Serving as a link between the hiring process and complete integration into the organization, onboarding is an essential stage in the employee lifecycle. Productivity, work happiness, and employee retention can all be strongly impacted by a well-organized onboarding process. Onboarding strategies need to change with businesses, and they can benefit from ongoing innovation and improvement.

The best customer onboarding software will help drive customer success and retention. Acquiring new customers is just the first hurdle. When I'm first introduced to a new service, a smooth onboarding process makes all the difference. It sets the tone for the entire relationship and directly impacts my likelihood of becoming a loyal, long-term user. This is where customer onboarding software comes in, helping businesses like yours turn those initial sign-ups into engaged brand advocates.

The data doesn’t lie—a good onboarding process leads to happier, more productive employees. But while onboarding can increase retention rates by 82%, only 12% of employees strongly agree that their organization does a great job of onboarding new hires. Creating a smooth onboarding process is challenging, so it’s not surprising that some organizations fall short. But it doesn’t have to be that way.

A 30-60-90 day plan outlines the first 90 days of a new team member’s employment and familiarizes them with company policies, teamwork, and goals. This action plan helps your team members check off essential items as they adjust to their new work environment. In this piece, we’ll outline the key components of a 30-60-90 day plan and explain why having one is beneficial.

An onboarding process is a structured approach to welcome new hires and set them up for success. When done right, onboarding helps new employees learn quickly, grow in their roles, and understand why their work matters. Learn about the benefits of great onboarding and how to achieve them, plus create your own onboarding process with four simple steps.

An onboarding checklist is a comprehensive guide for new employees that outlines all the necessary steps and tasks to be completed during their initial days, weeks, and months at a company. It serves as a roadmap for both the employee and the employer to ensure a smooth and successful integration into the organization. According to Forbes, a well-structured onboarding process can improve employee retention, increase job satisfaction, and boost overall productivity.

Customer onboarding is a critical first step in cultivating long-term customer success. ‍ This process sets the foundation of your entire customer relationship, presenting an opportunity to impress, engage, and retain your clients. ‍ If executed correctly, a thoughtful onboarding process can significantly enhance customer satisfaction, encouraging them to remain with your business and become advocates of your products and services. ‍ ‍

If you’ve ever hired a new employee, you know how stressful the process can be. Applications. Interviews. Decisions. And once you’ve hired somebody, your job still isn’t done — now it’s time to provide a comprehensive, stellar onboarding experience to give them everything they need to do their job, and a great first impression of your agency. A new hire checklist is the best way to help new employees blend into your agency quickly and easily.

New hires slog through a lot before they’re ready to operate at the rate of someone who’s been there for years. And should you leave out important steps when getting someone set up, you could end up with a new employee who doesn’t know where to go for help, isn’t sure what they’re supposed to be doing every day, and ends up regretting their decision to join your company. New hires are also judging you during their first weeks at the company.