Accelerate continuous onboarding for employees, customers, partners, and more with these free templates and checklists.
Streamlining onboarding saves time and drives revenue by accelerating time to value and reducing costly turnover.
This comprehensive onboarding toolkit includes customizable resources and expert insights for creating scalable, personalized onboarding programs that support everyone in your organization: from new hires, to internally mobile employees, to customers and partners.
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What is continuous onboarding?
Continuous onboarding goes beyond basic compliance training to offer consistent, ongoing support for everyone in your organization: from employees and internal moves, to customers, partners, and contractors.
What is the impact of continuous onboarding?
Continuous onboarding is vital for a motivated workforce that meets business goals. Effective customer and partner onboarding reduces friction and churn by providing essential tools and resources to address ongoing needs.
What will you get from this onboarding toolkit?
Developed by Litmos L&D, HR, Sales, and Technology leaders, these toolkit resources support continuous cross-functional onboarding.
Ready to drive productivity, retention, and time to value with continuous onboarding?
Explore these resources below or download the full toolkit to get started.
Onboarding to improve ramp up time and employee engagement
New employee onboarding is more than just a welcome program; it’s a strategic process that sets the foundation for long-term success. A well-structured onboarding process helps new hires quickly understand their roles, integrate into the team, and align with the company’s culture and goals.
Ready to transform your new employee onboarding program? Explore these expert-crafted resources today:
New Employee Onboarding Best Practices
Explore best practices for new hire onboarding, common pitfalls to avoid, and practical tips to ensure a successful and engaging onboarding experience. Read about new hire onboarding best practices
Managing Cognitive Load During Employee Onboarding
Litmos Chief Learning Officer, Dr. Jill Stefaniak outlines the most effective instructional design strategies for keeping new hires engaged during onboarding. Read about managing cognitive load
First 90 Days: New Employee Onboarding Checklist
This downloadable resource gives HR managers and team leaders a customizable checklist for onboarding new hires, from pre-boarding tasks, to first-day essentials and ongoing support. Download the checklist for new hire onboarding
Internal mobility onboarding resources for transfers and promotions
Inboarding to cultivate career ownership and internal leadership capacity
Internal mobility is a vital component of a thriving organization. A strategic approach to internal onboarding – also known as “inboarding” – is essential for maintaining productivity and fostering a culture of continuous development.
A thoughtful inboarding process ensures your employees acclimate to their new roles, align with new team dynamics, and continue to contribute to your organization’s success.
Ready to make internal mobility your competitive advantage? Explore these expert-crafted internal mobility onboarding resources today:
Blog Post: How Training for Employee Experience Management Can Set Your Organization Apart
Explore the role that training and onboarding can have in employee experience management (EXM) and see how EXM can set your organization apart by enhancing employee satisfaction and engagement. Read about employee experience management
Blog: Yes, Your Organization Needs an Internal Onboarding Process
See how a skill-based approach to internal onboarding can improve employee morale and retention, while reducing the costs associated with external hiring processes. Read about the benefits of internal onboarding
First 90 Days: Internal Mobility Onboarding Checklist
This downloadable resource provides HR managers and department heads with a step-by-step checklist for internal onboarding, covering everything from initial planning to ongoing support to ensure smooth transitions. Download the checklist for internal onboarding
Re-onboarding resources
Onboarding for employee retention and productivity
Re-onboarding is a strategic process that helps employees adapt to new environments, roles, and technologies, ensuring they remain productive and engaged. Whether your organization is undergoing mergers and acquisitions, leadership changes, or implementing new tools and technologies, re-onboarding is essential for maintaining productivity and maximizing your return on investment.
Ready to reimagine re-onboarding? Explore these expert-crafted employee retention onboarding resources today:
Blog Post: “When and Why Employees Need Re-Onboarding”
Recognize the signs of employee disengagement, identify scenarios in which re-onboarding or re-recruitment might be necessary, and explore how re-onboarding can make your workforce more adaptable and resilient. Read about re-onboarding
Blog: “Beyond Week One: How Onboarding in Phases Supports Employee Growth Over Time”
See how structuring your onboarding into phases can enhance employee engagement through continuous support, while keeping teams consistently aligned with organizational goals and changes. Read about how to structure onboarding
Visual Guide: “How to Tell When Employees Need to Re-Onboard”
This infographic offers a clear and concise overview of the key indicators that signal the need for re-onboarding. It’s a handy tool for managers and HR professionals to quickly assess and address the continuous onboarding needs of their teams. Download the infographic for when to re-onboard
Article: Continuous Onboarding Can Prevent ‘The Great Stay’ From Becoming ‘The Great Stagnation’ by Kyile Stair
Litmos Chief People Officer, Kyile Stair explores how fostering a learning culture through continuous onboarding can prevent employee stagnation and ensure long-term success. Read about preventing employee stagnation
Continuous customer onboarding resources
Customer and client onboarding to drive loyalty and reduce churn
Investing in continuous customer onboarding is crucial for improving customer relationships, increasing retention, and enhancing sales and Customer Experience (CX) processes. It helps new clients quickly learn your product or service, reducing friction and support tickets.
