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10 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 crafting a Supplier and Contractor Engagement Strategy

  • ⛳️ Strategy 1: Develop a supplier onboarding and verification process

    • Gather a list of suppliers from NHC for onboarding purposes
    • Create a standardized onboarding checklist including compliance aspects
    • Verify supplier credentials against NHC's established requirements
    • Implement a system to routinely price check with suppliers
    • Conduct regular training sessions on platform usage for suppliers
    • Form a dedicated support team for supplier inquiries
    • Launch a pilot program with selected suppliers to test processes
    • Collect feedback post-pilot to enhance the onboarding experience
    • Monitor supplier performance against compliance standards
    • Regularly audit supplier practices to ensure quality compliance

  • ⛳️ Strategy 2: Expand contractor engagement and support

    • Initiate marketing campaigns targeted at contractors for platform awareness
    • Organise webinars or workshops highlighting platform benefits
    • Gather and act upon feedback from contractors during pilot phases
    • Monitor the status of orders to assess contractor satisfaction
    • Increase outreach to onboard more contractors across different sectors
    • Build partnerships with contractor associations to boost adoption
    • Introduce AI solutions for contractors regarding material selection
    • Maintain open communication channels with contractors
    • Identify contractor needs and tailor solutions accordingly
    • Rapidly address challenges faced by contractors on the platform

  • ⛳️ Strategy 3: Implement long-term supplier and contractor collaborations

    • Strategically onboard additional suppliers from diverse regions
    • Develop partnerships with relevant industry organizations
    • Provide suppliers with regular training on new platform features
    • Conduct periodic compliance reviews to maintain standards
    • Execute marketing efforts to expand the contractor user base
    • Establish collaborations with key contractor associations
    • Develop platform features that enhance user experience
    • Implement user feedback-driven improvements on the platform
    • Ensure ongoing support and relationship management with suppliers
    • Promote a culture of continuous improvement across all operations
onboardingcompliancesupplier-managercontractor-liaisoncompliance-teamengagement-team
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Strategies and tactics for developing a Comprehensive Strategic Framework

  • ⛳️ Strategy 1: Enhance Leadership Training and Compliance Monitoring

    • Schedule and track live training sessions to achieve 100% compliance by 12.1.2025
    • Collaborate with The Center to monitor self-paced training via the Centralized Dashboard
    • Develop a system for regular reminders on training deadlines
    • Design an evaluation method to assess training effectiveness
    • Provide incentives for timely training completion
    • Identify and address barriers to completing training requirements
    • Establish reporting protocols for training compliance to leadership
    • Regularly update training materials to maintain relevance
    • Create an accountability framework for non-compliance
    • Host quarterly review sessions to ensure training goals are met

  • ⛳️ Strategy 2: Implement a Comprehensive Lunch N Learn Series

    • Develop a curriculum for supervisor-level sessions to be rolled out in 2026
    • Outline topics and content for employee-level training in 2026
    • Identify and recruit experienced facilitators for sessions
    • Set a schedule for regular Lunch N Learn meetings
    • Create promotional materials to encourage participation
    • Gather feedback from participants to refine future sessions
    • Coordinate with HR to align with broader training objectives
    • Track attendance and engagement using digital tools
    • Evaluate participant learning through post-session assessments
    • Continuously adjust the content based on feedback and outcomes

  • ⛳️ Strategy 3: Optimise Credentialing and Billing Processes

    • Ensure all clinicians are credentialed by 1.1.2026
    • Credential all clinical supervisors by 1.1.2026
    • Identify common causes of failed claims and develop mitigation strategies
    • Implement a monitoring system to track claim submission timings
    • Provide training to clinicians on effective billing practices
    • Regularly review and optimise credentialing processes
    • Collaborate with finance to identify underproductive clinicians
    • Develop improvement plans for clinicians providing face-to-face services
    • Create a feedback loop to continuously improve billing practices
    • Conduct quarterly reviews on progress toward credentialing and billing goals
leadership-developmentoperational-efficiencyfacilitatorsclinicianshrfinance
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Strategies and tactics for implementing a Quality Assurance Strategy for Contact Centres

  • ⛳️ Strategy 1: Define and Monitor Quality Standards

    • Clearly define quality standards and performance expectations for agents
    • Develop a detailed QA scorecard focusing on key performance indicators
    • Implement regular monitoring and evaluation processes to assess agent performance
    • Utilise AI tools to transcribe calls and analyse tone, sentiment, and keyword usage
    • Conduct in-depth evaluation of agent interactions to identify areas for improvement
    • Incorporate peer reviews from senior agents and team leads for additional insights
    • Provide regular calibration sessions to maintain consistency in evaluations
    • Regularly review and update quality standards to align with customer needs
    • Offer regular feedback sessions to discuss performance and improvement areas
    • Continuously improve QA criteria and tools based on evolving business and agent needs

