At Open Onboarding, we’re passionate about simplifying complexity and empowering businesses with world-class onboarding tools and templates. Our journey began with Rich Peterson, a systems and process enthusiast who turned his talent for efficiency into a thriving business. Rich initially focused on creating financial planning templates for financial advisers, helping them streamline their operations and deliver exceptional client experiences.

What began as a niche project soon expanded into a global enterprise. Today, Open Onboarding specializes in creating onboarding systems, processes, and templates that are trusted by some of the biggest companies in the world. From Fortune 500 corporations to growing startups, our solutions have redefined how organizations onboard employees, clients, and partners.

With tens of thousands of templates sold, we’ve become a trusted resource for professionals looking to save time, enhance productivity, and ensure consistency in their onboarding processes. Whether you need templates for Word, Google Docs, Excel, Sheets, Notion, Trello, or other platforms, our tools are designed to fit seamlessly into your workflows and set you up for success.

At Open Onboarding, we’re not just about templates—we’re about creating experiences that work smarter for you. Explore our library and discover how we can help you elevate your onboarding processes to new heights.