Onboarding Steps/Overview
MailerCreate/updateliteMailerLitesent to interested people. This email includes RSVPevent form forPotluckupcomingSocial/Onboarding.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)
- Non-members on email list
- 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
Mailer Lite. Responses need to be checked periodically as there is no notification sent when responses are received.MailerLite. DaySend reminder to those who have RSVP'd on/around the day ofreminderthesent to interested people for onboarding/social.event.CheckConfirm number of attendees for onboarding (check on the day of the event at a minimum).Collectand collect emails/names for expectedparticipants.participants,Informationwhich can be found from export ofMailer LiteMailerLite table.OnboardingHoldmeetingonboarding
Check neededGather 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.
7. For
- Send
to:anWhat'semailAppwith- Link to join WhatsApp community (they should join General
chat,ChatAirtable,atGoogleaGroup,minimum) - Instructions on how to sign up for wiki and Meso
app.app
and instruct - Link to join WhatsApp community (they should join General
- Add them to Airtable and Google Group