Your consultation is the first step toward a custom-fit onboarding solution that transforms how your team works.
The TeamBotics Discovery Approach
Initial Consultation
We start by understanding your organization's structure, team dynamics, and current onboarding challenges through a detailed conversation with your leadership team.
Deep-Dive Analysis
Our experts then analyze your existing processes, identifying bottlenecks and opportunities for improvement that your team might have overlooked.
Custom Solution Design
Based on our findings, we craft a tailored EasyBuddy implementation plan that addresses your specific needs and integrates seamlessly with your workflows.
The discovery phase is where the magic happens. By taking the time to truly understand your organization's unique needs, we create an onboarding solution that feels like it was built specifically for youâbecause it was.
đ What Happens After You Book
Current Operations Analysis
We'll conduct a comprehensive analysis of your existing onboarding flow, identifying strengths to maintain and opportunities for improvement. Our team maps out each touchpoint in your employee journey to understand the full picture.
Team Member Interviews
Through thoughtful conversations with key stakeholders and recent hires, we'll surface pain points that might be invisible from the management level. These insights often reveal the most impactful areas for improvement.
Custom Solution Proposal
Based on our findings, we'll propose a tailored version of EasyBuddy designed specifically for your organization's unique culture, workflow, and challenges. No cookie-cutter solutionsâjust what works for you.
This discovery phase typically takes up to 1 week to complete, allowing us to be thorough while still moving quickly toward implementation.
đĽ What We'll Need From You
Successful implementation requires collaboration. To make the process as smooth and effective as possible, we'll need a few key things from your team:
Your team's insights are the foundation of our customization process. The more we understand about your unique challenges, the better we can tailor EasyBuddy to solve them.
Dedicated Point Contact
One team member who can coordinate between TeamBotics and your organization, answer questions, and help schedule necessary interviews or meetings.
Existing Materials
Any current onboarding or training materials you use, including PDFs, flowcharts, presentation decks, handbooks, or digital resources.
Open Communication
A willingness to speak candidly about what's working in your current process and what's not. The most valuable improvements come from honest assessment.
đĄ Why This Process Matters
Never Off-The-Shelf
EasyBuddy isn't a one-size-fits-all solution. Each implementation is uniquely configured to match your organization's specific workflows, culture, and challenges. Our thorough discovery process ensures that the system we build feels like a natural extension of your team.
Faster Adoption
When your onboarding system reflects your actual processes and addresses real pain points, new team members adapt more quickly. Our clients typically see a 42% reduction in time-to-productivity for new hires after implementing our custom solutions.
Measurable ROI
By understanding your specific needs from the start, we can establish clear metrics for success. This allows us to demonstrate concrete value through reduced training time, lower error rates, increased employee satisfaction, and faster productivity ramp-up.
The discovery phase isn't just about gathering informationâit's about building a foundation for lasting success. By investing time upfront to understand your unique challenges, we create solutions that deliver real, measurable value for years to come.
đ Trust & Privacy Come First
At TeamBotics, we understand that discussing your internal processes requires trust. That's why we've built our discovery process around privacy principles that put your data security first:
No Data Storage Unless Approved
During the consultation and discovery phase, we don't permanently store your company data unless you decide to move forward with implementation. All preliminary notes and findings can be deleted at your request if you choose not to proceed.
Interview Anonymization
All team member interviews are anonymized in our research notes to encourage honest feedback. Individual insights are aggregated into themes rather than attributed to specific employees, creating a safe space for candid discussion.
Zero Data Monetization
We never share, sell, or use your company's data to train AI models or for any purpose other than improving your specific implementation. Your information remains exclusively yours, handled only by the team members directly involved in your project.
What makes our approach to onboarding solutions stand out from traditional systems? The difference is in how deeply we integrate with your existing processes while simultaneously improving them.
Unlike generic onboarding platforms that force you to adapt to their structure, EasyBuddy molds itself to your organization's unique workflows. This adaptability comes directly from our thorough discovery process.
Our clients consistently report three major advantages after implementing their custom EasyBuddy solution:
Reduced training costs by an average of 37%
Improved employee retention during the critical first 90 days
Significantly higher satisfaction scores from both new hires and training staff
Our Discovery Timeline
This efficient timeline ensures we gather all necessary insights while respecting your team's time constraints. Our structured approach means you'll have a clear picture of your custom solution within just 8 business days.
Day 1: Initial Consultation
A 60-minute kickoff meeting with your key stakeholders to understand your organization's structure, current onboarding approach, and primary pain points.
Days 2-3: Document Review
Our team analyzes your existing onboarding materials, identifying gaps and opportunities while mapping your current process flow.
Days 3-5: Team Interviews
Brief 30-minute interviews with selected team members, including recent hires, managers, and training staff to gather diverse perspectives.
Days 6-7: Solution Design
Our experts synthesize findings and create a tailored implementation plan specifically designed for your organization's needs.
Day 8: Proposal Presentation
A comprehensive walkthrough of our proposed solution, including customizations, implementation timeline, and expected outcomes.
đ Frequently Asked Questions
Here are more answers to common questions about the TeamBotics discovery process and how we work with your team:
What exactly happens during the consultation week?
Weâll spend 5â7 days analyzing your onboarding and operations setup. That includes a kickoff call, reviewing internal materials, and conducting short interviews with key staff. Then we create a personalized blueprint for your version of EasyBuddy.
Who should be our internal point of contact?
Someone who knows your training or ops process well and can help schedule short interviews or share onboarding materials. Often, this is a team lead, trainer, or department manager.
How long will this take?
Around 1 business week. Most participants will only need to dedicate 15â30 minutes to help us gather insights.
Will you speak directly to our employees?
Yesâwith your approval. These interviews are short and respectful, and help us understand what support your team actually needs.
No. The discovery sprint is 100% free. You only pay if you choose to move forward with the build.
What if we donât have proper training materials yet?
Thatâs okay. Weâll work with what you haveâeven if itâs just verbal walkthroughs or sample schedules. Weâre good at connecting the dots.
Does EasyBuddy integrate with our current tools?
Yes. EasyBuddy is designed to read from your LMS, CRM, or other systems. Weâll assess this during the discovery week.
What if we donât know what we need yet?
Thatâs the point of the consultation. We help surface real pain points and recommend practical solutionsâwhether or not you already have a game plan.
What happens after the consultation?
Youâll receive:
A custom EasyBuddy blueprint
Key insights and feature suggestions
A rollout timeline and cost breakdown
Youâre free to take that info and think it overâno pressure.
đ Ready to Begin?
Pick a time that works for youâwe'll take it from there. Your custom onboarding solution is just a conversation away.
Our consultation calendar typically books 1-2 weeks in advance, so schedule soon to begin your transformation.