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8 strategies and tactics for Onboarding

What is Onboarding strategy?

Every great achievement starts with a well-thought-out plan. It can be the launch of a new product, expanding into new markets, or just trying to increase efficiency. You'll need a delicate combination of strategies and tactics to ensure that the journey is smooth and effective.

Crafting the perfect Onboarding strategy can feel overwhelming, particularly when you're juggling daily responsibilities. That's why we've put together a collection of examples to spark your inspiration.

Copy these examples into your preferred app, or you can also use Tability to keep yourself accountable.

How to write your own Onboarding strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Onboarding strategy examples

You'll find below a list of Onboarding tactics. We also included action items for each template to make it more practical and useful.

Strategies and tactics for implementing a Recruitment Strategy for Animal Emergency Australia

  • ⛳️ Strategy 1: Utilise multi-channel sourcing

    • Partner with job boards like Seek, Indeed, and Kookaburra to post job openings
    • Establish partnerships with universities for a steady flow of graduate placements
    • Target international markets such as the UK, US, and Canada through social media campaigns
    • Develop an international recruitment campaign focusing on relocation packages
    • Create video content showcasing AEA as a preferred employer
    • Host webinars and virtual career fairs to engage with potential candidates
    • Build a database of passive candidates for future opportunities
    • Collaborate with international recruitment agencies
    • Utilise employee referrals to access local and international talent
    • Review and analyse recruitment metric data to refine strategies

  • ⛳️ Strategy 2: Enhance employer branding and workplace culture

    • Develop a compelling Employee Value Proposition focusing on professional growth
    • Share regular employee success stories on social media platforms
    • Expand mental health initiatives and psychological support programs
    • Organise regular team-building activities and social events
    • Establish a recognition program to reward outstanding contributions
    • Conduct employee surveys to assess satisfaction and gather feedback
    • Regularly review and adjust compensation to remain competitive
    • Offer employee perks such as pet care discounts and health resources
    • Increase presence on employer-review platforms like Glassdoor to improve ratings
    • Implement communication channels to enhance employee morale and engagement

  • ⛳️ Strategy 3: Improve candidate experience and streamline the recruitment process

    • Create a mobile-friendly application process with minimal steps
    • Implement an AI chatbot for initial candidate queries and FAQs
    • Launch a candidate portal for real-time updates during the recruitment process
    • Ensure feedback is provided to candidates within 5 business days after interviews
    • Develop a structured onboarding program with assigned mentors
    • Conduct 90-day post-hire reviews to assess onboarding effectiveness
    • Monitor application drop-off rates and adjust processes to reduce barriers
    • Implement regular candidate experience surveys to gather feedback
    • Standardise communication templates for timely and consistent messaging
    • Introduce automation tools to schedule interviews and manage candidate workflow
recruitmentemployer-brandingrecruitment-managertalent-acquisition-specialisthuman-resourcesmarketing
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Strategies and tactics for navigating customer retention post first year

  • ⛳️ Strategy 1: Optimise onboarding process

    • Create a welcome email series that guides new customers through the Yoast SEO academy
    • Develop beginner-friendly tutorials and resources specifically for first-year customers
    • Offer personalised onboarding webinars to address new customers’ unique needs
    • Implement a customer success team to provide support during the first year
    • Collect feedback regularly from new customers to identify pain points
    • Develop a customer onboarding checklist to ensure nothing is missed
    • Create a dedicated onboarding section on the website for easy access to resources
    • Utilise video content to make onboarding more engaging
    • Create an FAQ resource based on common questions new customers have
    • Schedule follow-up calls or emails at key points during the first year to check in on progress

  • ⛳️ Strategy 2: Enhance engagement through continuous learning

    • Provide exclusive access to advanced courses in the Yoast SEO academy for first-year customers
    • Host monthly webinars on different aspects of SEO tailored to new customers
    • Create a community forum for peer support and knowledge sharing
    • Develop a rewards programme for customers who complete courses in the academy
    • Offer one-on-one mentoring sessions with SEO experts for first-year customers
    • Introduce a customer blog where success stories and tips can be shared
    • Send out regular newsletters with the latest SEO trends and academy updates
    • Provide certificates of completion for courses to add a sense of achievement
    • Run periodic assessment quizzes to gauge learning progress and tailor further content
    • Create short, engaging quizzes and challenges to reinforce learning in a fun way

