Ten templates. Five subject roles. Two directions.
Every template ships with rich, opinionated step instructions written by operators who have done this before. Edit any of them, or start from scratch.
👋 Onboarding
Welcome new clients, hires, contractors, vendors, and AI agents the right way.
Client Onboarding (Generic)
Welcome email → intake form → kickoff call → internal prep → "we are underway". Five-step kickoff for any client.
W2 Employee Onboarding
Offer accept → I-9/W-4 → direct deposit + benefits → SaaS provisioning → equipment ship → first-day plan → day-30 check-in.
1099 Contractor Onboarding
W-9 → MSA + SOW signed → COI verified → minimum-needed account access → kickoff + first deliverable check-in.
Third-Party Vendor Onboarding
NDA → SOW → COI verification → payment setup → primary-contact map → kickoff + first milestone.
AI Agent Onboarding
Identity + persona → API keys → tool scope → budget + monitoring → test suite → sandbox soak → approval → graduated rollout.
👋 Offboarding
Wind down cleanly. Revoke access, return assets, capture references, document what worked.
Client Offboarding
Confirm scope closed → final delivery package → transfer or revoke shared accounts → pause billing → testimonial ask → internal post-mortem.
W2 Employee Offboarding
Last day confirmed → knowledge transfer → exit interview → asset return → access revocation plan → final pay → COBRA notice → reference policy → run revocation.
1099 Contractor Offboarding
Scope acceptance → final invoice paid → 1099 handoff → access revocation → asset return → future-work rating.
Third-Party Vendor Offboarding
Scope sign-off → final invoice paid → data deletion request → access revocation → vendor scorecard.
AI Agent Offboarding
Decision + comms → pause new traffic → revoke keys + integrations → archive memory → final cost reconciliation → audit log export → transition plan.