Onboarding systems that scale with you
Onboarding systems and optimization for small & mid-sized teams ready to grow with clarity, confidence and intention.
Let me help you transform your onboarding chaos into a well-oiled machine that works for you, not against you
Why Intensives work
Most onboarding efforts fail because they’re pieced together in spare moments, stretched over weeks and never fully implemented. An intensive flips that approach - giving you a focused, dedicated time to dig in, solve problems at the root, and actually get it done.
We’ll work live, side-by-side to unpack what’s not working and start building an onboarding system that does. By the end, you’ll walk away with a clear, custom onboarding process you can use immediately with your next hire.
It’s designed to reduce friction, clarify ownership, and create a smoother onboarding journey for everyone involved. That means less wasted time, fewer missed details, and a faster ramp-up for your new team members.
Here’s the reality: 88% of employees say their onboarding was ineffective (Gallup), and 1 in 3 new hires quit within 90 days (Jobvite/Enboarder). Ineffective onboarding isn’t just frustrating - it’s expensive. Let’s make it work for you.
For teams who have an onboarding process in place - but know it could be better.
01THE ONBOARDING DIAGNOSTIC
This path is for refining, realigning, and re-optimizing what already exists. Ideal if you’ve already onboarded employees but keep running into slow ramp-ups, unclear ownership or inconsistent experiences.
WHAT'S INCLUDED:
Pre-Work + Discovery Audit
30- Minute Prep Call
1.5-Day Live Intensive to:
Audit and map the current onboarding flow
Identify redundancies, bottlenecks, and missed moments
Clarify ownership + communication gaps
Custom Onboarding Optimization Blueprint with:
Gap analysis
Updated journey map
Timeline and role-based recommendations
Success metrics to track
Tools, templates and frameworks to implement
Investment: Starts at $6,500.00 $5,500.00
Based on team size and complexity of onboarding system.
Ideal for teams that are buidling from scratch.
02THE ONBOARDING JOURNEY DESIGN
For teams who don’t yet have the structured onboarding system - and want to build one that’s fully aligned with their goals, culture, and team structure. This path is for visioning and building a fully custom onboarding journey from the ground up.
WHAT'S INCLUDED:
Pre-Work Intake
30-Minute Prep Call
1.5-Day Live Intensive to:
Define onboarding goals + experience outcomes
Map a custom 30-60-90 day journey
Assign internal ownership and communication points
Craft your company’s onboarding tone, flow and key moments
Custom Onboarding Journey Playbook with:
Full onboarding outline by role, team or phase
New hire experience flow
Manager touchpoints
Templates + communication scripts
Suggestions for culture-building and engagement moments
Investment: Starts at $6,500.00 $5,500.00
Based on number of roles and depth of onboarding scope
Outcome Either Way
Whether you’re optimizing what exists or starting from zero, you’ll walk away with onboarding you’re proud of — a clear, role-specific onboarding system that gets new hires engaged, productive, and confident, faster.
“I was immediately put at ease when I first started working with Katelyn. Her calm and steady demeanor and her ability to synthesize all of the moving parts of a project to create a cohesive plan was a lifesaver. Katelyn is always prepared, is extremely detail-oriented and has exceeded expectations in every way.” - Paula O’Loughlin
so are we
a Match?
Yes, if:
✅ You’re hiring your first or second employee — or already have a small/mid-sized team and need onboarding systems.
✅ You want tools that make expectations and responsibilities clear from day one.
✅ You’re tired of winging it and want systems that actually get used.
✅ You value thought partnership — you want a collaborator, not a passive freelancer.
✅ You’re ready to review, give feedback and use what we build.
No, if:
❌ You want someone to build systems without your input or context.
❌ You don’t have the time or desire to stay engaged.
❌ You’re looking for long-term ops support instead of a defined engagement.
❌ You think onboarding is just a feel-good first day and not a retention strategy.
❌ You’re not prepared to invest financially in creating a well-oiled onboarding system.
