# Onboarding Steps/Overview

1. New members express interest by filling in the [Interest Form](https://preview.mailerlite.io/forms/1766885/164088359824655505/share). 
    - The responses to the interest can be found on the subscribers page of MailerLite
2. Create/update MailerLite event form for upcoming onboarding session/potluck social. The event form should include RSVP options for both the potluck social and onboarding.
3. Send MailerLite event form to: 
    - Newsletter (around 1st of the month)
    - People who have subscribed to the mailing list since the last onboarding (see email template [here](https://greensandbeansgrocery.com/books/internal-operations/page/onboarding-emails))
    - Other organizations/outlets, such as 730 DC, Free DC, and Ward 2 Mutual Aid (optional, but encouraged)
4. Check RSVPs periodically (no automatic notifications when new responses received). Form responses are populated in a table under "Events" in MailerLite.
5. Send reminder to those who have RSVP'd on/around the day of the event.
6. Confirm number of attendees for onboarding (check on the day of the event at a minimum) and collect emails/names for expected participants, which can be found from export of MailerLite table.
7. Hold onboarding meeting: 
    - Gather materials: QR code sheet for [membership](https://docs.google.com/forms/d/e/1FAIpQLSdkf7TcEVj5F1pCvj8_6tyJmp46UCX5kM4Q80r8rfbcOoq_ww/viewform)/[dues](https://opencollective.com/greens-and-beans/contribute/backers-89563/checkout?interval=month&amount=5&contributeAs=me), [list of tasks & roles](https://docs.google.com/spreadsheets/d/1yKgFh3JtQ7xSVu4HFeJY8Ynb-ca3KYkdFwzfmoOa_cw/edit?gid=1758354214#gid=1758354214), list of products, sign in sheet, and zine if available.
    - Manage door/phone number for arrivals.
    - [Give presentation](https://greensandbeansgrocery.com/books/internal-operations/page/orientation-overview) for onboarding and hold Q/A.
    - Show shop to participants.
    - Verify interested people, give QR code sheet or note on sign up sheet.
8. Send follow-up email to onboarding attendees with reminder to sign membership agreement and pay dues (see template [here](https://greensandbeansgrocery.com/books/internal-operations/page/onboarding-emails)).
9. Check for [dues payments](https://opencollective.com/greens-and-beans) and [membership agreements](https://docs.google.com/spreadsheets/d/1TTYRXY2f1-3V34SacqPYT2YpqP_OXpd4r3yZtx2N2_Y/edit) daily for a week after onboarding meeting.
10. Once people have paid dues and signed membership agreement: 
    - Send an email with link to join WhatsApp community (they should join General Chat at a minimum) and instructions on how to sign up for wiki and [Meso app](https://mesoproduce.com/how-to-order) (see template [here](https://greensandbeansgrocery.com/books/internal-operations/page/onboarding-emails))
    - Add them to Airtable and Google Group
11. New members are considered “trial members” for 3 months after signing the membership agreement. Details on trial membership can be found [here.](https://greensandbeansgrocery.com/books/internal-operations/page/probationary-period-for-new-members)