Raccoon AI Employee Onboarding
Create onboarding portals, presentations, and automated workflows for new hires. Welcome employees effectively.
Try these prompts to get started
Remote Engineering Onboarding at Cloudscape
Onboard distributed engineers across 4 time zones with async-first materials and structured buddy system.
SDR Bootcamp at Revtech
Ramp 15 new SDRs to quota-carrying in 6 weeks with structured training and call certification.
Acquisition Integration at Nexus Health
Integrate 85 employees from acquired startup with culture alignment and systems migration.
How to improve onboarding with Raccoon AI
Map the onboarding journey
Define what new hires need to know, do, and experience in their first days, weeks, and months.
First impressions matter
Onboarding sets the tone for the entire employment experience. A great start builds engagement; a poor one creates doubt.
CSM onboarding at Brightspot (Series B, B2B SaaS). Problem: 4-month ramp is too long, no consistency. Define milestones: Day 1, Week 1, Month 1 (5 accounts), Month 2 (15 accounts), Month 3 (hitting targets). Include "Definition of Ramped" criteria.
Create onboarding content
Develop presentations, guides, and materials that communicate everything new hires need.
Don't assume knowledge
New hires don't know your acronyms, systems, or unwritten rules. Explicit documentation prevents confusion and speeds productivity.
Create "CSM Survival Guide" for Brightspot (<20 pages): product overview, customer segments, tools walkthrough (Salesforce, Gainsight, Gong), renewal playbook (90/60/30-day touchpoints), escalation paths, glossary (ARR, NRR, QBR, health score). Link to detailed docs.
Build interactive elements
Create checklists, portals, and interactive tools that guide new hires through onboarding.
Self-service empowerment
Good onboarding tools let new hires progress independently while ensuring they don't miss important steps.
CSM onboarding checklist with due dates: Day 1 (laptop, Slack, manager 1:1), Week 1 (product certification, shadow 3 calls, team intros, system access), Week 2 (lead first call with backup, QBR training, review 5 accounts). Make it trackable by manager.
Automate the workflow
Set up automated reminders, scheduled content delivery, and triggered communications.
Consistency at scale
Automation ensures every new hire gets the same quality onboarding regardless of how busy their manager is.
Automated CSM onboarding in BambooHR + Slack: Pre-Day 1 (laptop, accounts, welcome email), Day 1 (CEO video, orientation Zoom), Day 3 (manager check-in reminder), Day 5 (assign certification), Week 2 (first call task), Week 4 (feedback survey), Day 60 (incomplete certification alert).
Personalize for roles
Create role-specific onboarding tracks that go beyond general company orientation.
Relevant from day one
Engineers need different onboarding than salespeople. Role-specific content gets new hires productive faster.
Brightspot has 4 departments. Create shared vs role-specific matrix by week. Shared: orientation, product, benefits. Role-specific: Engineering (dev env, code review, on-call), Sales (CRM, demo cert, territory), CSM (Gainsight, renewals, accounts), Marketing (brand, campaigns, content).
Measure and improve
Gather feedback and metrics to continuously improve the onboarding experience.
Onboarding never finished
Collect feedback from every cohort. Measure time-to-productivity. Iterate on what works and fix what doesn't.
Frequently asked questions
Create effective onboarding experiences for new employees and customers. Here are answers to common questions about onboarding with Raccoon AI.
Have more questions or looking for a different solution? Contact sales
Welcome presentations, company guides, role-specific documentation, interactive checklists, email sequences, training content, and onboarding portals. Everything needed for a comprehensive onboarding program.
Yes. Build interactive onboarding portals where new hires access information, complete tasks, and track their progress. Prototype and deploy functional portals.
Yes. Design automated email sequences, task assignments, and reminder systems. New hires receive the right information at the right time automatically.
Same principles apply. Create welcome sequences, product tours, training materials, and success milestones for customer onboarding programs.
Export content in formats compatible with HRIS and learning management systems. Onboarding content works within your existing technology stack.