  • ⛳️ Strategy 3: Build strong customer relationships

    • Implement a loyalty programme with rewards for continued subscription
    • Conduct regular check-ins through personalised emails or calls
    • Invite first-year customers to exclusive events or online meet-ups
    • Offer personalised service and tailored recommendations based on customer behaviour
    • Send out personalised anniversary messages and offers on their subscription renewal
    • Encourage customers to provide feedback and publicly acknowledge their contributions
    • Utilise Customer Relationship Management (CRM) software to keep track of interactions
    • Address customer complaints swiftly and effectively with a dedicated team
    • Provide discounts or incentives for customers who refer new users
    • Create a recognition programme for loyal customers to publicly celebrate their milestones
customer-retentionyoast-seo-academycustomer-success-teamseo-expertsonboarding-teamcustomer-relationship-management-team
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Strategies and tactics for improving User-Centric Design and Branding Consistency

  • ⛳️ Strategy 1: Implement User-Centric Design Testing Processes

    • Conduct usability testing sessions with 200 users across Edubanc, EdPay, PayFlex, and Tuition Invoicing
    • Collaborate with operations, marketing, and product teams to identify and prioritise the top 5 design issues
    • Organise 2 focus group testing sessions for Edubanc and PayFlex to gather initial usability feedback
    • Design and integrate a systematic feedback collection process into Edubanc and EdPay product workflows
    • Establish a timeline for regular usability testing to ensure ongoing user feedback integration
    • Analyse usability testing data to highlight recurring themes and areas needing improvement
    • Schedule bi-weekly cross-functional meetings to address feedback findings with relevant stakeholders
    • Deploy changes based on identified design issues and re-test to confirm resolution
    • Create follow-up surveys post-testing to gauge user satisfaction and experience
    • Document all findings and improvements as case studies to inform future design processes

  • ⛳️ Strategy 2: Develop and Enforce Unified Branding Guidelines

    • Create a comprehensive branding guide that covers all visual and messaging aspects for all products
    • Apply the branding guide to five key product interfaces by conducting iterative design updates
    • Conduct training sessions for the entire design team to familiarise them with the new branding guidelines
    • Develop a checklist for designers to ensure adherence to branding guidelines in every project
    • Set up a review board tasked with overseeing branding consistency across ongoing projects
    • Create template assets that comply with the branding guide for easy reuse
    • Involve the marketing team in the branding guide creation to align brand messaging with design
    • Track the impact of updated interfaces on user experience and brand perception through feedback channels
    • Host quarterly workshops to revise and update the branding guidelines as necessary
    • Gather cross-team feedback to ensure the branding guide remains practical and user-focused

  • ⛳️ Strategy 3: Optimise Design Processes for Improved Efficiency

    • Map current design processes to identify bottlenecks and inefficiencies
    • Set specific time reduction goals for design turnaround, such as reducing feature design completion from 20 to 17 days
    • Establish a shared asset library for design components to boost reuse and efficiency
    • Organise monthly cross-functional reviews to ensure operations, marketing, and growth feedback are integrated
    • Implement A/B testing protocols on onboarding flow designs to validate potential efficiency gains
    • Incorporate design tools and analytics for tracking asset utilisation and workflow progress
    • Run training sessions on advanced design tools and processes to enhance team capabilities
    • Measure and report on efficiency metrics, presenting these findings in team meetings
    • Iterate and refine processes continually based on feedback and performance data
    • Create a culture of continuous improvement through regular feedback sessions and design retrospectives
user-centric-designbranding-consistencydesignerbranding-manageroperationsmarketing
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Strategies and tactics for onboarding new customers for a bank

  • ⛳️ Strategy 1: Streamline the application process

    • Develop an easy-to-use online application form
    • Implement digital document submission to reduce paperwork
    • Create a clear and concise checklist of required documents for applicants
    • Ensure website and mobile app compatibility for a seamless user experience
    • Provide a dedicated support line for onboarding questions
    • Automate application tracking and updates for customers
    • Offer in-branch kiosks for customers needing assistance with online applications
    • Simplify identity verification through digital means
    • Ensure that staff are well-trained in guiding customers through the application process
    • Gather feedback from new users to continuously improve the application process

  • ⛳️ Strategy 2: Enhance customer communication and support

    • Assign a personal account manager to each new customer for their first month
    • Send a welcome email with all necessary banking information and contacts
    • Schedule an initial consultation to discuss customer banking needs and preferences
    • Provide comprehensive onboarding materials, including video tutorials and FAQs
    • Implement a chatbot for 24/7 basic customer support inquiries
    • Conduct follow-up calls to ensure the customer is fully settled and address any concerns
    • Offer virtual workshops explaining bank services and products
    • Provide access to an exclusive new customer helpline
    • Send periodic newsletters updating customers on new features and services
    • Use customer feedback to personalise communications and improve service