Effective continuous onboarding empowers customers, turning them into brand ambassadors and fostering long-term loyalty. Treating onboarding as an ongoing process, rather than a one-time event, boosts time to value and minimizes customer churn, ultimately driving better ROI from customer education.
Maximize your customer onboarding. Explore these expert-crafted customer onboarding resources today:
Blog Post: “Communities of Practice for Continuous Customer Onboarding”
Dr. Jill Stefaniak explores how Communities of Practice foster a more enriching customer experience by providing ongoing support, shared knowledge, and a sense of community, which are crucial for gaining ROI through customer onboarding. Read about communities of practice
Customer Onboarding Checklist
This downloadable resource provides Sales and CX managers, as well as revenue department heads, with a step-by-step checklist for effective customer onboarding, covering everything from initial engagement to ongoing support to create a better customer experience, boost time to value, and lower customer churn. Download the checklist for customer onboarding
Blog: “Using All the Features: Beating the 80/20 Rule with Customer Training”
Your customer onboarding doesn’t have to fall prey to the old software rule about 80% of customers only using 20% of the features! Discover how you can maximize customer success and adoption with a more strategic approach to customer education. Read about boosting customer adoption
Recorded Webinar: “The Learner is Always Right: Improving the Customer Experience with Microlearning”
ould microlearning be the key to unlocking customer loyalty? In this webinar recording, Litmos’ Chief Learning Officer Dr. Jill Stefaniak and the Founder and CEO of Talented Learning, John Leh, explore how microlearning can revolutionize customer education and ultimately lead to higher rates of customer satisfaction. Watch the webinar about microlearning for customer education
Vendor & partner onboarding resources
Drive sales revenue with continuous onboarding for partners and vendors
For Procurement Managers, Partnership Managers, and Sales Managers, the key to successful collaboration with vendors, partners, and partner resellers lies in strategic continuous onboarding. Product training, continuous enablement, compliance and security training are all essential to the success of partner onboarding.
To maintain sustainable long-term partnerships, companies need continuous onboarding that ensures all partners feel included and embedded in the organization. A thoughtful onboarding program can enhance partner commitment and ultimately lead to more valuable long-term partnerships.
Ready to create stronger partner and vendor relationships? Explore our expert-crafted partner onboarding resources to get started:
Blog Post: “Selling a Partner on Selling You”
This blog post delves into the training, incentives, and cultural elements needed to get partners not only onboarded but fully committed to selling your product or service. It provides actionable insights to ensure that your partners are motivated and equipped to drive sales. Read about improving partner sales through training
Infographic: Essential Elements of Effective Partner Training Programs
Are your partners are fully aligned with your organization? Learn how to help partners feel truly embedded and prepared to represent your brand. This infographic explores the essential components of partner onboarding – the ecosystem, training objectives, methods, and resources you’ll need for more profitable and productive partnerships. Download the partner training best practices infographic
Sales onboarding resources
Decrease ramp time and time to value with continuous sales onboarding
Designed to help front-line managers, sales managers, revenue leaders, and L&D leaders optimize their sales onboarding processes, our sales onboarding resources explore how AI, learning technologies, and strategic onboarding best practices can drive revenue and achieving breakthrough sales results lies. Continuous onboarding is essential for increasing getting your sales teams up to speed, leading to increased win rates, and improved pipeline generation.
To get the most ROI from your sales onboarding, explore our expert-crafted sales onboarding resources below:
Article: The Key to Success with AI-Driven Learning and Development by Jeff Griggs
Learn how AI is transforming sales learning and development through training personalization and real-time feedback. Litmos’ Chief Revenue Officer, Jeff Griggs explores how AI impact L&D by reducing administrative burdens and enhancing sales performance. Read about new AI in sales training
Blog Post: “Sales Onboarding ROI: Beyond Ramp Time”
Uncover the true ROI of onboarding, beyond just reducing time-to-productivity for salespeople. See how onboarding improves employee morale and productivity while helping managers more thoroughly vet new hires. Read about the ROI of sales onboarding
Blog Post: “Taking Your Sales Onboarding Program from Strategy to Reality”
Explore nine steps that sales managers can take to successfully plan and launch a sales onboarding program that both your sales team and executive leadership team will enthusiastically support. Read about how to launch sales onboarding
Webinar Recording: “Rev up Revenue: Strategies for Better Sales Onboarding”
In this webinar recording, Litmos People and Revenue leaders discuss how HR and revenue leaders can collaborate to get the most out of their sales onboarding programs. Watch the sales onboarding best practices webinar
eBook: “Reimagining Sales Enablement to Achieve Breakthrough Results”
Learn the essential components of revenue enablement and explore how leveraging technology and AI can streamline continuous sales enablement to foster a more productive and profitable culture of learning. Read how to use technology for better sales enablement
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