Episode 243: Automate Onboarding for Staff and Volunteers (So No One Feels Lost on Day One)
Do you remember your first day at a new job? That awkward moment when you’re trying to look confident, but secretly wondering where to sit, what to do, and who to ask for help?Now imagine that feeling inside a nonprofit — smaller teams, looser stru...
Million Dollar Nonprofit · Tom Kelly
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Show Notes
Do you remember your first day at a new job? That awkward moment when you’re trying to look confident, but secretly wondering where to sit, what to do, and who to ask for help?
Now imagine that feeling inside a nonprofit — smaller teams, looser structure, volunteers showing up with zero context. That’s how confusion turns into chaos, new hires burn out, and volunteers disappear after one shift.
In this episode of The Million Dollar Nonprofit, Tom Kelly breaks down how to automate your entire onboarding process for staff and volunteers, so every new person feels supported, confident, and excited from day one — without adding more work to your plate.
Using the framework Welcome. Walkthrough. Workflow., you’ll learn how to:
- Welcome new staff and volunteers with automated emails, texts, and first-touch messages
- Walkthrough your mission, culture, tools, and expectations using AI-generated onboarding guides and training modules
- Workflow the entire onboarding process so tasks, reminders, check-ins, and goals run automatically
Tom shows how to use ChatGPT to write welcome sequences, orientation guides, training modules, checklists, reminders, and surveys — then connect everything with tools like Zapier, GoHighLevel, ClickUp, Google Classroom, or Google Sheets.