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- The Perfect Onboarding In 7 Simple Steps
The Perfect Onboarding In 7 Simple Steps
How to set your new members up for success from day one. š
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Seven Steps To The Perfect Onboarding
āHow it starts is how it endsā is a throwaway line, but once I heard it, I could never unhear it. And it has always bubbled back to the top of my mind when thinking of hiring and onboarding talent into our organization.
Onboarding is really about expectation setting. The culture, the cadences, the expectations in your role.
I chose the famous Wolf of Wall Street chest bump scene as the cover of this because itās funny and memorableābut you could also argue it was great onboarding.

Onboarding 101.
If onboarding is in large part expectation setting, then McConaugheyās Wall Street suit, Mark Hanna, did a fantastic job. He was telling Jordan Belfort, played by Leo, this is how we operate here, this is how we do things. This is whatās important.
Now, we know that we, in fact, do not want to set our expectations to cheat, lie, and steal our way through the world, but heyāthe analogy works. Itās worth noting that todayās piece is not a detailed step-by-step, textbook breakdown of onboardingāitās really more a breakdown of how we onboard at Athyna.
We have 93% engagement at Athyna, which is not bad when you consider that 80% is regarded as excellent. We laugh in the face of excellence. Here are some fun value adds we use to create the perfect onboarding experience.
Why is onboarding important?
During the 1995-1996 NBA season, the Shaquille O'Neal-led Orlando Magic finished with a 60-22 record, making them one of the top teams in the NBA. Weeks after the season ended, OāNeal left. Signing with the LA Lakers and going on to win three championships in a row, cementing himself as one of the greatest to ever do it.
One of the most disappointing things in business is having your top performers leave. The dreaded employee churn. Whatās even worse is when you know you could have done more to stop it.
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There are 15 quadrillion statistics that point to the importance of employee onboarding, which I wonāt bore you with, but I will share two data points in combination that tell a story. And more importantly, highlight an opportunity. | ![]() Source: Zippia. |
A study by Bamboo HR showed that new employees with good onboarding experiences are 18x more committed to their employer. But another study, this time by Gallup, cites that only 12% of employees agree that their organisation has a good onboarding process.
(pausing for a moment, allowing insight to sink in)
So youāre telling me that if I create a great onboarding, I can have employees 18x more engaged than 88% of the companies in the market?
(pausing for another moment, for dramatic affect/effect)

āBaby, we did it.ā
1/ Two weeks pre hire - The Pitch
The first step to a wonderful onboarding experience starts on the final interview with the candidates. If your company is at a size and scale that the CEO can join these callsāyou should.
And to be fair, I think itās doable. While Deel was going through true hyper-scale, their CEO, Alex, was still able to interview the first 500-700 people.
People follow people. If you are joining a company, itās because you believe in the people building it, and how they see the world.
The aim of this call should be to vet the candidate, but thatās not all. A good recruitment process, with true All-Star talent, is a two-way street. This is your chance to sell your company, the opportunity, and the future state of the world once your vision has played out.
Other things that should happen at this stage: 1) coordinate which onboarding cohort your new hire would likely join.
2/ One week pre hire - The Vibe Avalanche
Once the offer has been made and accepted, rather than wait for day one, itās your time to be proactive. Upon signing, most candidatesājust like buyersāwill experience some level of āremorseā.
The term buyerās remorse comes from the feeling a purchaser gets in the pit of their stomach when paying for a big purchase. āWas that the right decision,ā āwill it be value for money,ā āwhat if itās a waste of money.ā

āI prefer being a billionaire playboy.ā
The same thing happens when someone changes roles. Even if their last job was as enjoyable as grinding glass in your teeth, at least it was a known quantity. And if someone is coming from a good organization, then they are legitimately petrified of the unknownāpetrified of you.
There is a very simple and effective way to combat this feeling and get ahead of any new joiner anxiety: I call it the Vibe Avalanche.

The avalanche begins.
Ideally, this aforementioned avalanche of good vibes happens as soon after signing as possible. That way, the moment any remorse even thinks about sneaking in the door is slammed square in its face. The experience moves from one of anxiety to one of excitement.
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Other things that should happen at this stage: 1) welcome email with start date, time, etc., 2) access to employee handbook and necessary forms (tax forms, direct deposit), 3) schedule first week orientation and training, 4) access to systems and software, and 5) assigning of onboarding buddy.
3/ Minute one - The Welcome
Minute one is simple. The first face you should see when joining your first meeting should be the leader of the organization. Whether that is the founder, CEO, the president, the Godfather. Whoever it is that leads the place should be the one that spends a few minutes welcoming the newcomers in.

āFool me once.ā
Itās a great sign whenāwhat likely isāthe most important person in the organization is the first smiling face you see. This is best done on a Monday morning on a group call with all the newcomers.


4/ Day one - The Expectations
Next up is expectation setting. This can be touched on in the welcome call with the head of the company, but should also be built upon first by HR, and then followed up by their manager.
In this session, you should go through every step of the onboarding process. At Athyna, we have an onboarding hub we build in Notion for each new memberāitās important that you have something like it too.
42% of HR professionals said that key company information is too scattered throughout different platforms and systems, making it more difficult to onboard new hires well.

