Guide
Customer Onboarding Procedure
A future procedure for welcome information, training details, HRDC support and customer follow up.
Onboarding
Suggested content
Welcome Pack
What information customers should receive after confirmation.
HRDC Support
What information is needed for grant application and approval code tracking.
Training Readiness
How Sales, Admin and Training coordinate before delivery.
Final Takeaway
Use this page as a practical starting point. As the team learns more, convert the learning into clearer standards, checklists, templates or playbooks.