A pre-start checklist (welcome email, accounts, equipment, calendar, buddy, workspace setup), a Day 1 schedule by the hour, a Week 1 checklist, goals for 30, 60, and 90 days, a key contacts table, and a table of tools the new hire needs access to.

Does it change by role?

Yes. The tools, reading list, first tasks, and goals follow the role you give. An engineer's first week looks different from a salesperson's.

How is this different from the AI Checklist Generator?

The checklist generator makes a printable PDF checklist for any event or process. This tool builds a plan for one person joining one team, with a dated schedule, goals, and contacts, and returns it as text in the chat.

It does not create accounts, send the welcome email, or book meetings. It writes the plan for the manager and HR to run, as text in the chat.

AI Onboarding Plan Generator

Tell askROI who is starting, in what role, and when. Get an onboarding plan in the chat with a pre-start checklist, a Day 1 schedule, Week 1 tasks, and 30, 60, and 90 day goals.

Build

team

Tap a field to fill it in

Nothing sends until you start, and you can change anything afterwards.

What you get

Text in the chatCopy it wherever you need it. Keep chatting to adjust the tone, length, or wording.

How it works

Give the new hire's name, role, team, start date, and manager, plus the tools the role uses if you know them.
askROI's Plan a new hire's first 90 days tool writes the plan in the chat: a pre-start checklist, an hour by hour Day 1 schedule, a Week 1 checklist, 30, 60, and 90 day goals, key contacts, and a tools access table.
Copy the plan into your onboarding doc or task tracker, or keep chatting to adjust the schedule, goals, or buddy.

What people use it for

Before Day 1line up accounts, equipment, calendar invites, and an onboarding buddy ahead of the start date.
First daygive the new hire a clear schedule focused on setup and meeting the team, not deep work.
First 90 daysset goals the manager and new hire can check in against at 30, 60, and 90 days.
Role-specific startstailor the documentation, tools, and first tasks to what the role actually uses.

Questions

What is in the plan?: A pre-start checklist (welcome email, accounts, equipment, calendar, buddy, workspace setup), a Day 1 schedule by the hour, a Week 1 checklist, goals for 30, 60, and 90 days, a key contacts table, and a table of tools the new hire needs access to.
Does it change by role?: Yes. The tools, reading list, first tasks, and goals follow the role you give. An engineer's first week looks different from a salesperson's.
How is this different from the AI Checklist Generator?: The checklist generator makes a printable PDF checklist for any event or process. This tool builds a plan for one person joining one team, with a dated schedule, goals, and contacts, and returns it as text in the chat.
What does it not do?: It does not create accounts, send the welcome email, or book meetings. It writes the plan for the manager and HR to run, as text in the chat.