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Team Member Onboarding Form

Welcome to the team! To help you get set up smoothly, please take a moment to carefully complete the form linked below. Each section is important for ensuring you have the right access, responsibilities, and understanding of how we work together.

As you go through it, please only check a box once you've actually completed that step or received access. If you run into any issues or notice something missing, don’t hesitate to reach out - just send us an email and we’ll be happy to help you get it sorted.


Section 1: Identity & Legal

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Preferred Name (if different from legal):

Phone Number

Pronouns (optional):

Emergency contact name and phone/email (optional but recommended):


Section 2: Role, Schedule, & Commitment

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What are your working hours in Eastern Time (ET)?

In your own words, what do you understand your core responsibilities to be in this role?


Section 3: Access, Tools, & Security

Tools Setup:

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Security Practices:


Section 4: Communication & Collaboration

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I understand that:
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Section 5: Reporting & Workflow

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- Today's work
- Tomorrow's plan. - Any blockers
- Links to completed work
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- Summary of the week’s work
- Links to all deliverables
- Pending tasks
- Next week's plan

Section 6: Alignment & Growth

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What is most important to you in this role?

How can we best support you to be successful here?

What are your goals for the next 3–6 months?

Where would you like to be professionally in 1 year?

Where would you like to be professionally in 3 years?

What’s one thing you accomplished in a past role that you’re really proud of?


Section 7: Reference Check

Please provide a reference we can contact. Ideally your last employer or the one before that, someone who directly managed you (e.g. manager, founder, CEO).

Reference Name

Role/Company:

Email Address:

Phone Number or LinkedIn profile: