Onboarding Steps/Overview

New members express interest by filling in the  Interest Form .

 

 The responses to the interest can be found on the subscribers page of MailerLite 

 

 

 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. 

 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 ) 

 Other organizations/outlets, such as 730 DC, Free DC, and Ward 2 Mutual Aid (optional, but encouraged) 

 

 

 Check RSVPs periodically (no automatic notifications when new responses received). Form responses are populated in a table under "Events" in MailerLite.  

 Send reminder to those who have RSVP'd on/around the day of the event.  

 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.  

 Hold onboarding meeting:

 

 Gather materials: QR code sheet for membership / dues , list of tasks & roles , list of products, sign in sheet, and zine if available. 

 Manage door/phone number for arrivals. 

 Give presentation for onboarding and hold Q/A. 

 Show shop to participants. 

 Verify interested people, give QR code sheet or note on sign up sheet. 

 

 

 Send follow-up email to onboarding attendees with reminder to sign membership agreement and pay dues (see template here ). 

 Check for dues payments and membership agreements daily for a week after onboarding meeting. 

 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 (see template  here ) 

 Add them to Airtable and Google Group 

 

 

 New members are considered “trial members” for 3 months after signing the membership agreement. Details on trial membership can be found here.