the front when we roll this out team-wide.
We have a real opportunity to create clarity, speed, and consistency across the board—and I’m counting on you to help shape how we do it.
Let’s take this next step together.
[Your Name]
Schedule a Team Workshop
It all comes together during the WealthSmyth Team Workshop—all you need to do is schedule it and make introductions. We’ll take it from there. This session sets the tone, builds confidence, and gets everyone working in WealthSmyth and pulling in the same direction—fast.
Get Started:
WealthSmyth invites your team (to sign up) and sends pre-work
Post a GroupMe (or Facebook) announcement
Send a quick explainer email with what to expect
How to send invitations (to sign up):
WealthSmyth Automatically Sends Sign-up Invites and workshop prep materials 7–10 days before your Team Workshop. These are separate from the calendar invite. You can also send them earlier if you prefer.
Sample Team Workshop Announcement Post
Download the Team Workshop Announcement Template below, add your photo, title, company logo, date and time. Then post to GroupMe, Facebook or wherever your team gathers online.
Sample Team Workshop Announcement Email
Subject: Big News: No More Spreadsheets – We’re Rolling Out WealthSmyth
Hi Team,
We’re officially rolling out WealthSmyth across the agency—and I couldn’t be more excited.
This is a major upgrade from the spreadsheets and manual tracking we’ve been using. WealthSmyth gives you everything you need to:
✅ Onboard faster
✅ Stay accountable to your daily actions
✅ See exactly where every contact and deal stands
✅ Run your business system in one place
✅ Build your team with confidence
This tool will help more people win, faster. It’s designed to take the guesswork out and put the power back in your hands—so you can focus on growing your business.
📌 Before the Workshop:
You’ll receive an invite email from WealthSmyth. Once it arrives:
Sign up and activate your account
Complete the “Getting Started with WealthSmyth” steps in your dashboard
This pre-work is essential to make sure you’re ready to get the most out of our upcoming team workshop.
Let’s get after it,
[Your Name]
Set regular team check-points
About 2–3 weeks after your team launch, schedule a Success Check Point with the WealthSmyth Success Team. We can join your regular team meeting or host a separate session—whatever works best. This is a chance to answer questions, gather feedback, and make sure your team is getting the most out of the platform.
We also host daily user success meetings—so your agents and leaders always have a place to get questions answered and stay on track.