  • ⛳️ Strategy 2: Strengthen Reporting and Communication

    • Establish a reporting structure to deliver weekly, monthly, and quarterly performance reports
    • Conduct weekly debrief meetings with QA team, team leads, and senior management
    • Hold monthly one-on-one feedback sessions with agents to discuss their performance
    • Leverage AI analytics tools to track key performance indicators effectively
    • Develop customised dashboards for visualising trends and insights derived from QA assessments
    • Present data-driven recommendations to management for informed decision-making
    • Maintain open communication channels for agents to provide feedback and ask questions
    • Act as a representative for members, ensuring their concerns influence contact centre policies
    • Document case histories accurately to facilitate future reference and insights
    • Encourage feedback to refine processes and training strategies continually

  • ⛳️ Strategy 3: Enhance Agent Training and Development

    • Provide ongoing coaching and training opportunities to enhance agent skills and knowledge
    • Offer specialised training sessions based on feedback from QA evaluations
    • Conduct role-playing exercises to prepare agents for real-life situations
    • Use performance data to identify training needs and develop targeted modules
    • Empower agents through knowledge-sharing sessions highlighting best practices
    • Ensure training includes updates in company policies and customer handling techniques
    • Prioritise skill development to enhance empathy, problem-solving, and communication skills
    • Implement a framework for agents to replicate successful case-handling methods
    • Monitor agent progress post-training to measure effectiveness and make adjustments
    • Foster a culture of continuous development and learning across all teams
quality-assurancecustomer-satisfactionquality-assurance-managercustomer-service-agentcollectionsretentions
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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 enhancing Member Engagement

  • ⛳️ Strategy 1: Customise Onboarding Experiences

    • Survey new members to understand their interests and needs
    • Create personalised welcome packages based on survey responses
    • Develop an online orientation program that can be tailored to different member types
    • Assign a mentor or buddy to new members for personalised support
    • Organise virtual meet-and-greet sessions with existing members
    • Provide a checklist of resources and benefits for new members
    • Implement a feedback loop to refine onboarding processes continuously
    • Create onboarding webinars specific to different membership segments
    • Offer a digital platform for new members to ask questions and connect
    • Send a series of tailored welcome emails over the first month

  • ⛳️ Strategy 2: Tailor Programming to Member Needs

    • Conduct regular needs assessments through surveys and focus groups
    • Segment members based on their interests and create tailored events
    • Develop a diverse range of programmes targeting different member segments
    • Utilise member data analytics to personalise content recommendations
    • Collaborate with members to co-create relevant programming
    • Schedule events at various times to accommodate different time zones and schedules
    • Offer virtual, hybrid, and in-person programming to cater to diverse preferences
    • Regularly review and update programming content to ensure relevancy
    • Launch an online portal for member-contributed content and ideas
    • Provide feedback opportunities after each event to improve future programming

  • ⛳️ Strategy 3: Strengthen Engagement Touchpoints

    • Map the member journey to identify key engagement touchpoints
    • Utilise personalised communication across all channels
    • Introduce gamification elements to increase member interaction
    • Develop a monthly newsletter highlighting member stories and achievements
    • Foster community through online forums and social media groups
    • Implement a regular check-in system for member feedback
    • Create exclusive content or events for long-term members
    • Host quarterly networking events, both virtually and in-person
    • Offer incentives for members who engage and contribute regularly
    • Evaluate engagement metrics to identify and address gaps
engagementpersonalizationcommunity-managerprogram-coordinatoronboarding-teammember-engagement-team
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Strategies and tactics for establishing the Business Architecture Practice at a Railway Company

  • ⛳️ Strategy 1: Onboard effectively and build relationships

    • Schedule introductory meetings with key stakeholders and department heads
    • Attend orientation sessions and company tours to understand the organisation's culture
    • Develop a comprehensive list of internal contacts relevant to business architecture
    • Set regular one-on-one meetings with your manager for guidance and feedback
    • Join existing team meetings to understand ongoing projects and initiatives
    • Identify informal team gatherings or social events to build personal connections
    • Utilise internal communication channels to stay informed about company news
    • Gain access to key business documentation and existing architecture outputs
    • Analyse organisational structure and department functions
    • Establish a personal development plan and set onboarding goals

  • ⛳️ Strategy 2: Develop the business architecture knowledge-base

    • Research and select an appropriate tool for the knowledge-base management
    • Identify key components and data sources to be included in the knowledge-base
    • Collaborate with IT to ensure tool integration with existing systems
    • Create a standard template for documenting business architecture elements
    • Facilitate workshops to gather input from stakeholders on knowledge-base requirements
    • Populate the knowledge-base with initial baseline data and documentation
    • Develop guidelines and training materials for maintaining the knowledge-base
    • Conduct training sessions for team members on using the tool effectively
    • Implement a version control process for ongoing updates to the knowledge-base
    • Set up regular reviews and updates to ensure the accuracy and relevance of the content

