Employee Onboarding Checklist Template

Helix Software

New Hire Onboarding

Welcome to the team

Your First
30 Days.

A complete guide to your first month at Helix — what to do, who to meet, and how to know you're succeeding.

Role Content Marketing Manager

Manager Sarah K., VP Marketing

Start Date May 4, 2026

Department Marketing

Before Day 1

Week 1

Weeks 2–4

Success Milestones

Welcome to Helix

Before You Start

Hey — we're genuinely excited you're joining. The Marketing team is small (5 people), moves fast, and has real ownership over how Helix tells its story. Your work will matter from Day 1.

This checklist is your guide for the first 30 days. It's not a rigid script — it's a starting point. If you finish something early, great. If something takes longer, that's okay too. Talk to Sarah. The goal is that by the end of week four, you know what's working, you've shipped something, and you have a clear picture of what you want to build in the next 60 days.

Before Day 1 — IT Will Send You

You should receive invitations to all of the below before your start date. If anything is missing by May 2, email ops@helixsoftware.io.

Google Workspace (Gmail + Drive)

Slack Workspace

Notion (Company Wiki + Marketing)

1Password (Password Manager)

Figma (View Access)

HubSpot (Marketing CRM)

Before Day 1 — You Should

• Accept all tool invitations and set up 1Password
  Create a strong master password. Store it somewhere offline as backup.
  Action
• Read "About Helix" in the company Notion wiki
  ~20 minutes. Gets you the basics before Day 1 conversations.
  Read
• Confirm your start time with Sarah (sarah.k@helixsoftware.io)
  Default is 9:30am ET on May 4. Confirm at least 2 days before.
  Action

Week 1 Checklist

Days 1–5

Day 1

• 30-min IT setup call — get all tools confirmed, Zoom working, Slack profile set up with photo
  Action
• Meet your manager Sarah K. — 60-min welcome conversation
  Talk through your onboarding plan, ask questions, establish communication norms.
  Meet
• Virtual orientation / office tour via Zoom with the full Marketing team
  Meet
• Read the company wiki — "How We Work" section + Marketing team space
  Read

Days 1–3 · Schedule These 1:1s

• Tom — Head of Content
  Content strategy, current priorities, editorial process
  30 min
• Priya — SEO Lead
  Organic strategy, keyword priorities, current content gaps
  30 min
• Dev — Demand Gen Manager
  Paid channels, conversion goals, how content feeds into demand gen
  30 min
• Marcus — CS Lead
  Customer language, common objections, expansion story
  30 min
• Rachel — Product Marketing
  Positioning, messaging framework, launch cadence
  30 min

By End of Week 1 · Read & Review

• Read the last 6 months of published blog posts (all of them)
  Note: tone, topics, what's working, what feels off. You'll need this perspective in Week 2.
  Read
• Audit the current content calendar — what's planned, what's overdue, what's missing
  Audit
• Read the ICP document and messaging guide (in Notion → Marketing → Strategy)
  Read
• Read the last 3 campaign performance reports (Notion → Marketing → Reports)
  Read

Weeks 2–4

Deepen & Begin Contributing

• Shadow at least 2 customer calls (with CS team)
  Listen for how customers describe the problem Helix solves — in their words, not ours. Take notes.
  Shadow
• Attend the weekly content planning meeting
  Week 2: observe. Week 3: contribute. Week 4: start to shape the agenda.
  Attend
• Draft your first piece of content (low-stakes — your choice of format)
  This is for feedback, not publication. The goal is to see how you think and write, not to get it perfect.
  Draft
• Set your 30/60/90 day goals with Sarah
  Come to this meeting with a draft. Sarah will collaborate, not hand you a list.
  Meet
• Complete the async Company Values Workshop (Notion → People → Onboarding)
  ~1 hour. Optional but strongly encouraged — it's actually good.
  Async

By End of Week 4 — You Should Know

Must Know 01

Our 3 ICPs by name, job title, and primary pain point — without looking it up

Must Know 02

The top 5 performing content pieces and why they performed — based on actual data

Must Know 03

Who owns what in Marketing, and who to loop in for which decisions

Key People & Tools

Reference

Your Team at a Glance

Name	Role	Slack Handle	Go to for...
Sarah K.	VP Marketing	@sarah.k	Decisions, strategy, escalations, your manager
Tom	Head of Content	@tom.h	Editorial, writing feedback, publishing workflow
Priya	SEO Lead	@priya.s	Keywords, ranking, on-page optimization
Dev	Demand Gen	@dev.m	Paid, email, conversion optimization
Rachel	Product Marketing	@rachel.t	Positioning, launches, competitive intel
Marcus	CS Lead	@marcus.w	Customer stories, renewal signals, feedback

Tools & Access Status

G

Google Workspace

Email, Docs, Drive, Calendar

IT Sends

S

Slack

Async comms. Main: #marketing, #content

IT Sends

N

Notion

Docs, wiki, content calendar, OKRs

IT Sends

H

HubSpot

CRM, email marketing, campaign tracking

IT Sends

F

Figma

Design assets (view access only to start)

IT Sends

1P

1Password

Shared team credentials. Set up Day 1.

IT Sends

Frequently Asked First-Week Questions

QWhat if I have a question and don't know who to ask?

Post in #marketing on Slack or message Sarah directly. There are no dumb questions in week one — there are only answers that save you time.

QDo I need to be at my desk during core hours?

Core hours are 10am–3pm in your time zone. Be responsive on Slack during that window. Outside of that, structure your day however you work best.

QWhen do I get access to everything I need?

Most tool access comes via IT before Day 1. Some permissions (like HubSpot report access) are added by the team in week 1. Flag anything missing to @it-help in Slack.

QIs it okay to ask clarifying questions in meetings?

Yes — always. You're new. Clarity beats assumptions. Most meetings go better when someone asks the obvious question.

QWhat does success look like at the end of month one?

You know your team, you know the product and the ICPs, you've shipped one piece of content (even if small), and you have a 30/60/90 plan drafted. That's a strong month one.