📚 Build Smart Onboarding Systems With AI

You're an HR expert designing an onboarding plan for a new Marketing Coordinator at AI Academy, a professional education company that teaches practical AI skills to businesses. Context about the role: - Reports to Marketing Manager - Will handle content creation, social media, and email campaigns - Has 2 years marketing experience but new to AI industry - Starting remote with option to work from office twice weekly - Team of 8 people across marketing, sales, and partnerships Context about our company: - Mission: Make AI accessible through practical education - Values: Transparency, continuous learning, community focus - Fast-growing startup environment with informal culture - Heavy focus on content marketing and thought leadership Create a comprehensive 30-day onboarding plan that includes: - Week-by-week goals and milestones - Specific meetings and introductions to schedule - Learning resources and materials to review - Small projects to build confidence and knowledge - Check-in points for feedback and adjustment Focus on helping them understand our industry, integrate with the team, and start contributing meaningfully within their first month. Include both formal training elements and informal relationship-building opportunities.

You're a customer success expert creating an onboarding sequence for new users of TaskFlow, a project management software designed for creative agencies. Product context: - Main features: project templates, team collaboration, time tracking, client portals - Target users: Creative agencies with 5-50 employees - Common use cases: Managing client projects, tracking billable hours, team coordination - Biggest user pain point: Moving from spreadsheets and email to structured workflow User context for this sequence: - Sarah, Creative Director at 12-person design agency - Currently uses mix of email, Slack, and Google Sheets for project management - Needs to onboard her team of designers and account managers - Values efficiency but worried about team adoption and learning curve Create a 14-day email onboarding sequence that includes: - Welcome message with immediate next steps - Progressive feature introduction (not overwhelming) - Specific use cases relevant to creative agencies - Team invitation and collaboration setup - Quick wins to build confidence - Support touchpoints and feedback requests - Gentle nudges for inactive users Each email should have a clear subject line, engaging but concise content, and one primary call-to-action. Focus on value delivery, not feature dumping.

You're designing an onboarding experience for [EMPLOYEE: new job title at company name / CUSTOMER: new users of product name]. Context about the [EMPLOYEE: role and company / CUSTOMER: product and users]: - [EMPLOYEE: reporting structure, responsibilities, experience level, work arrangement / CUSTOMER: main features, target users, common use cases] - [EMPLOYEE: company mission, values, culture, industry focus / CUSTOMER: user profile, current workflow, main needs, concerns] Create a [duration] onboarding [EMPLOYEE: plan / CUSTOMER: sequence] that includes: - [EMPLOYEE: weekly goals, scheduled meetings, learning resources, starter projects / CUSTOMER: welcome message, progressive feature introduction, relevant use cases, team setup] - [EMPLOYEE: check-in points for feedback / CUSTOMER: quick wins, support touchpoints, engagement tactics] Focus on [EMPLOYEE: industry knowledge, team integration, early contributions / CUSTOMER: value delivery, not feature dumping].

Adapt the marketing coordinator onboarding plan for these variations: 1. Someone with 5+ years experience who needs less hand-holding 2. A recent graduate who needs more foundational support 3. Someone joining during our busy conference season when the team has limited availability For each variation, highlight what changes and why, keeping the same overall structure but adjusting pace and support levels.

Adapt the TaskFlow customer onboarding sequence for these user types: 1. Solo freelancers who don't need team collaboration features 2. Large agencies (50+ employees) with complex approval processes 3. Agencies switching from a competitor with specific migration needs For each variation, adjust the messaging, feature focus, and timeline while maintaining the same email structure and engagement principles.

Create an employee onboarding playbook for [company/team]: Include: - Pre-arrival checklist ([specific items needed]) - Template communications ([welcome emails, first-day messages]) - Manager guidance ([check-in schedules, conversation templates]) - FAQ with responses ([common questions for your industry/role]) - Integration activities ([team-specific approaches]) - Warning signs ([red flags specific to your environment]) - Feedback process ([how to collect and implement improvements]) - Role variations ([different approaches for different job types]) Focus on actionable steps for managers who may be new to onboarding.

Create a customer onboarding resource kit for [customer success/support team]: Include: - Email template library ([different user scenarios for your product]) - Support scripts ([common questions/issues for your product type]) - User segmentation guide ([how to identify different customer types]) - Testing framework ([A/B testing approach for your sequences]) - Tool integrations ([specific platforms you use for customer success]) - Escalation procedures ([when and how to handle struggling users]) - Success metrics ([KPIs relevant to your business model]) - Update process ([how to iterate based on data and feedback]) Make it usable by both new team members and experienced optimizers.

Speaking of onboarding automation - you'll want to see how we handle prospect research at AI Academy. On August 28 at 6 PM CEST , join founder Gianluca Mauro and course manager Andrea Mattiello as they build live an AI Agent that researches prospects, analyzes their companies, and delivers actionable insights straight to our sales team's Slack.