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.