Onboarding¶

Client and internal onboarding processes and materials

Overview¶

Structured onboarding workflows for new clients and team members. Ensures consistent experience, clear expectations, and rapid time-to-value.

Structure¶

08-onboarding/
├── client-onboarding/    # Client welcome and kickoff materials
├── internal-onboarding/  # Employee onboarding resources
├── checklists/           # Step-by-step onboarding checklists
└── templates/            # Onboarding document templates

Subdirectories¶

client-onboarding/¶

Materials for welcoming and onboarding new clients.

Onboarding Stages:

┌─────────────┐   ┌─────────────┐   ┌─────────────┐   ┌─────────────┐
│  WELCOME    │ → │   KICKOFF   │ → │   SETUP     │ → │  ACTIVE     │
│  Day 1      │   │  Week 1     │   │  Week 2-4   │   │  Ongoing    │
└─────────────┘   └─────────────┘   └─────────────┘   └─────────────┘

Stage Contents: | Stage | Materials | Owner | |-------|-----------|-------| | Welcome | Welcome packet, contact matrix, access instructions | Account Manager | | Kickoff | Kickoff deck, project plan, RACI matrix | Project Lead | | Setup | System access, tool provisioning, training schedule | Delivery Team | | Active | Status reporting, escalation procedures, QBR schedule | Account Manager |

Key Documents: - welcome-packet.md — First-day client materials - kickoff-meeting-guide.md — Running effective kickoffs - information-gathering.md — What to collect from clients - access-provisioning.md — System access setup - communication-setup.md — Channels and cadence

internal-onboarding/¶

Employee onboarding for new team members.

Onboarding Timeline: | Day | Focus | Materials | |-----|-------|-----------| | Day 1 | Welcome, systems access, culture | new-hire-checklist.md, culture-handbook.md | | Day 2-5 | Tool training, process overview | systems-training.md, process-orientation.md | | Week 2 | Shadow sessions, first deliverables | Buddy program, task assignments | | Week 3-4 | Independent work, feedback | Performance check-in | | Day 30 | 30-day review | Review meeting, feedback survey |

checklists/¶

Step-by-step onboarding checklists.

Available Checklists: - client-onboarding-checklist.md — Master client checklist - employee-onboarding-checklist.md — New hire checklist - service-specific/ — Per-service onboarding (vCISO, compliance, etc.) - tool-provisioning-checklist.md — System access steps

templates/¶

Reusable onboarding templates.

Available Templates: - kickoff-deck-template.md — Presentation for kickoff meetings - project-plan-template.md — Engagement project plan - raci-template.md — Responsibility matrix - welcome-email-template.md — Welcome email sequence - 30-day-plan-template.md — First 30 days plan

Onboarding Metrics¶

Metric	Target	Frequency
Time to First Value	<14 days	Per engagement
Onboarding Completion Rate	100%	Weekly
Client Satisfaction (Onboarding)	4.5+ / 5.0	Per engagement
New Hire Time to Productivity	<30 days	Per hire
Documentation Completeness	100%	Per engagement

Skills Integration¶

Primary Skill: Content Library Engine¶

The content-library-engine skill powers onboarding content workflows.

Invoke: Load when creating onboarding sequences, templates, or welcome materials.

Key Subskills: - @lifecycle-states.md — Content workflow (Draft → Review → Approved → Published) - @template-system.md — Reusable onboarding templates - @personalization-tokens.md — Dynamic client/employee insertion - @approval-workflows.md — Multi-stage approval for materials

SDK Integration¶

from content_engine import ContentGenerator, Brief, TemplateEngine
from content_engine.workflows import ApprovalWorkflow, ContentState

# Generate personalized welcome packet
template_engine = TemplateEngine()
welcome_packet = template_engine.render(
    template="welcome-packet-template",
    variables={
        "client_name": "Acme Healthcare",
        "primary_contact": "Jane Smith",
        "service": "HIPAA Compliance Assessment",
        "start_date": "2024-02-01",
        "account_manager": "John Doe",
        "project_lead": "Sarah Johnson"
    }
)

# Approval workflow for onboarding materials
workflow = ApprovalWorkflow(
    stages=[
        {"role": "project_lead", "action": "review"},
        {"role": "account_manager", "action": "approve"},
        {"role": "client", "action": "acknowledge"}
    ]
)
await workflow.submit(welcome_packet)

# Generate onboarding email sequence
generator = ContentGenerator(voice_gear=VoiceGear.HELPFUL_EXPERT)
email_sequence = await generator.generate(Brief(
    content_type="email_sequence",
    sequence_type="onboarding",
    emails=5,
    audience="new_client",
    personalization_tokens=["client_name", "service", "next_milestone"]
))

Secondary Skill: Strategic Business Planning¶

For engagement economics and service delivery integration.

Key Subskills: - @operations-digital-twin.md — Onboarding resource planning - @gtm-strategy.md — Client experience optimization

Subskills Reference¶

Subskill	Purpose	Template
`@lifecycle-states.md`	Content workflow management	—
`@template-system.md`	Onboarding templates	Kickoff deck, project plan
`@personalization-tokens.md`	Dynamic content insertion	—
`@approval-workflows.md`	Review and approval routing	—
`@scheduling.md`	Onboarding calendar management	—