Your onboarding shouldn’t change depending on who’s doing the work. The PDL System creates a consistent, scalable, AI-ready onboarding engine built on three connected layers.
Most companies think of onboarding as a collection of documents, tasks, handoffs, and checklists. But none of that creates consistency, scale, or confidence — especially when your product, team, or clients change.
The PDL Onboarding Engine reframes onboarding entirely. It treats it as a living system — one that captures your expertise, guides your team, supports your clients, and continuously improves itself with every onboarding cycle.
Instead of tribal knowledge, ad-hoc decisions, and “whoever is free” delivery, the engine creates:
In other words: onboarding stops being something your team has to “get through.” It becomes an operational engine that runs, adapts, and grows with your business.
A structured, premium engagement that designs and builds your onboarding engine — and changes how your organization delivers.
Not advisory. Not templates. A complete onboarding system build.
We work directly with your product, implementation, and customer success leaders to define how onboarding really works today, design the future-state engine, and then build the knowledge, AI layer, and OnboardingIQ workflows that make it run.
2–3 weeks
Deep analysis of your current onboarding: workflows, knowledge gaps, friction, delays, risks, and cross-functional inconsistencies.
You receive: diagnostic report, blueprint outline, friction map.
3–4 weeks
Full architectural plan: workflows, timelines, roles, knowledge structure, AI ingestion model, and OnboardingIQ system design.
You receive: onboarding blueprint, system architecture, workflow model.
5–10 weeks
The full onboarding engine: Obsidian knowledge base, AI agents, ingestion pipelines, OnboardingIQ workflows, templates, micro-learning, and all supporting systems.
You receive: complete onboarding engine, ready for rollout.
2–3 weeks
Implementation, training, refinement, change management, and system handoff — ensuring your team delivers confidently from day one.
You receive: full onboarding launch, team training, and final refinements.
At the end of the engagement, you don’t just have documents or slide decks. You have a working onboarding engine that your team can rely on.
Your complete onboarding brain — organized, clean, AI-ready, and fully documented.
Internal and client-facing AI agents customized to your system, updated automatically as processes evolve.
Client journeys, team tasks, timelines, handoffs, alerts, and guidance — all unified in one portal.
Live and recorded sessions to onboard your team, build confidence, and ensure the system works from day one.
The system is designed to update itself as your business evolves — without painful rework projects.
A complete onboarding engine that ensures your organization consistently delivers what was sold — every time.