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CHC Mentor Headquarters 

The Ultimate
Team Blueprint!

All content posted on the mentors' site (www.chcagents.com/mentors) is meant to be used and customized for your team. This is our under-construction site- our permanent password-protected site will come in Q1 2027.

 

PLEASE DO NOT SHARE ACCESS WITH NON-MENTORS

 

If you would like to utilize the content with the Compass logo and branding, please use the following protocol:

 

  1. Email marketing@chcquotes.com. Subject: Mentor Google Drive Access

    1. This will allow the marketing team to give you access to a Google Drive folder, and you can customize it for your team.

  2. When you have completed your customization, please email marketing for approval. Subject: Mentor Google Drive Approval Request

    1. Please allow 2-3 business days for the team to proof and approve.

  3. If you would like to use your own team branding, feel free to do so; however, all Compass branding and logos must be removed. 

 

**This process is subject to change**

Roadmaps

Explore where to go and who to contact.

Trainings

Learn how to better yourself as a leader.

Checklists

Step by step of all that needs completing.

Documents For Your Team

Recruiting Contingency Binder

Recruiting & Onboarding SOP

Interview Form

Second Interview Guide - Entry Level

Second Interview Guide

Training Contingency Binder

Mentor & Agent Contracting Guide

New Agent Expectations

Marketing Action Checklist

Weekly Activity Tracker

Final Rookie Script

Objections

New Agent Test Out

Recruiter Pitch

XGB SOP Timeline - Marpai

3 Week Training Template

Mentor Meeting Recap

September 11, 2026

Compass Leadership: The Blueprint Presentation

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