Templates /
General Onboarding Checklist

General Onboarding Checklist

A step-by-step GENERAL on-boarding checklist for your startup's success.
1
5 Days Before the first day:
2
Basic Info
3
Request LC email address to be Set Up
4
Send a welcome letter
5
Set up any 1:1 meetings ahead of start date
6
1 Day Before the first day:
7
Calendar invites to all meetings
8
Send Welcome Gift
9
First Day:
10
Please Complete Hiring Docs
11
Setup Platform Access
12
Hand-off to Supervisor:
13
Access to Training Process or Trello Board
14
Review the LC Client-Centric Mission & LC Tenets
15
What is the Waterfall and Cadence
16
Who is our Ideal Client? What do we deliver?
17
The Client Journey

5 Days Before the first day:

Basic Info

Request LC email address to be Set Up


Send a welcome letter

The first stage of preparation for the employee’s first day is to send them a welcome letter. NEEDS TO BE REVISED!

(Source: canuwrite.com)

Set up any 1:1 meetings ahead of start date

1 Day Before the first day:

Calendar invites to all meetings

Please make sure your calendar contains each of the following regular meetings.

  • 1

    ANNUAL MEETING
  • 2

    QUARTERLY MEETINGS
  • 3

    MONTHLY MEETINGS
  • 4

    WEEKLY MEETINGS
  • 5

    DAILY HUDDLES
  • 6

    TEAM MEETINGS – YOU’LL SET THESE UP
  • 7

    WEEKLY 1:1s WITH YOUR TEAM – YOU’LL SET THESE UP

Send Welcome Gift

First Day:

Please Complete Hiring Docs

Please check off hiring documentations as they are completed.

  • 1

    Employee/Contractor contract
  • 2

    W4 (if an employee)
  • 3

    I-9
  • 4

    Direct Deposit paperwork
  • 5

    NDA

Setup Platform Access

Please set up your credentials in the following platforms and check off when completed.

Your access/invite to most will come in your inbox.

  • 1

    LC EMAIL ADDRESS
  • 2

    WORKPLACE LOGIN
  • 3

    INFUSIONSOFT LOGIN
  • 4

    VOXER LOGIN
  • 5

    ZOOM LOGIN
  • 6

    INTERCOM LOGIN (IF NEEDED BASED ON ROLE)
  • 7

    PIPEDRIVE LOGIN (IF NEEDED BASED ON ROLE)
  • 8

    SET UP ACUITY (IF NEEDED BASED ON ROLE)
  • 9

    KAJABI LOGIN
  • 10

    INFUSIONSOFT LOGIN
  • 11

    DOCUSIGN LOGIN (IF NEEDED BASED ON ROLE)
  • 12

    WAVE LOGIN (IF NEEDED BASED ON ROLE)
  • 13

    SRT SOP REVIEW
  • 14

    WEEKLY REPORT SOP
  • 15

    MONTHLY REPORT SOP
  • 16

    PROCESS.ST LOGIN

Hand-off to Supervisor:

At this point, HR transfers responsibility for further training and on-boarding to immediate supervisor. 

Access to Training Process or Trello Board

The new team members’s immediate supervisor will grant access to the next step in the training process. This could be a new process checklist or a Trello training board.

Please use this link: 

Review the LC Client-Centric Mission & LC Tenets

Please review the LC Client-Centric Mission Statement – LINK TO IT HERE.

Please review the LC Tenets LINK TO IT HERE.

And, please review the story behind each tenet LINK TO IT HERE. 

What is the Waterfall and Cadence

Please review the Waterfall spreadsheet and the Meeting Cadence with your immediate supervisor.

  • Every target, goal, and milestone we set is directly influenced by the waterfall.
  • All of our meetings are targeted and very structured.
  • Please discuss any questions w/your supervisor.

Who is our Ideal Client? What do we deliver?

DESCRIBE YOUR IDEAL CLIENT IN AS MUCH DETAIL AS POSSIBLE.

Learn more about our ideal client – LINK TO INFO HERE.

MAKE A BULLET LIST OF YOUR OFFERS/PROGRAMS AND DESCRIBE EACH HERE

The Client Journey

CREATE A BULLET LIST OF EVERY PHASE OF YOUR CLIENTS’ LIFE CYCLE FROM FIRST TOUCH TO COMPLETION OF PROGRAM

Take control of your workflows today.