Iām terrible at creating GIFs.
Our onboarding hub includes: links to relevant policies and guides, the org structure and information about their team, team meetings, an editable checklist for to-do tasks, and more.
It's important to prioritize clarity and support from the very beginning. We understand that starting a new job can be overwhelming. Giving our new hires personalized onboarding guides lowers that overwhelm. Give them everything they need to know to hit the ground running. If you do that they should integrate into our company culture in no time.
At this point in time, your new best friends should have been allocated an onboarding buddy and ideally have a call scheduled. That way the new hire knows where to head for informationātheir onboarding hubāand who to ask if they need more troubleshooting and support.
Other things that should happen at this stage: 1) give a warm welcome and introduce the new hire to their team and key colleagues, 2) review job expectations, responsibilities, and performance metrics, and 3) make sure all paperwork is completed.
5/ Day two - The Culture & The Story
Usually on the second day of onboarding we run what we call the Brand Story Session. Itās one part of a full onboarding flow we will detail in our next step.
In 99% of cases, a company that onboards well will run sessions detailing sales, product, HR, blah, blah, blah. This is fine. In fact, itās very important. But the most important session of a great onboarding is the Brand Story Session.

This session is a detailed story of where you came from, where you are today, and where you are going. But littered with fun facts. Things that are not written in your company documentation. Here is a small snapshot of the things I talk about during Athynaās onboarding.
The original relationship of the co-founders.
The book I was reading when I decided on the name Athyna.
Why the co-founders left.
How we lost 70% of our revenue during 3 weeks in COVID.
And had days of runway to survive.
The session we had to rebuild our values with the team.
Why our motto is āWhat would Ned Stark do.ā
And much, much more.

Part of team Athyna IRL.
When we began nutting out our onboarding sessions, I knew this was the most important one. But I didnāt know from experienceāIāve never worked for a ācompanyā in my career. I knew from first principles.
When we get feedback on our onboarding, the brand sessions are always rated the highest. I see the lights in peopleās eyes change from the start of the session to the end. And the incredible thing is⦠no other company does this. Their failure is our opportunity.
6/ Week one - The Onboarding Flow
Next is the aforementioned onboarding flow. This is typical across companies. And we donāt do anything too out of the ordinary here. Below you can see the sessions that we run.

Iād actually like to expand upon this as we continue to grow. Today itās good, but I still think it can be improved. I think onboarding sessions are great for learning but also great for getting around and meeting colleagues from other departments. | ![]() Source: Zippia. |
Other things that should happen at this stage: 1) check in regularly to answer questions and address concerns, and 2) assign initial projects or tasks to help the new hire apply their learning.
7/ Week four - The Wrap Up
One final step is wrapping up the onboarding. This is your time to celebrate the first month, get ready for whatās next, and gather feedback on your process so that it can be improved upon for the next time. Unbelievably, 55% of companies donāt gather any feedback. Another opportunity.

Source: ChartExpo.
Overall, your onboarding should not only get people āready for workā, but also have people buzzing with positive vibes, excited to dive into month two of the next step in their career with you.
Culture is simply a shared way of doing something with a passion.
Other things that should happen at this stage: 1) schedule a performance review to discuss progress, strengths, and areas for improvement.
How you can apply this
Start early: Begin the onboarding process before the new hireās first day. Send a welcome email, provide access to essential resources, and involve senior leadership to make a lasting first impression. Personal touches, like a welcome package, can make new hires feel valued from the get-go.
Plan ahead: Selecting the right schedule for your team means you can do a thorough onboarding every time. If itās too often, it puts too much stress on the organization and you lose the chance to onboard members in cohorts.
Combat the remorse: Alleviate any pre-start anxiety by maintaining consistent communication. Share positive messages, introduce them to their onboarding buddy, and provide a detailed schedule for their first week. This approach helps build excitement and eases any uncertainties about the new role.
Create a warm welcome: Ensure the CEO or founder personally welcomes new hires on their first day. This gesture highlights the importance of each employee and sets a positive tone for their journey within the company.
Set clear expectations: Use an onboarding hub to centralize all necessary information. Clearly outline job expectations, responsibilities, and performance metrics. Regular check-ins during the first week are essential to address any concerns and ensure they have the support they need.
Foster cultural integration: Conduct a Brand Story Session to share the companyās history, values, and vision. This session should be engaging and personal, filled with anecdotes that are not in the official documentation. This helps new hires feel connected to the companyās mission and values.
Structure the onboarding flow: Plan a series of onboarding sessions covering different aspects of the companyāsales, product, HR, and more. These sessions should not only impart knowledge but also facilitate interaction with colleagues from various departments.
Gather feedback: At the end of the first month, conduct a performance review to discuss their progress, strengths, and areas for improvement. Gather feedback on the onboarding process to continuously refine and improve it.
Extra reading
Onboarding That Sticks: How To Help New Employees Stay And Thrive - March, 2025
27+ Employee Onboarding Statistics & Trends You Must Know in 2026 - Unknown
Onboarding, PostHog - April, 2024
GitLab Onboarding, The GitLab Handbook - Unknown
And thatās it! If you enjoy this and want to learn more about Athyna, you can see what we do here. You can follow me on Twitter and LinkedIn too.

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