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Onboarding Feedback

An internal form for our onboarding leads. Tell us how you actually run a client onboarding today, where the time goes, and where Claude or better tooling could speed you up. This directly shapes the Claude training and the tools we build for the team. About 10 to 15 minutes, answer what's relevant.

Internal ~10-15 min Shapes training + tooling

Be candid. We're mapping what onboarding leads really do so we can take the repetitive parts off your plate and tailor a Claude training session to where it'll actually help.

Bold = a question for you Leave anything blank if it doesn't apply
0

About you

So we know whose feedback this is and can tag you in #intake.
1

Your onboarding flow

The shape of a typical client onboarding, in your own words.
Rough is fine, e.g. "kickoff, requirements gathering, mapping call, build, workshops, go-live."
CRM, mapping/diagramming, docs, project management, etc.
2

Mapping & process design

How you turn a mapping call into process and lifecycle maps.
Your steps from the mapping call to a finished diagram.
e.g. Whimsical, Miro, Lucidchart, FigJam, slides.
3

Workshops

How you plan and run the workshop series.
4

Time & pain points

Where the hours and friction actually go.
5

Where Claude could help

Be ambitious. What would you hand to an AI if you could?
6

Training needs

What would make the session worth your time.
7

Anything else

Ideas, frustrations, wishlist, all welcome.

Send your feedback

What happens next:

  1. We compile everyone's input across the leads
  2. We use it to shape the Claude training session and the tooling we build
  3. We'll share back what we're prioritising
Thanks for taking the time.
Sector Labs

Thank you

Your feedback is in and it directly shapes the Claude training and tooling we build for the team. Questions? Ping prash@sectorgrowth.com.