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July 30, 2025 18 mins
🎙 In this episode, I dive into the often chaotic experience of onboarding new team members and share the advanced onboarding process I've developed over the years.  I reflect on my journey from a disorganised onboarding approach to a streamlined, documented process that ensures new hires have everything they need from day one.  Join me as I walk you through the steps to make your onboarding experience smooth and effective, ultimately leading to a more engaged and productive team. KEY TAKEAWAYS 💡 Advanced Onboarding Process: Developing a structured onboarding process with over 40 individual tasks can significantly streamline the integration of new team members, reducing stress for both the new hire and existing staff. 💡 Pre-Hiring Preparation: Start preparing for a new hire before the recruitment process begins by documenting necessary access, software licenses, and permissions. This proactive approach helps ensure a smoother onboarding experience. 💡 Standardisation and Flexibility: Creating a standardised onboarding process allows for consistency across different roles while still being flexible enough to accommodate specific needs for each position. 💡 Documentation is Key: Keeping detailed records of access log sheets and onboarding procedures enables team members to handle the onboarding process independently. 💡 Seamless Experience for New Hires: Ensuring that new employees have all the necessary tools, access, and training from day one fosters a positive impression of the company, increasing the likelihood of long-term retention.  BEST MOMENTS 00:01 - 💬 “When us small business owners decide to hire a new person for our team, it's typically because we're at capacity or over capacity.” 00:59 - 💬 “Our Advanced Onboarding is a process I developed since day one of my business, and I'm continually iteratively improving it. It's how we've just onboarded our latest team member. And despite us not having an operations manager at the moment, our team was able to pull together and complete all the activities in time for this person to start work.” 08:44 - 💬 “By having that time before we start hiring and start thinking about this stuff, it means that we're preparing ahead of schedule." 10:46 - 💬 “If we can get that feeling inside of us from day one, the chance of them actually sticking around is going to be far higher, and that for you as a business owner is absolutely priceless.” 14:19 - 💬 “The key to making this work seamlessly is understanding how all of your apps integrate together, how each of those needs to be set up, when they need to be set up, how to train people on doing them.” VALUABLE RESOURCES Systemize Your Success Academy: https://join.sys.academy/ LINKS TO CONNECT WITH THE HOST Podcast: https://www.systemizeyoursuccess.com Website: https://systemsandoutsourcing.com/ Facebook Group: https://facebook.com/groups/systemsandoutsourcing/ LinkedIn: https://linkedin.com/company/systemsandoutsourcing/ Instagram: https://instagram.com/systems_and_outsourcing/ YouTube: https://youtube.com/@drsteveday42 TikTok: https://www.tiktok.com/@drsteveday42 ABOUT THE HOST Steve moved to Sweden in 2015 and transformed how he ran his businesses—switching to a fully remote model. A former NHS doctor, with a background in computing and property investing, he now helps overwhelmed business owners systemise and outsource effectively. Through his courses and coaching, Steve teaches how to automate operations and work with affordable virtual assistants, freeing up time and increasing profits. He runs his UK-based businesses remotely with support from a team of UK and Filipino VAs, and is passionate about helping others build scalable, stress-free companies using smart systems and virtual support.
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