🧨 Everything to know about everboarding

This week’s must-reads:

• Offboarding done right = doors left open.
• The secret sauce to keeping your best people.
• Instant test drive of 380+ ready-to-go courses.
• A 3.5x engagement boost is two tweaks away.

TEMPLATE OF THE WEEK

Template of the week: Client Offboarding Process

Sometimes, things just don’t work out — and when it’s time to part ways, you want to get it right (because bad breakups are bad for business). Nail the offboarding process and you might just turn an ending into a future customer. Here’s how to part ways on a high note (and leave the door open for the future):

• ❌ No documentation = it didn’t happen. Start with an email to get everything on record, then follow up with a call or meeting. Solid documentation keeps your business safe and everything crystal clear.
• 🧶 Untangle things the right way. Offboarding isn’t just a “see ya!” — it’s handling access, payments, and privacy concerns. Be clear, set expectations, and protect their data. (Don’t worry, we’ve got you covered).
• 💜 Leave the door open. Once everything’s wrapped, highlight the positives from your time together and offer genuine thanks. People remember recency more than you think — make a good last impression.

👉 Offboarding a client? Let’s make sure you get it right. Grab our Client Offboarding Process Template to protect your business, maintain relationships, and leave the door open for future opportunities!

Check out our entire template archive of free and customizable policy, process, and role starters. New to Trainual? Get a demo.

THE STORY CONTINUES

Onboarding is just the beginning

Training doesn’t end after onboarding. With 92% of workers more likely to stay when ongoing training is prioritized, thinking it does is crazy. The real magic? Everboarding — training that keeps your team sharp, motivated, and ready to grow.

Here’s how to make it happen:

• Centralize content. Create a hub for all your training materials — courses, videos, guides — so your team can find what they need anytime.
• Personalize paths. Tailor learning to what matters most for your team — more relevance = more investment. Imagine the growth if learning went beyond the first 90 days (spoiler alert… it can 👀).
• Incentivize learning. Certifications, shoutouts, fun perks — offer rewards for completing training. People love incentives!
• Less policy, more modeling. Show the team you’re committed to growth. Attend workshops, share resources, and make learning part of your leadership style. When you level up, they will too.

If you’re not everboarding, you’re just bored-forever-ing. And that means your team may be stalling out or out the door.

TRAINUAL TIPS & TRICKS

This training is built out for you and ready to share. Want a peek?

‍Wait… it’s 100% built and 100% previewable?

That’s right. We’ll see your Trainer of the Year award and raise you 380+ fully-built premium courses — covering HR, compliance, and employee development. Now, you can click through any course exactly as your team would — so you know exactly what you’re assigning before you add it to your account and hit “Share.”

What kinds of courses are we talking about?

From legally required compliance training to professional growth essentials, these courses help you train smarter, stay protected, and keep your team sharp (all without starting from scratch!). And they’re created by HR, industry, and legal experts to exceed federal and state standards —  so you can sleep well at night knowing your team (and your company) are covered.

Let's take a peek!

Ready to take a peek inside that premium course you’ve been eyeing? Head to the Marketplace on the left menu > select Courses and templates > click any course > and hit “Preview course” on the top right.

Here are some fan favorites:

• 🦺 [New!] Intro to OSHA
• 💻 Cybersecurity
• 🛡️ Active Shooter Response
• 💪 Handling Difficult Customers
• 🗣️ Conflict Resolution
• 🚒 Fire Safety
• 👂 Active Listening Skills
• ⚖️ Conflicts of Interest
• 🦠 Bloodborne Pathogens
• 🚫 Harassment Prevention

Get unlimited access to premium courses starting at $104/mo.

👉 See course previewing in action.

THE ONE-TWO PUNCH

How to build a team that actually feels like a team

A connected team isn’t just happier — it’s 3.5x more likely to be engaged and productive. But only 30% of employees say they feel deeply connected at work.

The fix? Connection + competence = the secret sauce to trust, respect, and a team that actually clicks. Helping you show you care while delivering results. Here’s how:

Boost connection:

• Tune into the tiny. Ask about your team, know their dog's name, and show you care beyond just work. Bonus points for remembering birthdays! 🎉
• Facilitate the culture. Be the first to engage and encourage. The more you show interest in your team beyond work, the more they’ll reciprocate, creating a genuine team culture.

Dial up competence:

• Be ridiculously reliable. Employees rank reliability as a top trait they value in their team. Follow through on what you say, meet deadlines, and be someone people can count on.
• Keep learning. Share what you learn, encourage skill development, and make knowledge accessible (and hey, maybe document it in Trainual while you’re at it 😉).

A truly connected team isn’t just happier — it’s collaborative, more productive, and built to win.