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...
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 ...
That all-too-common new user experience is a result of bad onboarding, and it could be having a huge impact on your company’s revenue. Turn the tables and create a kickass onboarding process that gets your users to stick around. As you do, use the tips, examples, ideas and tools in...
How to set up an onboarding project or custom template: 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...
Depending on the Contact, we’ll create an OpportunityContactRole: For the Primary checkbox, test against the “Type” and see if it’s chosen as the primary Contact. Check that box if so. Additionally, for the Role field, we’ll map it to the Type, but control how those Type selectio...
Here’s how to map the user flow within your product to create a hyper-relevant user onboarding checklist: Analyzeheatmapsof user activity:see where users click, how far they scroll, and what blocks them throughout onboarding. This helps youunderstand if you have an intuitive processbased on...
When it comes to mobile onboarding, OneSignal’s messaging reach combined with RevenueCat’s in-app subscription enablement, create a perfect storm of engagement. Rather see for yourself? Both these powerful tools are available for free to start creating onboarding sequences that effectively help ex...
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 ...
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5. Regularly communicate with employees about the program You always want to keep the employee ambassadorship alive and constant in the minds of your employees. There are several ways you can do this. You can bring the topic up in one-on-one or group meetings to check how things are going...