Onboarding Steps/Overview

1. 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.
2. Send MailerLite event form to:
   • Newsletter (around 1st of the month)
   • Non-members on email list (see email template here)
   • 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 MailerLite. 
4. Send reminder to those who have RSVP'd on/around the day of the event. 
5. 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. 
6. 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.
7. Send follow-up email to onboarding attendees with reminder to sign membership agreement and pay dues (see template here).
8. Check for dues payments and membership agreements daily for a week after onboarding meeting.
9. 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
10. New members are considered “trial members” for 3 months after signing the membership agreement. Details on trial membership can be found here.