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Onboarding Framework

Onboarding Framework

(Internal Feedback — If We Had to Do It Again)
This is our own clarity doc: what we’d refine, how we’d lead it differently, and how we’d scale it smoother — from trust to timeline to team flow.

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1. PRE-PRE

(Before systems — rebuild trust + reset the vibe)

💬 Emotional Focus:

“Let’s start clean, without pressure. Not fixing the past — just designing a better path forward.”

✅ What We’d Do:

  • 🎥 Send a personal message from Partner Success Lead
  • 📄 Share a Partner Reset Snapshot: what’s been built, what’s paused, what’s possible
  • 📅 Invite to a quick “Vision Reset Call” (light, human, real talk)
  • 🧠 Offer 3 clear support paths (Finalize & Educate, DFY Build, Pilot Launch)

🗓️ Suggested Agenda:

  • Safe space to reflect on past experience
  • Re-clarify Jilly’s ideal outcome
  • Choose new re-onboarding path
  • Set tone for calm, supported execution

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2. PRE

(Before go-time — rebuild clarity + structure)

💬 Emotional Focus:

“Now that trust is re-established, let’s make sure there are no unknowns or gray zones.”

✅ What We’d Lock In:

  • 🔄 Re-confirm timeline, support level, and launch style
  • 🧾 Finalize onboarding checklist + internal handoffs
  • 📂 Deliver a Partner Portal (Notion doc or PDF) with:
    • System Looms
    • Checklist
    • Roles
    • Timeline
    • Support contact
  • 🧠 Prep a crystal-clear kickoff meeting

🗓️ Kickoff Agenda:

  1. Reground vision
  1. Walk through full WaterOS snapshot
  1. Confirm DFY vs OS roles
  1. Confirm timeline + go-live plan
  1. Assign OS support lead + DFY contact
  1. Share Looms, tutorials, help links
  1. Set cadence for check-ins

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3. DURING

(While building or launching — simplify & support proactively)

💬 Emotional Focus:

“Let’s reduce the asks. They should never wonder what’s happening or who to ask.”

✅ What We’d Implement:

  • Weekly async updates (Loom or email check-ins)
  • WaterOS-specific update tracker + FAQs
  • Fix bugs within 24–48 hours
  • Re-record new Looms as changes arise
  • Track lead flow + automation accuracy before launch

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4. POST

(After launch — reflect, retain, and re-align)

💬 Emotional Focus:

“They should feel proud of what they built — and supported in what comes next.”

✅ What We’d Deliver:

  • Launch Recap Doc (wins, insights, next moves)
  • System Performance Summary
  • Follow-up call to discuss scale, automation, or pause/reset options
  • Offer Partner Success Add-On if they want ongoing updates/support

💸 Re-Onboarding Investment Options (If We Repackaged It)

Package
One-Time Fee
Ongoing Support
What’s Included
Snap Build
$997
$97/mo optional
Loom training, onboarding call, walkthroughs, check-in
Snap Build + Site builder & material.
$1,497
$197/mo
Full system reset/setup, funnel/email QA, priority support
Snap Build + Site builder
$1,297
$147/mo
Test challenge, soft launch, weekly sync, feedback loop

✏️ Why This Framework Exists

This is a retroactive clarity map — not to “fix mistakes” but to improve our future process.
It reflects:
  • What worked
  • What felt murky
  • What could be templated
  • What would’ve made Jilly feel fully seen + supported earlier
It’s less about rebuilding a system — more about re-anchoring a partnership.
Let’s bake this in for the next round, so every partner feels powerfully led from day one.