The CLO On-Demand Starter Kit

 

 

5 Essential Learning Systems Every Startup Needs by Series A

Welcome!

This starter kit is designed for founders, operators, and team leads who are scaling fast — and feeling the strain of training that doesn’t scale.

These are the 5 foundational learning systems I help early-stage orgs build — and the exact ones I’d focus on first as your CLO On-Demand.

01

New Hire Onboarding Flow

  • Goal:  Get new hires productive in < 10 Days
  • Includes: Role-specific onboarding templates, tech stack guides, 30-60-90 goals
  • Common Pitfalls:  No ownership, outdated docs, tribal knowledge
  • Quick Tip:  Centralize your checklists to track onboarding, with links to training, videos, and so on for one-stop shop management.  
Download the 30-60-90 Day Onboarding Template!

02

Internal Knowledge Hub

  • Goal: Centralize everything so your team stops asking “where’s the doc for…?”
  • Includes: SOPs, team charters, product FAQs, tribal knowledge
  • Tools:  Confluence, Highspot, LMS documentation
  • Pro Tip:  Start with a “Start Here” section and organize by function
Download the Team Wiki Starter Template

03

Customer Education / Enablement

  • Goal: Reduce support tickets + improve onboarding = faster time-to-value
  • Includes: Walkthrough videos, how-to guides, in-app tips, learning paths
  • MVP Tip:  Start with a 3-video “Essentials” series + support doc
Download a sample Customer Journey Map

04

Train-The-TRAIner System

  • Goal:  Make training repeatable, even if you’re not the one doing it
  • Includes: Internal facilitator guides, checklists, recorded demos
  • Tip:  Record your onboarding once, then let others build from it
Download a sample Train-The-Trainer Checklist

05

Inclusive & Neurodivergent-Friendly Learning

  • Goal:  Support all the brains on your team
  • Includes: Structured learning flows, captioned videos, multiple content formats
  • Quick Wins: Chunk content, offer transcripts, allow self-paced review
  • Bonus: Include sensory/environmental considerations for in-person onboarding
Download the Neuroinclusive Design Tips Checklist 

Intrigued?


Need help building any of these systems?  I offer a free 30-minute strategy call to help you prioritize and assess your biggest learning gaps.  

 

Book a Strategy Call with Jeremy