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Onboarding Steps/Overview

  1. MailerCreate/update liteMailerLite sent to interested people. This email includes RSVPevent form for Potluckupcoming Social/Onboarding.onboarding session/potluck social. The event form should include RSVP options for both the potluck social and onboarding.
  2. 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)
  3. 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. 
  4. DaySend reminder to those who have RSVP'd on/around the day of reminderthe sent to interested people for onboarding/social.event. 
  5. CheckConfirm number of attendees for onboarding (check on the day of the event at a minimum). Collectand collect emails/names for expected participants.participants, Informationwhich can be found from export of Mailer LiteMailerLite table. 
  6. OnboardingHold meeting
  7. onboarding
meeting:
  • 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.

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

  • Once people who have paid dues and signed membership agreement,agreement: add
      them
    • Send to:an What'semail Appwith
      • Link to join WhatsApp community (they should join General chat,Chat Airtable,at Googlea Group,minimum)
      • and instruct
      • Instructions on how to sign up for wiki and Meso app.app
    • Add them to Airtable and Google Group