  • ⛳️ Strategy 3: Introduce new customer incentives

    • Offer a welcome bonus for opening a new account, such as cash or reward points
    • Provide fee-free services for a limited time to incentivise account usage
    • Create a referral programme that rewards existing customers for bringing in new ones
    • Introduce a limited-time promotion on premium services like loans or credit cards
    • Offer discounts on partner services or products for new account holders
    • Design a loyalty programme that rewards ongoing engagement
    • Provide exclusive financial planning consultations for new customers
    • Organise new customer appreciation events or webinars
    • Offer personalised discounts based on customer profile and interests
    • Measure effectiveness of incentives and adjust offerings based on feedback
onboardingcustomer-satisfactioncustomer-support-representativemarketing-managercustomer-service-teammarketing-team
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Strategies and tactics for implementing a Digitized and Compliant Procurement Process

  • ⛳️ Strategy 1: Automate supplier onboarding

    • Utilise Ariba to create a centralized supplier database
    • Implement a digital onboarding checklist to ensure compliance
    • Develop an automated communication system to keep suppliers informed
    • Create training materials for suppliers to understand the onboarding process
    • Set up a feedback loop to continuously improve the onboarding process
    • Use digital signatures to reduce paperwork
    • Establish a workflow for approval processes in Ariba
    • Monitor onboarding progress through real-time dashboards
    • Integrate supplier evaluations into the onboarding process
    • Schedule regular reviews to ensure the process remains efficient

  • ⛳️ Strategy 2: Efficiently manage contracts

    • Implement a contract management system using SAP HANA
    • Digitize all existing contracts for easy access and management
    • Develop a standardised contract template to ensure compliance
    • Utilise automated alerts for contract renewals and expirations
    • Create a centralised repository for tracking all contract terms
    • Incorporate e-signature capabilities for quick approvals
    • Train staff on the use of SAP HANA for contract management
    • Enable real-time contract performance tracking and reporting
    • Integrate contract lifecycle management with procurement processes
    • Establish a regular contract audit schedule to ensure accuracy

  • ⛳️ Strategy 3: Achieve sustainability targets

    • Identify sustainable suppliers using Ariba's supplier database features
    • Set sustainability targets within procurement policies
    • Develop criteria to measure the sustainability of procurement activities
    • Utilise Ariba to track supplier sustainability credentials
    • Implement a sustainability performance dashboard in SAP HANA
    • Provide training on sustainable procurement practices
    • Incorporate sustainability clauses into contracts
    • Promote sustainability initiatives with suppliers
    • Conduct regular sustainability audits of procurement processes
    • Benchmark progress against industry standards and best practices
digitizationcomplianceprocurement-managersustainability-officerprocurement-teamcompliance-team
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Strategies and tactics for developing a virtual assistant for salespeople

  • ⛳️ Strategy 1: Develop a comprehensive AI framework

    • Identify key components and functionalities needed for the AI model
    • Assess current AI technologies to incorporate generative AI, rule-based systems, and analytical tools
    • Develop scenarios for what-if analysis to anticipate market conditions and other variable factors
    • Create algorithms and systems for predictive analysis based on historical company data
    • Integrate benchmarking components to identify successful sales personas
    • Implement a monitoring system to track performance metrics for each salesperson
    • Collaborate with sales managers to define success metrics for each role
    • Design a system to provide real-time qualitative feedback
    • Develop a call monitoring and qualitative evaluation feature
    • Draft a framework to represent the workflow diagrammatically

  • ⛳️ Strategy 2: Streamline sales onboarding and upskilling

    • Develop a dynamic onboarding process using AI guidance
    • Use AI to automatically generate training materials and assessments for new hires
    • Create a personal development plan for each new hire using AI recommendations
    • Design interactive AI-driven modules for continuous learning and upskilling
    • Incorporate performance benchmarks to identify areas for improvement
    • Facilitate role-specific AI coaching sessions for new hires and existing staff
    • Enable AI-powered simulations to practice sales scenarios
    • Construct an evaluation system to measure learning progress
    • Generate targeted feedback using AI analysis of performance data
    • Implement regular updates to training content based on real-time data

  • ⛳️ Strategy 3: Enhance decision-making processes with AI analytics

    • Utilise AI analytics to assess and predict market conditions
    • Integrate weather and environmental data into AI systems to consider acts of god
    • Enable AI to leverage historical data to inform strategic decisions
    • Use AI to generate comprehensive reports on individual and team performance
    • Create a platform for comparative analysis of sales performance across different timelines
    • Develop an AI feature for generating insights and recommendations from sales trends
    • Include an AI-based decision support system for scenario planning
    • Implement a tool for conducting qualitative assessments of sales interactions
    • Facilitate the AI in conducting real-time SWOT analysis
    • Employ sentiment analysis for sales interactions through AI insights
virtual-assistantai-technologiessales-managerai-developersales-teamai-analytics-team
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Strategies and tactics for developing a Comprehensive Strategic Plan for Marketing and Communications

