1. Create an evaluation and approval process When building your onboarding program, you’ll first need to establish supplier evaluation and approval policies. In other words, determine the guiding parameters for who you will and will not work with, and figure out the steps your team and the ...
Onboarding is an integral part of the hiring process, yet not every small business has the resources to oversee a formal onboarding program. Research shows that onboarding results inimproved employee retention— so even if you don’t have an HR department, it’s worth investing in a simple ...
Onboarding new team members should start the minute they accept the job—not on their first day of work. “You want people to [stay] as engaged and excited as the moment theysaid yes,” Armando says. One way to do this is to use a call program to stay in touch with new team membe...
Administeruser persona surveysto find out the main needs of your target user, and why they use your product or service. Use this to inform your ICP and stay on top of shifting user needs—so you can create a streamlined, relevant user onboarding checklist. ...
Create a project to use as your onboarding template. Name the project “[Name] HR Onboarding Template.” For every new employee, make a copy of this project and update the project name with their name. Break up tasks into sections: Group them by chronological order, type of task, or wh...
What’s the best way to create a merchant onboarding form? Now that you’re familiar with what goes into creating a successful merchant onboarding form, it’s time to choose a tool to help you bring it to life. More importantly though, a tool that doesn’t suck. There are many ways...
Running your program using an affiliate marketing app will help you communicate with affiliates at scale. 4. Recruit your affiliates A successful affiliate marketing strategy hinges on recruitment—finding the right kind of affiliates to join your program. Some affiliate programs, like the one used ...
if they wish, unless you’ve decided beforehand to stick to a core group to start with. But the ideal scenario is to open your program to all your employees at some stage. By then, hopefully, you will have tweaked and refined your program enough to make it effective and successful. ...
WithFormAssembly and Salesforce, this process can be completely automated and online. In this tutorial, we’ll focus on a generic post-sale process — use this as a starting point for your process! This is by no means the only way to be successful with this process, but we’ll highligh...
How to Organize the Onboarding Process? A well-oiled process can help save time and money in the long run but how do you create a successful onboarding experience? Here are a few tips on how an organization can create a better onboarding experience. ...