Create sections for preboarding, day one, week one, and weeks two to four, each with owners and due dates. Add links to forms, tool invites, and examples. Keep the wording action-oriented and scannable, so anyone can run onboarding confidently, even during peak season.
Use scheduled emails, calendar sequences, and lightweight task rules to nudge the next step. Personalize the first message with a short audio or GIF. Automation handles timing while you handle spirit, freeing five-minute windows for genuine welcomes and timely encouragement.
Track three simple indicators: time to first shipped task, access requests after day three, and checklist completion rate. Avoid vanity numbers. When something stalls, capture the fix as a new line item. Improvement becomes continuous, visible, and shared, without drowning anyone in dashboards.