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Tools & Templates

Post-Offer Care Checklist

The post-offer care checklist is a practical tool that helps you navigate the crucial period between acceptance and the start date. This checklist is your compass for preventing candidate dropouts and countering counteroffers.

The journey from acceptance to the first day is crucial, and our post-offer care checklist is designed to guide you through this period with precision and care.

 1. Welcome Communication:

  • Send a warm welcome email to express your excitement about their upcoming journey.
  • Introduce key team members and provide contact details for any questions.

2. Onboarding Details:

  • Provide a comprehensive onboarding package detailing the first week’s schedule, training sessions, and any preparation needed.
  • Clarify remote onboarding procedures if applicable.

3. Regular Updates:

  • Regularly touch base with the candidate, sharing news about the company’s recent achievements, projects, or milestones.
  • Keep them informed about any changes or developments that might affect their role or responsibilities.

4. Preparing for Success:

  •  Ensure their workspace or equipment is ready and functional for their first day.
  •  Set up introductory meetings with team members they will collaborate with closely.

5. Addressing Concerns:

  • Keep an open line of communication for any concerns or questions they might have.
  • Address any potential challenges or uncertainties they may encounter during their transition.

6. Counteroffer Prevention:

  • Share the unique value proposition of your FinTech, reaffirming the reasons they chose to join.
  • Emphasize the growth opportunities, projects, and impact they will be a part of.

7. Personal Touch:

  • Send occasional messages or notes to check in on their excitement and answer any queries.
  • Share insights about your FinTech’s culture and values to deepen their sense of connection.

The post-offer care checklist isn’t just about logistics; it’s about nurturing a positive candidate experience that extends from acceptance to their first day. This process demonstrates your commitment, establishes trust, and reaffirms their decision to be a part of our journey.

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