Onboarding

Onboarding

Onboarding Jonathan Poland

Onboarding is the process of introducing a new employee to an organization and providing them with the necessary tools, resources, and information to perform their job effectively. It typically involves a series of activities and steps that help the new employee become familiar with the company, its culture, policies, and procedures, as well as their specific role and responsibilities.

The specific steps involved in the onboarding process can vary from one organization to another, but some common ones include:

  1. Welcoming the new employee: This typically involves a brief introduction to the company and its culture, as well as a meeting with the new employee’s manager and team members.
  2. Providing the necessary tools and resources: This can include things like a computer, phone, office supplies, and any other equipment the new employee will need to do their job.
  3. Conducting orientation and training: This typically involves providing the new employee with information about the company’s policies, procedures, and expectations, as well as any necessary training on specific job tasks and responsibilities.
  4. Assigning a mentor or buddy: Many organizations assign a mentor or buddy to new employees to help them acclimate to the company and answer any questions they may have.
  5. Evaluating progress and providing feedback: It’s important for organizations to regularly check in with new employees to see how they’re adjusting to their new role and provide feedback on their performance.

Overall, the goal of onboarding is to help new employees become productive and successful members of the organization as quickly as possible. By providing the necessary tools, resources, and support, organizations can help new employees feel welcomed and valued, and set them up for success in their new role.

Also…

Onboarding customers is the process of introducing a new customer to an organization and providing them with the necessary tools, resources, and information to make the most of their relationship with the company. It typically involves a series of activities and steps that help the customer become familiar with the company, its products or services, and how to use them effectively.

The specific steps involved in the customer onboarding process can vary depending on the type of product or service being offered and the needs of the customer, but some common ones include:

  1. Welcoming the customer: This typically involves a brief introduction to the company and its products or services, as well as any special offers or promotions that may be available.
  2. Providing the necessary tools and resources: This can include things like user manuals, tutorials, or other helpful information that the customer can use to get started with the product or service.
  3. Assigning a customer service representative or account manager: Many organizations assign a specific person to help new customers with any questions or issues they may have.
  4. Evaluating progress and providing feedback: It’s important for organizations to regularly check in with customers to see how they’re using the product or service and provide feedback on their experience.

Overall, the goal of customer onboarding is to help customers get the most value out of their relationship with the company. By providing the necessary tools, resources, and support, organizations can help customers feel welcomed and valued, and ensure that they have a positive experience with the product or service.

Learn More
What is an Intermediary? Jonathan Poland

What is an Intermediary?

An intermediary is a person or organization that acts as a go-between or intermediary for two or more parties in…

Progress Trap Jonathan Poland

Progress Trap

A progress trap is a situation where a new technology, which has the potential to improve life, ends up causing harm due to a lack of risk management.

Selling Points Jonathan Poland

Selling Points

Selling points are the key features or benefits of a product that make it attractive to potential customers. These selling…

Business Process Reengineering Jonathan Poland

Business Process Reengineering

Business process reengineering, or BPR, involves examining and redesigning current business processes and workflows to achieve greater efficiency, cost-effectiveness, and…

Research Types Jonathan Poland

Research Types

Research is the process of systematically seeking and interpreting knowledge through inquiry, observation, experimentation, and analysis. It is a way…

Soft Launch Jonathan Poland

Soft Launch

A soft launch is a product launch that is limited in scope, such as a release to a small group…

Managed Services Jonathan Poland

Managed Services

Managed services refer to a range of IT and business services that are outsourced to a third-party provider. These services…

Fixed Assets Jonathan Poland

Fixed Assets

Fixed assets are long-term resources that are owned by a business and are used to generate future economic benefits. In…

Narrative 101 Jonathan Poland

Narrative 101

Sales and marketing are the lifeblood of business and should be integrated into one function to drive business and brand narrative.

Content Database

Search over 1,000 posts on topics across
business, finance, and capital markets.

What is the Broken Window Fallacy? Jonathan Poland

What is the Broken Window Fallacy?

The broken window fallacy refers to the idea that the economic benefits of destructive events, such as wars and natural…

What is a Self-Replicating Machine? Jonathan Poland

What is a Self-Replicating Machine?

Self-replicating machines are robots or nanobots that are capable of producing copies of themselves, using scavenged materials and energy to…

Latent Need Jonathan Poland

Latent Need

A latent need is a customer need that is not currently being met by the market and is not actively…

Pull Strategy Jonathan Poland

Pull Strategy

A pull strategy is a marketing approach in which a company creates demand for its product or service by promoting…

Business Case for Selling B2G 150 150 Jonathan Poland

Business Case for Selling B2G

A hypothetical example of a business case where a company could potentially double its revenue by securing a specific government…

Alliance Marketing Jonathan Poland

Alliance Marketing

Alliance marketing refers to a strategic partnership between two or more organizations in which they agree to collaborate on marketing…

Product Experience Jonathan Poland

Product Experience

Product experience refers to the overall value that a product or service provides to customers based on their perceptions as…

Brand Analysis Jonathan Poland

Brand Analysis

Brand analysis is the process of systematically and thoroughly examining a brand in order to develop strategies, plans, evaluations, metrics,…

Customer Dissatisfaction Jonathan Poland

Customer Dissatisfaction

Customer dissatisfaction refers to a customer’s negative evaluation of a product or service. It can be measured by asking customers…