Establishing points of contact and reporting cadences.
Employee onboarding is the process of integrating a new worker into a company and its culture. When an employee is officially "onboarded," they have moved from being a recruit to a functioning team member. Signed contracts, tax forms, and NDAs.
Customer onboarding is the process of helping new users get started with a product or service. A customer is "onboarded" when they realize the initial value of their purchase. Automated emails or guided tours of the product.
Tailor the experience to the specific role or user tier.
Access to email, Slack, hardware, and software.
Role-specific skill development and workflow training.
Avoid information overload by spreading out training over a few weeks.