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Demo onboarding checklist

A sample onboarding checklist for the demo portal — adapt the steps to whatever your real process looks like.

Updated June 15, 2026

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The demo orientation tour
A two-minute tour of how this sample training portal is organized — topics, videos, and guides.

Before day one

  • Send the welcome email with start time, location, and a first-day contact.
  • Confirm accounts and equipment are requested.
  • Share the team’s working norms and the first-week schedule.

Week one

  • Day 1: orientation, accounts, a friendly lunch.
  • Day 2–3: shadow a teammate, set up tools.
  • Day 4–5: first small task, end-of-week check-in.

This is sample content for the demo tenant and intentionally industry-neutral.