Onboarding Advance

 

A more structured, feedback-driven onboarding solution for independent firms and small and medium businesses ready to level up their hiring experience.

Perfect for:
Growing accountancy firms and small and medium businesses hiring more regularly, looking to create a repeatable and engaging onboarding process that builds loyalty from the first day to the 90-day mark.

 

Price:

£1,997 + VAT

 

 

'' Onboarding isn't a formality - it's the single biggest influence on whether your new hires stay, perform, and grow. ''

 

What’s Included:

You will receive everything in Onboarding Start and the following:  

 

Bespoke 30/60/90 Day Onboarding Plan

A personalised roadmap to guide your new hire through their first three months.

  • Customisable plan tailored to the role and seniority
  • Key milestones and deliverables for each stage
  • Templates for both technical and client-facing roles

Helps ensure clarity, accountability, and momentum from day one.

 

Manager Handover & Check-In Templates

Smooth the transition from recruiter to line manager with:

  • Handover email template to set expectations
  • Weekly manager check-in templates to structure conversations
  • Prompts to track progress, address concerns and red flags early and boost engagement

 

Candidate & Hiring Manager Onboarding Review

A structured review framework to assess how onboarding is landing on both sides.

  • Pre-built templates for 30- and 60-day reviews
  • Insights on progress, cultural alignment, and support needs
  • Encourages two-way feedback for better outcomes

 

Weekly Feedback Tools & Engagement Surveys

Keep communication open and transparent with:

  • Ready-to-send weekly feedback forms
  • Quick pulse-checks to monitor how the new hire is settling in
  • Manager edition included to compare perspectives, encourage two-way feedback, and strengthen early-stage alignment.

 

Culture & Values Integration Guide

Ensure your new hire doesn’t just know your values, they feel them.

  • Guide to introducing company culture early
  • Practical ways to embed values into daily work
  • Help build belonging and alignment

 

Onboarding Troubleshooting Tips

Your go-to guide for tackling common onboarding pitfalls.

  • Covers scenarios like disengagement, unclear expectations, and team friction
  • Practical, jargon-free advice for managers to handle red flags with confidence

 

Engagement Survey (End of First Month)

Dig deeper into your new hire’s experience with a structured engagement survey.

  • Includes editable question sets
  • Covers role clarity, support, culture fit, and feedback
  • Supports early detection and resolution of retention risks

 

Intro Guide to Embedding Culture & Values

A deeper dive into how to align new hires with your firm's ethos.

  • Tips for storytelling, rituals, and team activities
  • Role-modelling and manager prompts included
  • Ideal for firms working to strengthen internal culture

 

This package transforms onboarding from a checklist into a meaningful and repeatable experience that supports both the new employee and the hiring team.

Ideal for independent firms and small & medium businesses aiming to reduce early attrition, increase engagement, and build a positive employer brand from day one.

Great businesses are only as good as their people!