Onboarding Templates¶
Templates for client and internal onboarding communications
Overview¶
Template library for standardized onboarding communications and documentation.
Template Categories¶
Client Communication Templates¶
| Template | Use Case | Timing |
|---|---|---|
| Welcome email | Initial outreach post-signature | Day 0 |
| Kickoff agenda | Meeting structure | Day 3-5 |
| Data request | Information gathering | Day 1 |
| Progress update | First status report | Week 2 |
Internal Templates¶
| Template | Use Case |
|---|---|
| New hire announcement | Team notification |
| 30-day check-in | Manager feedback form |
| Training completion | Certification tracking |
| Mentor assignment | Pairing documentation |
Template: Client Welcome Email¶
Subject: Welcome to SBK Consulting — [Service] Engagement
Dear [Name],
Thank you for choosing SBK Consulting as your [service] partner.
**Your Team**
- Engagement Lead: [Name] ([email])
- Technical Lead: [Name] ([email])
**Next Steps**
1. Kickoff call: [Proposed dates]
2. Data collection: We'll send requirements shortly
3. Project portal: Access coming within 24 hours
**How to Reach Us**
- Urgent matters: [Phone]
- General questions: [Email]
- Portal: [URL]
We're excited to work with you.
Best regards,
[Signature]
Template: Kickoff Agenda¶
# Kickoff Meeting Agenda
**Client**: [Name]
**Date**: [Date]
**Attendees**: [List]
**Duration**: 60 minutes
1. Introductions (5 min)
2. Engagement overview (10 min)
3. Scope confirmation (15 min)
4. Timeline and milestones (10 min)
5. Communication and reporting (10 min)
6. Questions and next steps (10 min)