Happy Onboarding
A supplier pack, checked against a checklist
A scripted walk-through with a sample company. The pack is compared with an agreed checklist, items that appear missing, expired or incomplete are flagged, and a follow-up is prepared for a reviewer to approve.
The pack arrives
Reading the pack
Each document is read and matched to the checklist items it relates to.
Checklist result
Each status compares the pack with the checklist. It is prepared for review; a reviewer decides.
Follow-up and review
The supplier message is prepared from the checklist result. A reviewer checks it before anything goes out.
Prepared for review · editable
Items needing internal review are kept off the supplier message.
Reviewer
The follow-up goes to the supplier only after a reviewer approves it.
Needs internal review
What the team sees for this onboarding. Sample data.
Want this set up against your own checklist?
We scope the checklist, documents and review points with your team before anything is built.