🔗 Role-specific view. This page covers what the Toolkit Manager does during a new listing's onboarding (kickoff calls, listing review on takeover, recurring task setup). For the canonical end-to-end onboarding SOP that covers Support, Admin, Marketing, and CM steps, see MASTER: Onboarding a New Listing under Process SOPs > Listing Onboarding.

For: Step-by-step onboarding | Last Updated: May 2026

This page covers your role from the moment a new Toolkit listing is created until the listing is live and you've taken full responsibility from the Admin Team.

The Trigger

A new Toolkit listing is created when agreement is signed + payment is received. Deal Studio automatically:

• Creates the Seller Opportunity and DealBuilder Listing
• Sets Listing Type = Toolkit
• Assigns you as owner
• Notifies you and the Admin Team
• Fires the Welcome Email to the seller (with the Listing Onboarding Questionnaire link)

You'll see the new listing in your Deal Studio dashboard.

Who Does What During Onboarding

The Admin Team owns the listing setup from creation through ad approval. They handle:

• Confirming the seller completes the Listing Onboarding Questionnaire
• Building the CIM / Business Summary
• Drafting and routing ad copy through Marketing Manager approval
• Setting up the seller portal in DealBuilder
• Posting the listing across business-for-sale sites