Using PostSheet to Send Custom Onboarding Packs for Clients or Employees

The first impression isn’t just a moment — it’s a system.

Whether you’re onboarding new clients, employees, contractors, or partners, a great onboarding pack sets the tone: organized, professional, and personalized.

But assembling and sending onboarding materials manually? That’s a huge time sink.

With Google Sheets + PostSheet, you can send custom onboarding packs in minutes — complete with tailored resources, links, instructions, and checklists for every recipient.

Let’s break down how to build an onboarding experience people actually remember (in a good way).

✨ Why Personalized Onboarding Packs Make a Difference

✅ Reduce confusion
✅ Accelerate time to value
✅ Prevent “Where do I find that?” questions
✅ Show that you’re organized and intentional
✅ Start the relationship with trust

Whether someone just signed a deal or accepted a job offer — a tailored onboarding pack shows you care and have your act together.

📋 Step 1: Build Your Onboarding Tracker in Google Sheets

Here’s a simple format that scales for clients, employees, or contractors:

NameEmailRole / Client TypeStart DateOnboarding Doc LinkKey Links or ResourcesCustom Welcome MessagePoint of Contact
Jamie Wongjamie@email.comNew Client – Pro2025-05-06link.com/jamie-welcomelink.com/client-portalExcited to kick off onboardingTaylor Brooks
Alex Riveraalex@email.comNew Hire – Engineer2025-05-08link.com/alex-packlink.com/eng-wikiWelcome to Team Infra!Jordan Lee

Optional fields: location, department, assigned mentor/CSM, account type, timezone

📝 Step 2: Create a Personalized Welcome Email in PostSheet

This is where you turn “template” into “wow, that felt personal.”

Example:

css

Copy

Subject: Welcome! Your onboarding pack is ready 🎉

Hi {{Name}},

Welcome aboard! We’re so excited to get started with you as a **{{Role / Client Type}}**.  

To help you hit the ground running, we’ve prepared a custom onboarding pack:

📄 Your onboarding doc: {{Onboarding Doc Link}}  

🔗 Key resources: {{Key Links or Resources}}

{{#Custom Welcome Message}}  

{{Custom Welcome Message}}  

{{/Custom Welcome Message}}

Your main point of contact is {{Point of Contact}}, who’ll be checking in shortly.

Let us know if you need anything — we’re here to help!

– [Your Team]

It feels hand-written, but it’s sent at scale.

🚀 Step 3: Send in Seconds with PostSheet

Once your spreadsheet is ready:

  1. Connect to PostSheet
  2. Map your merge fields
  3. Preview every message (edit if needed)
  4. Send now or schedule for day-of onboarding
  5. Log status in a “Sent” column to track delivery

Want to attach files like PDFs or playbooks? You can do that too.

🔁 Bonus: Use It for Follow-Up Sequences

After the initial onboarding, use the same sheet to schedule:

  • Day 3: “Any questions so far?”
  • Week 1: “Let’s check in”
  • Week 2: Resource refresh or how-to doc
  • Day 30: “Let’s debrief”

Just add a “Stage” column and filter for the right follow-up group.

🧠 Use Cases for Custom Onboarding Packs

  • 🧑‍💻 New hire welcome kits (HR, IT, training docs)
  • 🤝 Client onboarding (project plans, next steps)
  • 🛠️ Contractor start-up packs (access, systems, SOPs)
  • 🧑‍🏫 Student onboarding (courses, calendars, intro videos)
  • 🌐 Community or membership programs
  • 🧾 Freelancer onboarding (contracts, briefs, timelines)

Wherever people are starting something new — PostSheet helps you welcome them right.

✅ Why PostSheet Makes Onboarding Better

ChallengePostSheet Solution
Manually writing welcome emails✅ Bulk send, fully personalized
Different docs for different roles✅ Use merge fields to tailor links
Forgetting to follow up✅ Add reminders or schedule sequences
No single source of truth✅ Manage it all in Google Sheets
Lacking that “wow” first impression✅ Custom messages + polished delivery

Better onboarding → better retention, better productivity, better relationships.

💬 Final Thoughts: Start Strong. Stay Consistent.

Your onboarding doesn’t need to be fancy. It just needs to be personal, clear, and consistent.

With PostSheet, you can send a customized onboarding experience in minutes — not hours — and make people feel like you built it just for them.

Try it free →
Send your first onboarding packs with PostSheet

←
→

Leave a comment