  • ⛳️ Strategy 1: Strengthen brand recognition and awareness

    • Conduct a brand audit to identify strengths and areas for improvement
    • Create a unified branding guideline to be distributed across all departments
    • Organise a series of brand-focused workshops for FNU staff
    • Develop a consistent messaging strategy highlighting FNU's dual roles
    • Engage professional designers to update FNU's visual identity
    • Leverage successful alumni stories in marketing materials and campaigns
    • Launch a digital campaign featuring student testimonials and experiences
    • Collaborate with influencers and media for broader reach
    • Use targeted social media ads to reach potential students
    • Monitor brand perception through regular surveys and social listening

  • ⛳️ Strategy 2: Enhance stakeholder engagement and partnerships

    • Map out key stakeholders and create a targeted engagement plan
    • Develop an alumni relations strategy that includes networking events
    • Launch a newsletter for staff, students, and alumni to foster connection
    • Establish partnerships with local and international businesses
    • Organise industry panels and talks at FNU to increase visibility
    • Promote collaborative research initiatives with partner institutions
    • Host bi-annual stakeholder forums to discuss university progress
    • Develop student ambassador programs to engage current and prospective students
    • Launch campaigns highlighting student achievements in local communities
    • Implement stakeholder feedback mechanisms to improve relationships

  • ⛳️ Strategy 3: Drive a digital transformation and innovation in marketing

    • Adopt advanced digital marketing tools and platforms
    • Create a dedicated content team for social media management
    • Introduce monthly podcasts focusing on trends and experiences at FNU
    • Enhance the FNU website with a user-friendly experience
    • Run SEO and content marketing campaigns to increase organic reach
    • Engage in targeted email marketing for different audience segments
    • Invest in analytics tools to assess digital campaign performance
    • Produce engaging video content showcasing the university's offerings
    • Use virtual reality for interactive virtual tours of campus facilities
    • Launch digital education initiatives to support online learning goals
brand-recognitiondigital-transformationmarketing-managercommunications-specialistpublic-relationsdigital-marketing
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Strategies and tactics for finding offshore and nearshore admin help

  • ⛳️ Strategy 1: Research potential locations

    • Identify key countries known for providing offshore and nearshore admin services
    • Evaluate the cost of living and labour markets in these countries
    • Research employment laws and regulations specific to administrative roles
    • Examine the cultural compatibility with your organisation
    • Assess the level of English proficiency in potential locations
    • Collect data on broadband and technological infrastructure
    • Consider different time zone alignments with your business operation hours
    • Research existing companies providing admin resources in these locations
    • Gather feedback from businesses similar to yours about their experiences
    • Identify any geopolitical risks associated with hiring in these regions

  • ⛳️ Strategy 2: Establish recruitment process

    • Define the scope and responsibilities of the administrative roles needed
    • Create a clear job description with necessary qualifications
    • Consider working with recruitment agencies specialising in offshore placements
    • Post job listings on international job boards and relevant social media platforms
    • Set up a system for initial screening of candidates
    • Develop a structured interview guide to assess candidates' skills
    • Incorporate remote interview technologies for convenience
    • Prepare a standardised test to evaluate administrative skills
    • Create an evaluation form for consistency in candidate assessment
    • Set up a timeline for the recruitment and decision-making process

  • ⛳️ Strategy 3: Implement onboarding and training

    • Develop a comprehensive onboarding programme tailored to remote workers
    • Create training modules to familiarise new hires with company software and tools
    • Assign a mentor or buddy to guide new hires through the initial period
    • Schedule regular check-ins to evaluate progress and address challenges
    • Use collaborative tools for effective communication and project management
    • Establish a feedback mechanism for continuous improvement
    • Set clear performance metrics and KPIs
    • Foster a company culture that includes and values remote employees
    • Ensure compliance with international employment and tax regulations
    • Organise virtual team-building activities to encourage team integration
offshore-supportrecruitment-processrecruiterhr-manageradministrative-teamonboarding-team
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How to track your Onboarding strategies and tactics

Having a plan is one thing, sticking to it is another.

Having a good strategy is only half the effort. You'll increase significantly your chances of success if you commit to a weekly check-in process.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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