Onboarding Checklist

This Notion template is a comprehensive on-boarding checklist to make sure that your new hire has access to all tools, is set up with all HR requirements, has a comprehensive offer, and more.

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Click the button to open the template, and then duplicate it into your Notion workspace.

🤔 This is a template you can duplicate into your own workspace for everything you might need to onboard a teammate. To use it, click “Duplicate” in the top right-hand corner.

I hope this helps you out!

-Regina

P.S. We also have an offboarding checklist, which you can check out here!

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I take on a small number of new clients each month and frequently have a waiting list. To see if we’re a good fit, please get in touch and I’ll reach out with next steps.

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Who’s Regina Gerbeaux?

Founder and operator, turned executive coach.

I was the first Chief of Staff and COO to Matt Mochary, coach to the CEOs at OpenAI, Scale AI, Flexport, Coinbase, Reddit, and more. My operational write-ups are featured in the Mochary Method Curriculum as key resources for every founder ready to scale their company, and used by hundreds of fast-scaling companies.

I work with the Top 1% of Leaders. When we work together, you stop flying blind. Every problem you bring to the table, I pattern-match against decisions I’ve seen decacorn companies make behind closed doors—so you avoid the mistakes they’ve already made. If you’ve ever wished there was a Stack Overflow for scaling company challenges, it exists. It lives in my brain.

Not only will you have the information to make smart decisions, but I’ll also help you understand the psychology behind everyone you work with. Whether it's your leadership team, customers, or board, you’ll become a master communicator, able to bring people into your corner and win.