Onboarding Checklist for Offshore Appointment Setters
From Deel Setup to Day One — Every Step So Nothing Falls Through the Cracks
The #1 reason companies lose great offshore hires isn't performance — it's fumbled onboarding. Payment delays, missing logins, and unsigned contracts kill the relationship before it starts. This checklist covers every step from payment processor setup to the agent's first day, so your new hire logs in Monday morning with everything ready.
Onboarding process used to bring 50+ offshore agents to productivity within one week.
Checklist
Onboarding
10-Page Resource
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What's Inside
Deel account setup walkthrough (contractor, not employee — and why it matters)
Payment processor comparison: Deel vs Wise vs alternatives
Contractor agreement and compliance checklist by country
Weekly payment schedule template (Tuesday processing for same-day deposit)
Pre-start infrastructure checklist: email, dialer, CRM, scripts
Day One agenda template with time blocks
First-week training plan with daily milestones
Welcome message template to send the night before start date
Who This Resource Is For
Agencies Onboarding New Callers
Never lose another great hire to payment delays or missing logins
Hand this checklist to your ops person so onboarding runs without you
Standardize the process so every new agent gets the same professional experience
Businesses Hiring First Offshore Team
Set up Deel correctly the first time (contractor vs employee, country compliance)
Know exactly what needs to be ready before their start date
Structure Day One so the agent is productive by Day Three
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