  • ⛳️ Strategy 3: Implement a pilot use case to demonstrate value

    • Identify potential use cases that align with business goals and objectives
    • Evaluate and select a high-impact use case that leverages the knowledge-base
    • Define the scope, objectives, and success metrics for the selected use case
    • Establish a cross-functional team to support the implementation of the use case
    • Develop a project plan outlining key milestones, deadlines, and deliverables
    • Execute the project plan with regular status updates to stakeholders
    • Monitor progress and address any impediments or risks in a timely manner
    • Collect feedback throughout the implementation for iterative improvements
    • Evaluate the results against success metrics and document outcomes
    • Present the results to stakeholders to demonstrate the knowledge-base's value
onboardingknowledge-basebusiness-architectit-specialiststakeholder-engagement-teamproject-implementation-team
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Strategies and tactics for expanding Sterling Tour and Travel Agency into the Kenyan Market

  • ⛳️ Strategy 1: Forge strategic partnerships

    • Identify and partner with a medium-sized Kenyan tour and travel agency
    • Leverage the local partner’s market knowledge and customer base
    • Align services to meet local cultural and tourist preferences
    • Ensure clear communication channels with partners
    • Negotiate mutually beneficial terms in partnership agreements
    • Engage local travel influencers to promote joint offerings
    • Create co-branded marketing materials with local partners
    • Host joint events and travel expos to increase brand visibility
    • Develop shared objectives and performance metrics
    • Regularly review and refine partnership strategies

  • ⛳️ Strategy 2: Adapt services to local market conditions

    • Research and understand customer preferences in Kenya
    • Develop Kenya-specific travel packages including popular destinations
    • Implement a pricing strategy that reflects local purchasing power
    • Offer flexible payment options tailored to Kenyan market needs
    • Launch culturally immersive experiences like safaris and heritage tours
    • Translate marketing materials into Swahili and other local languages
    • Align services with environmental and cultural preservation initiatives
    • Conduct training sessions for employees on local customs and practices
    • Incorporate feedback from local customers into service offerings
    • Regularly update offerings based on seasonal tourist trends

  • ⛳️ Strategy 3: Enhance marketing and brand awareness

    • Launch social media campaigns targeting Kenyan travellers
    • Partner with local influencers to widen digital reach
    • Participate in local and international travel expos
    • Utilise radio and print media to reach different demographics
    • Highlight local partnerships in marketing communications
    • Develop emotional and engaging storytelling content
    • Create promotional videos showcasing Kenyan attractions
    • Establish a customer referral programme
    • Leverage customer testimonials in marketing materials
    • Conduct surveys to measure brand awareness and adapt strategies
partnershipslocalizationstrategic-plannermarketing-specialistmarketing-teambusiness-development-team
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Strategies and tactics for developing a global support strategy

  • ⛳️ Strategy 1: Standardise training materials

    • Develop a comprehensive onboarding guide accessible online
    • Create region-specific training modules addressing local needs
    • Implement a uniform learning management system for content delivery
    • Schedule quarterly updates for all training materials
    • Translate key documents into relevant languages for better understanding
    • Ensure all trainers use interactive learning tools
    • Align training materials with company culture and values
    • Review and adapt materials based on regional feedback
    • Provide a glossary of terms commonly used in the industry
    • Encourage continuous learning by introducing regular workshops

  • ⛳️ Strategy 2: Implement a robust feedback loop

    • Set up regional feedback sessions every quarter
    • Use digital tools for anonymous feedback to ensure honesty
    • Assign a feedback coordinator in each region
    • Create an action plan based on gathered feedback
    • Monitor satisfaction rates using regular surveys
    • Hold monthly meetings to discuss feedback and outcomes
    • Implement a recognition system for feedback contributors
    • Track feedback response times and improve speed
    • Regularly share feedback insights with all teams
    • Identify common challenges and develop solutions as a team

  • ⛳️ Strategy 3: Foster a cohesive global culture

    • Develop a set of core values that resonate globally
    • Implement a communication platform for all regions
    • Organise cross-region cultural exchange events
    • Celebrate international cultural holidays within the company
    • Use storytelling to share company history and vision
    • Facilitate regular global team building activities
    • Create a global mentor programme pairing different regions
    • Ensure equal representation in decision-making processes
    • Maintain a diverse and inclusive workforce
    • Promote transparent communication and inclusivity
trainingfeedbacktrainerfeedback-coordinatoronboarding-teamcultural-integration-team
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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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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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