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OperationsMarch 22, 2026 10 min read
Ops playbook: onboarding 100 agents in 30 days
The exact runbook AdClosr customers use to migrate large brokerages off legacy stacks.
CO
Carmen Ortiz
Customer Success, AdClosr
Migrating a 100-agent brokerage off a legacy stack is mostly a change-management problem, not a software problem.
Week 1: Stand-up
Workspace, SSO, brand kit, AI agents trained on your scripts.
Week 2: Dual-run
Imports, parallel campaigns, two-way sync with the legacy CRM.
Weeks 3–4: Cutover and coach
Live enablement and the AI Revenue Coach turns on per-agent prompts.