Your docs already contain the onboarding plan.
Initium reads your internal documentation, links, and role context — and turns them into a structured, role-specific onboarding plan with specific, executable tasks. Not “review this doc.” Actual tasks.
Built for support leaders, customer success leaders, and operations managers who are done rebuilding onboarding from scratch every time someone new starts.
Marcus Reed
Support Engineer • Starts Monday
Shadow 2 live support tickets and document your observations
Completed · Source: Onboarding Runbook
Identify the 3 escalation triggers from the Tier 2 policy and write them in your own words
Due TodaySource: Escalation Policy (Notion) · Owner: Marcus
Complete Zendesk workflow setup and process your first test ticket end-to-end
Source: Zendesk Setup Guide · Requires tool access
Scattered docs. Generic checklists. Zero consistency.
Most onboarding still relies on a mix of outdated Notion pages, improvised manager judgment, and a checklist that says “review the product” without telling anyone what that actually means.
Docs that nobody reads
Your Notion playbook was written six months ago. Half the links are broken. The rest is out of date. New hires get it on day one and never open it again.
Generic checklists that teach nothing
"Review the product" is not a task. It is a placeholder. Most onboarding checklists tell people what to look at, not what they need to be able to do.
Manager inconsistency
Every manager runs onboarding differently. One hire gets three 1:1s in week one. Another gets a Slack message with a link. Both report to the same company.
Slow ramp, no visibility
"How is onboarding going?" should not be a question you have to ask. Without structure, ramp time stretches and problems surface too late to fix.
Unclear role expectations
New hires spend their first month guessing what success looks like. Nobody told them. The onboarding doc didn't either.
From scattered docs to an execution-ready plan.
Four steps. No templates to fill in. No blank dashboards. Your knowledge drives the output.
Add role and new hire context
Enter the role title, start date, and a brief description of what this person needs to own in 90 days. Paste a job description if you have one — Initium extracts the role expectations automatically.
Under 60 seconds.
Add your docs, links, and tools
Paste URLs from your internal wiki, Notion, or Confluence, or upload a PDF. Initium reads the content and turns the relevant material into specific, grounded tasks — not "review this doc."
Your knowledge, made actionable.
Generate the onboarding plan
A complete, role-specific 30/60/90-day plan is generated — with tasks derived from your actual documentation, sequenced by phase, and mapped to concrete learning outcomes for this exact role.
Role-specific. Source-grounded. Ready to run.
Assign, track, and manage
Tasks are assigned to the new hire and their manager. Everyone sees only what is relevant to them. Managers get a live dashboard across every hire — no check-in meetings required.
Both views. Zero overhead.
The difference between a task list and an onboarding plan that works.
Initium does not give you a blank checklist to fill in. It reads your sources and generates tasks that are specific to the role and grounded in your actual documentation.
Generic checklist
"Review the support documentation"
No outcome. No specifics. No way to know if it happened.
Initium — generated from your Notion doc
"Complete the escalation policy exercise: review the Tier 2 criteria in the support handbook and identify the three conditions that trigger an escalation. Document your answers in the shared onboarding notes."
Same source material. Completely different task. That is what grounded generation means.
Manager writes a new plan from scratch for every hire
Plan is generated from role context and your docs — in under 60 seconds
Same generic checklist for every support, CS, and ops hire
Role-specific tasks — Support Engineer, CSM, Agent, and Ops Analyst each get a different plan
Tasks point to documents. Done means "I opened it."
Tasks are grounded in outcomes. Done means the hire demonstrated the capability.
"How is onboarding going?" is a question you have to ask
Manager dashboard shows every hire's progress in real time, across all active hires
Onboarding plans for the teams that hire fast and need results faster.
Support, customer success, contact center, and operations teams each have different onboarding needs. Initium generates a different plan for each role — because it reads your role context and your documentation.
Turn your escalation policy, Zendesk workflows, and SLA docs into specific agent tasks. Consistent plans for every hire. Faster time-to-first-ticket.
See how it works Customer Success OnboardingOnboard CSMs against your playbooks, product docs, and account handoff processes. Every CSM lands with clarity on their first 90 days.
See how it works Contact Center OnboardingHigh-volume agent cohorts. Changing scripts and processes. Initium keeps plans consistent at scale, no matter how fast you hire.
See how it works Operations OnboardingOps hires need deep process context fast. Initium turns your SOPs and runbooks into structured task sequences with clear ownership.
See how it worksBuilt by operators. Designed for the people who have to make onboarding actually work.
Initium was built from firsthand experience managing support and CS teams at scale. The product reflects how real onboarding works — not the idealized version in the HR playbook.
Specificity over coverage.
One task that tells a new hire exactly what to do is worth more than ten tasks that tell them where to look. Every Initium task is grounded in a source and tied to an outcome.
Built for operators, not HR.
Initium was built by people who have run support and CS teams. The product reflects the reality of high-volume, fast-ramp hiring — not the theory of it.
Your knowledge stays yours.
Your documentation is used to generate tasks grounded in your actual processes. We do not sell your data and we do not use your workspace content to train AI models. See our Privacy Policy for full details.
At $300/month, Initium pays for itself when the first hire ramps one week faster.
30-day free trial. Test it on a real hire. Decide with actual evidence, not projections.
Start Free TrialFrequently asked questions.
How is Initium different from an LMS or a generic onboarding checklist tool?
An LMS delivers training content. A checklist tool gives you a list to fill in. Initium reads your actual documentation and generates specific, executable tasks tied to real learning outcomes. The plan is built from your sources, not from a template.
We already use Notion and Google Docs for onboarding.
Those tools store information. Initium runs the workflow — who does what, by when, and whether it happened. Most teams use both. Initium reads your Notion and Docs pages and turns them into tasks.
What types of documentation can Initium read?
Notion pages, Confluence docs, any URL with readable content, uploaded PDFs, and plain text. If your team has it written down somewhere, Initium can likely work with it.
Does it connect to our HRIS or ATS?
HRIS and ATS sync are on the roadmap. Right now, you create hires directly in Initium — it takes under 60 seconds and triggers plan generation immediately.
We only hire a few people a year. Is it worth it?
If you are onboarding two or more people a year, the planning overhead adds up. The first plan alone typically saves hours of document prep and reduces a manager's coordination overhead significantly.
Is there really a 30-day free trial with no credit card?
Yes. Full access. No credit card required. You can generate a real plan and run a live hire through it before you spend anything.
Stop rebuilding onboarding from scratch.
Add your docs, paste your role context, and Initium generates a complete onboarding plan with specific, executable tasks in under 60 seconds. No templates. No blank screens. Your documentation drives the output.
30-day free trial · No credit card · Cancel anytime
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