Onboarding Checklist
Everything you need to prepare before Week 1.
Before the Program Starts
Complete these items before your first session:
1. Document Collection
Gather these documents in digital format:
| Document Type | Examples | Priority |
|---|---|---|
| Company Overview | About us, mission, values | High |
| Products/Services | Descriptions, pricing, features | High |
| Brand Guidelines | Logo usage, colors, voice | High |
| Marketing Materials | Brochures, emails, social posts | Medium |
| Process Documents | SOPs, checklists, workflows | Medium |
| Sales Materials | Proposals, quotes, contracts | Medium |
| Templates | Reports, emails, forms | Medium |
| FAQs | Customer questions and answers | Medium |
Document Prep Tip
Don't worry if documents aren't perfect. Having something is better than nothing. We'll improve organization during the program.
2. Team Identification
Identify who will participate:
| Role | Involvement | When |
|---|---|---|
| Business Owner | Full program (all 8 weeks) | All sessions |
| Marketing Lead | Week 3 + Week 7 | 2 weeks |
| Operations Lead | Week 4 + Week 7 | 2 weeks |
| Sales Lead | Week 5 + Week 7 | 2 weeks |
| Finance Lead | Week 6 + Week 7 | 2 weeks |
| Other Team Members | Week 7 | 1 week |
3. Schedule Planning
Block time in calendars:
| Time Block | Duration | Frequency |
|---|---|---|
| Live Sessions | 60-90 min | 3x per week |
| Homework | 30-60 min | Daily |
| Office Hours | As needed | Weekly availability |
4. Technical Setup
Ensure you have:
- Computer with modern web browser (Chrome recommended)
- Reliable internet connection
- Video conferencing capability (Zoom)
- Access to business documents (Google Drive, Dropbox, etc.)
Week 1 Preparation
Documents to Have Ready
| Document | Purpose |
|---|---|
| Company description (1-2 pages) | Train AI on who you are |
| Product/service list | Core business knowledge |
| Brand voice guidelines | Consistent AI output |
| Sample customer communications | Style reference |
Questions to Consider
Before your first session, think about:
-
What tasks take the most time?
- List your top 5 repetitive tasks
- Estimate hours spent weekly on each
-
What frustrates your team most?
- Common bottlenecks
- Tasks people avoid
-
What would you automate first?
- Quick wins
- High-impact areas
-
Who needs AI help most?
- Overloaded team members
- High-volume roles
Success Mindset
Come prepared with:
| Mindset | What It Means |
|---|---|
| Curiosity | Open to trying new approaches |
| Patience | First attempts won't be perfect |
| Specificity | Ready to share real business details |
| Commitment | Will complete homework between sessions |
First Session Agenda
What to expect in your first session:
-
Welcome & Overview (15 min)
- Program structure
- What to expect
- How to get support
-
Account Setup (30 min)
- Create your SkaFld Studio account
- Configure basic settings
- Personalization setup
-
Interface Tour (30 min)
- Navigate the platform
- Understand key features
- Try your first conversation
-
Homework Assignment (15 min)
- Tasks for before next session
- Resources provided
- Questions answered
Checklist Summary
Before Day 1, confirm:
- Documents collected and accessible
- Team members identified
- Calendar blocked for sessions
- Technical requirements met
- Top 5 repetitive tasks listed
- Questions/goals written down
- Open mindset ready
Ready to Begin?
Once you've completed this checklist, you're ready for an excellent program experience.