Implementation BlueprintExecution layer

Client Onboarding Academy Build (10-18 days)

Agencies productize LMS Tools into a fixed-scope onboarding academy that replaces ad hoc client kickoff calls with a tracked, repeatable curriculum. The offer bundles content architecture, platform configuration, and adoption instrumentation so the retainer starts with measurable completion data instead of a shared drive of PDFs. Time: 10-18 days.

By InnovaAI ResearchPublished

LMS Tools

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Blueprint

Client Onboarding Academy Build (10-18 days)

Agencies productize LMS Tools into a fixed-scope onboarding academy that replaces ad hoc client kickoff calls with a tracked, repeatable curriculum. The offer bundles content architecture, platform configuration, and adoption instrumentation so the retainer starts with measurable completion data instead of a shared drive of PDFs.

Prerequisites
  • A signed onboarding scope that names the client-side program owner and the executive sponsor Access to the client's existing onboarding assets (recorded calls, decks, SOP documents) in one exportable folder Agreed completion metric, such as 90% of new hires finishing module one within five business days Platform decision locked before day one, whether that is an enterprise suite or a lighter portal-based system Written data handling note covering learner records, since governance and security teams often operate without a shared working model
Execution Timeline
  • 1.Inventory every existing onboarding asset and tag each by audience and lifecycle stage
  • 2.Interview the client's hiring manager and two recent hires about where onboarding stalls
  • 3.Confirm the completion metric and the reporting cadence the client will actually review
  • 1.Map the curriculum into three tiers: pre-start, week one, and first 90 days
  • 2.Cut assets that duplicate each other and flag gaps that need new recording
  • 3.Assign an owner and a due date to every gap item
  • 1.Configure the chosen platform's tenant structure and learner groups
  • 2.Set enrollment rules so new hires are auto-assigned by role and start date
  • 3.Connect the platform to the client's identity provider or HR system for roster sync
  • 1.Build module one end to end as the reference pattern for the rest of the curriculum
  • 2.Apply the client's brand assets, fonts, and completion certificate template
  • 3.Test the module on two devices and one mobile browser
  • 1.Produce the remaining modules using the day four pattern
  • 2.Insert one knowledge check per module with a passing threshold
  • 3.Add a short feedback prompt at the end of each module
  • 1.Draft the manager-facing guide covering assignment, nudges, and escalation
  • 2.Write the new hire welcome message and the day one calendar invite copy
  • 3.Prepare a one-page FAQ for the client's internal help desk
  • 1.Run a pilot cohort of three to five learners through the full path
  • 2.Log every point where a learner pauses, backtracks, or asks for help
  • 3.Capture completion times per module against the original estimate
  • 1.Revise modules flagged in the pilot and shorten anything over 12 minutes
  • 2.Fix enrollment rules that mis-assigned pilot learners
  • 3.Re-test the certificate and completion triggers
  • 1.Configure the reporting dashboard the client will see each month
  • 2.Set up automated reminders at 48 hours and 5 days of inactivity
  • 3.Define the escalation path when a learner misses a compliance deadline
  • 1.Train the client's program owner in a 60 minute live session
  • 2.Record that session and publish it as an internal admin module
  • 3.Hand over the manager guide and the FAQ
  • 1.Launch to the full incoming cohort
  • 2.Monitor the first 72 hours of completion data daily
  • 3.Resolve access and enrollment tickets within one business day
  • 1.Deliver the first completion report with per-module drop-off
  • 2.Recommend two content changes based on the first cohort's data
  • 3.Agree the ongoing maintenance cadence and its retainer line item
$6,000-$18,000 setup plus $600-$2,500/mo platform and maintenance retainer10-18 days
ROI Logic

The build is priced against the client's cost of a slow ramp: a 30 day reduction in time-to-productivity across a 20 person hiring year typically clears six figures in recovered billable capacity. Because the curriculum architecture is reusable, the second and third client academies in the same vertical take roughly 40% of the hours, which is where the agency margin lives. The monthly retainer attaches to reporting and content refresh rather than seat licenses, so it survives platform swaps.

Deliverables
  • A three-tier onboarding curriculum map with owners and due dates per asset A configured learning environment with role-based enrollment and roster sync A manager-facing assignment and escalation guide A monthly completion and drop-off report template wired to live data A recorded admin training module for the client's program owner
Definition of Done

The client's next incoming cohort completes module one through the platform with tracked completion data visible in the client's own dashboard, and the program owner has run one enrollment cycle without agency assistance.

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