Question 1

Tier 1 Details + Investment

Accepted Answer

Tier 1: Onboarding Audit & Strategy Roadmap

Objective: Diagnose onboarding gaps and create a clear plan to fix them.

Deliverables:
 • Full onboarding audit
 • Stakeholder interviews
 • 90-day improvement roadmap

Includes:
 • Review of onboarding materials, communications, and timelines
 • Relevant stakeholder interviews
 • Analysis of gaps in clarity, connection, and retention
 • Strategic recommendations aligned to business goals

Question 2

Tier 2 Details + Investment

Accepted Answer

Tier 2: Onboarding System Design

Objective: Co-create key onboarding components to elevate the first-year journey.

Deliverables:
 • Redesigned onboarding journey
 • Communication templates
 • Onboarding execution toolkit
 • Ambassador program design

Includes:
 • Review of onboarding materials, communications, and timelines
 • Relevant stakeholder interviews
 • Analysis of gaps in clarity, connection, and retention
 • Strategic recommendations aligned to business goals
 • Collaborative design workshops
 • Custom new hire milestones and manager integration points

Question 3

Tier 3 Details + Investment

Accepted Answer

Tier 3: Full First-Year Experience Build-Out

Objective: Build and implement a system that delivers long-term retention and performance.

Deliverables:
 • Full first-year experience framework
 • Rollout plan + training
 • Optional pilot implementation

Includes:
 • Review of onboarding materials, communications, and timelines
 • Relevant stakeholder interviews
 • Analysis of gaps in clarity, connection, and retention
 • Strategic recommendations aligned to business goals
 • Collaborative design workshops
 • Custom new hire milestones and manager integration points
 • Creation of onboarding toolkits and manager resources
 • OPTIONAL ENGAGEMENT ADD-ON: facilitation and advisory support