Onboarding rarely fails on skill, mostly on forgetting. The template keeps every step visible until it is done.
The template
Client: [company] Contact: [name, email] Start: [date] Owner on our side: [name] Day 0: Welcome email - Thanks, the contact person, what happens in the next 7 days · [name] · [date] Day 1: Access and documents - What we need from the client (list) · [name] · [date] - What the client gets from us (access, contracts) · [name] · [date] Day 2: Kick-off - 30 minutes: goals, timeline, how we communicate · [name] · [date] Day 3 to 5: First delivery - One visible result, small and finished · [name] · [date] Day 7: Check-in - Short email: what went well, what is missing, next steps · [name] · [date] Open - [What still needs to be resolved]
Download as a text file. Select the text, copy, adapt.
Or connect your inbox and Random Assistant drafts your version from the real request.
Frequently asked questions
Why a first delivery in week one?
A visible result answers whether the decision was right. Small and finished beats big and half done.
What goes in the welcome email?
Thanks, who the contact person is, what happens in the next seven days. Five sentences.
How does Random Assistant help with onboarding?
It drafts the welcome email and the check-in from your history with the client and reminds you of what goes quiet.
Does the assistant create the client in the CRM?
It proposes it, from the email. Created after your approval, natively or in HubSpot, Pipedrive, Attio.
Can I change the steps?
Yes. Plain text, your order.
What if the client does not deliver documents?
The step stays open and the assistant drafts the reminder. You send it.