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Onboarding Steps/Overview

  1. Mailer lite sent to interested people. This email includes RSVP form for Social/Onboarding.
  2. Form responses are populated in a table in mailer lite. Responses need to be checked periodically as there is no notification sent when responses are received. 
  3. Day of reminder sent to interested people for onboarding/social. 
  4. Check number of attendants for onboarding. Check day of minimum. Collect emails/names for expected participants. Information can be found from export of mailer lite table. 
  5. Onboarding meeting
  • Check needed 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. 

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

7. For people that have paid and agreed to membership agreement add them to: What's App General chat, airtable, Google group, meso, and instruct on how to sign up for wiki.