Workflows
Onboarding check-in
Milestone check-ins that catch quiet frustration before early churn. Captures clarity, systems access, and support quality with structured fields you can compare across cohorts.
Most onboarding surveys ask “how is it going?” once at day 30 and get polite, useless scores. By then quiet confusion about tools, owners, or expectations has already slowed ramp — or pushed someone toward leaving.
This template runs short AI interviews at 30, 60, and 90 days (or your own milestones). The Insight agent probes for concrete blockers — access, documentation, manager support, belonging — while filling comparable blueprint fields so People Ops and CS can compare cohorts instead of reading raw transcripts alone.
Use it for employee onboarding, customer onboarding, or both. Keep pulse pacing for busy new hires; switch to deep dive when a segment shows elevated risk.
Best for
- People ops running 30/60/90 programs
- Customer success onboarding new accounts
- Managers tracking time-to-productivity
Outcomes
- Ramp blockers by milestone cohort
- Belonging and manager-support themes
- Early flight-risk language with quotes
How it works
1
Choose the milestone wave
Clone or schedule the study for day 30, 60, or 90. Adjust the opening line so participants know which checkpoint they are in.
2
Keep structured ramp fields
Blueprint slots cover clarity, access, and support quality. Leave them required so analysis stays comparable across waves.
3
Invite from HRIS or CRM
Send branded links or CRM invites to the cohort that hit the milestone. Tag tenure or plan so hub compares stay clean.
4
Act on themes before the next checkpoint
Review editable notes and quotes in the analysis hub. Fix access or manager gaps before the same cohort hits day 60 or 90.
Sample questions
- QIn your own words, what feels clear about your role or account goals — and what still feels fuzzy?
- QWhich tools or access still block you from doing real work?
- QWho do you go to when you are stuck, and how quickly do you get a useful answer?
- QIs there anything that would make you consider leaving or pausing in the next month?
Setup tips
- Run separate studies (or segments) for employees vs customers so language stays natural.
- Keep sessions under ~8 minutes at day 30; allow deeper follow-ups at day 90 for flight-risk signals.
- Never ask for passwords or sensitive personal data — keep probes on work experience and support quality.
Frequently asked questions
- Is this only for employee onboarding?
- No. The same structure works for customer onboarding check-ins. Change persona and opening copy; keep the clarity / access / support fields so you can still chart cohorts.
- How is this different from a static 30/60/90 form?
- The Insight agent follows up when answers are vague, captures quotes for managers, and still fills structured fields. You get both narrative and comparable scores — not one or the other.
- Can we run all three milestones from one study?
- You can reuse one blueprint and send milestone-specific invites, or clone per wave. Tag contacts by checkpoint so analysis hub filters stay accurate.