Onboarding Experience Audit
Audit one onboarding journey, for new customers or new staff: what happens before day one, on the first day, in the first weeks, who supports newcomers and how the process is improved.
- Free
- No sign-up to try
- Works as you type
Answer for one onboarding journey, for new customers or new staff: how the first days and weeks work today.
0 of 13 answered
Answer the questions to see your score by area as you go.
Answer at least 11 of 13 questions to save your results as a Room.
How it works
How the Onboarding Experience Audit works
- 1
Answer the questions
Pick the answer closest to where you are today. It takes a few minutes.
- 2
See your score
Your score by area appears as you answer, with the weakest areas first.
- 3
Save your results
Create a Room with your scores, next steps and an adviser to talk them through.
Worked example
What it makes
13 questions across 5 areas. Each answer scores 0 to 3; an area's score is its points as a share of the most it could get.
Before day one
- New people get a welcome before they start that says what happens first and who to contact.
- Accounts, access and anything else they need are ready before day one.
First day
- The first day or session is planned, with a named person to guide them.
- New people do something useful or see real value on the first day.
- The essentials come first; the rest of the information comes later.
First weeks
- There's a written plan for the first weeks with clear milestones.
- Progress against those milestones is checked, not assumed.
- Training and guides are available when they're needed, not all at once.
Support and contacts
- Each new person has a named contact for questions.
- There are planned check-ins after the first week and the first month.
Feedback and improvement
- New people are asked about their onboarding and the answers are reviewed.
- Onboarding has an owner who updates it when things change.
- You track an outcome, such as time to first value or early drop-off, and use it to improve.
Results bands: Early (0+), Developing (40+), Established (70+), Leading (90+). A self-assessment from your own answers: a starting point for a conversation, not an audit, certification or professional advice.
Who it's for
Who uses it
Customer success teams
Find where new customers get stuck in their first weeks.
HR and people teams
Check new hires get a planned, supported start.
Team leads
Review onboarding with someone who joined recently.
Good to know
What to consider
- Answer for one journey at a time: customer onboarding and staff onboarding score differently.
- Ask a recent newcomer to answer too and compare their view with yours.
Questions
About the Onboarding Experience Audit
Does it work for both customer and employee onboarding?
Yes. The questions are about any newcomer's first days and weeks. Name the journey in the box above the questions so the saved Room says which one you scored.
Is this an audit or a certification?
No. It scores your own answers against a written rubric to show where you stand and what to do next. Use it to start a conversation, not as an audit, certification or professional advice.
Make your results now
Free, no sign-up to try. It becomes a Room you can edit, publish and share.
Create my resultsRelated
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