# To archive- Onboarding New Members to the Co-op

1. New members express interest by filling in the [Interest Form](https://preview.mailerlite.io/forms/1766885/164088359824655505/share). 
    - The responses to the interest can be found on the subscribers page of MailerLite
2. Every month we schedule **two** onboarding meetings on two different days: 
    - At 5:30pm before monthly social (second Sunday of the month)
    - Another day, ideally a weekday, determined by member availability
    - Make sure at least one person is available for each of these
3. Send a save-the-date email to people who have subscribed since the last onboarding 
    - Email should include a way to sign up to the events. See sample form [here](https://docs.google.com/forms/d/1DZmba6Q-AnvebKggH8dLx5WIVi6JmiJHmqOMh_ZiWPY/edit?usp=drivesdk)
    - Should link to: 
        - [Membership agreement](https://docs.google.com/forms/d/e/1FAIpQLSdkf7TcEVj5F1pCvj8_6tyJmp46UCX5kM4Q80r8rfbcOoq_ww/viewform)
        - [FAQ](https://greensandbeansgrocery.com/books/public/page/frequently-asked-questions-faq)
    - > <span style="color: rgb(35, 31, 32); font-family: Nylas-Pro, Helvetica, 'Lucidia Grande', sans-serif; font-size: 14.5px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;">Hi all!</span><div style="max-width: 100%; color: rgb(35, 31, 32); font-family: Nylas-Pro, Helvetica, 'Lucidia Grande', sans-serif; font-size: 14.5px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;">  
        > </div><div style="max-width: 100%; color: rgb(35, 31, 32); font-family: Nylas-Pro, Helvetica, 'Lucidia Grande', sans-serif; font-size: 14.5px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;">Greens &amp; Beans Grocery Co-Op is hosting a new member onboarding session **&lt;date&gt;** at Luther Place Memorial Church. It will take about 15 minutes. If you are interested in becoming a new member, we would love to see you there! Sign up to attend **&lt;Insert your form link here, or tell them to apply to the e-mail&gt;**.</div><div style="max-width: 100%; color: rgb(35, 31, 32); font-family: Nylas-Pro, Helvetica, 'Lucidia Grande', sans-serif; font-size: 14.5px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;">  
        > </div><div style="max-width: 100%; color: rgb(35, 31, 32); font-family: Nylas-Pro, Helvetica, 'Lucidia Grande', sans-serif; font-size: 14.5px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;">In the meantime, check out our [membership agreement](https://docs.google.com/forms/d/e/1FAIpQLSdkf7TcEVj5F1pCvj8_6tyJmp46UCX5kM4Q80r8rfbcOoq_ww/viewform "https://docs.google.com/forms/d/e/1FAIpQLSdkf7TcEVj5F1pCvj8_6tyJmp46UCX5kM4Q80r8rfbcOoq_ww/viewform") and [FAQs](https://greensandbeansgrocery.com/books/public/page/frequently-asked-questions-faq "https://greensandbeansgrocery.com/books/public/page/frequently-asked-questions-faq").</div><div style="max-width: 100%; color: rgb(35, 31, 32); font-family: Nylas-Pro, Helvetica, 'Lucidia Grande', sans-serif; font-size: 14.5px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;">  
        > </div><div style="max-width: 100%; color: rgb(35, 31, 32); font-family: Nylas-Pro, Helvetica, 'Lucidia Grande', sans-serif; font-size: 14.5px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;">Following the onboarding, there will be an opportunity to meet other co-op members, listen in on a discussion, and shop our products. Bring your own reusable containers, or use one from our collection. </div><div style="max-width: 100%; color: rgb(35, 31, 32); font-family: Nylas-Pro, Helvetica, 'Lucidia Grande', sans-serif; font-size: 14.5px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;">  
        > </div><div style="max-width: 100%; color: rgb(35, 31, 32); font-family: Nylas-Pro, Helvetica, 'Lucidia Grande', sans-serif; font-size: 14.5px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;">*You are receiving this email because you are on our mailing list and/or have filled out our interest form. Please let us know if you no longer wish to receive these emails and we will remove you from our list.*</div><div style="max-width: 100%; color: rgb(35, 31, 32); font-family: Nylas-Pro, Helvetica, 'Lucidia Grande', sans-serif; font-size: 14.5px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;">  
        > </div><div style="max-width: 100%; color: rgb(35, 31, 32); font-family: Nylas-Pro, Helvetica, 'Lucidia Grande', sans-serif; font-size: 14.5px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;">Thanks!</div><div style="max-width: 100%; color: rgb(35, 31, 32); font-family: Nylas-Pro, Helvetica, 'Lucidia Grande', sans-serif; font-size: 14.5px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;">  
        > </div><div style="max-width: 100%; color: rgb(35, 31, 32); font-family: Nylas-Pro, Helvetica, 'Lucidia Grande', sans-serif; font-size: 14.5px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;">- Your friends at Greens &amp; Beans Grocery Co-op</div>
4. Include onboarding dates in monthly newsletter to be sent out at least 1 week (ideally 2 weeks) before first onboarding scheduled
5. Send a reminder email about the onboarding event to those who have registered a day before it happens
6. At the event 
    - Have a sign in sheet
    - [Give orientation](https://greensandbeansgrocery.com/books/internal-operations/page/orientation-overview)
    - Have a QR code for people to sign up to pay dues.
    - Link to the [membership agreement form](https://docs.google.com/forms/d/e/1FAIpQLSdkf7TcEVj5F1pCvj8_6tyJmp46UCX5kM4Q80r8rfbcOoq_ww/viewform)
    - Have a print out of the task list and descriptions 
        - People can sign up to shadow right there.
        - [Task Sign Up spreadsheet](https://docs.google.com/spreadsheets/d/1yKgFh3JtQ7xSVu4HFeJY8Ynb-ca3KYkdFwzfmoOa_cw/edit?gid=1758354214#gid=1758354214)
    - Note thoughts and feedback
7. After the event 
    - Note who attended
    - Send everyone the following: 
        - Dues payment info
        - > Hi!  
            >   
            > Thanks for attending the Greens and Beans orientation yesterday. To join, next steps are as follows:  
            >   
            > 1. [Agree to our membership agreement](https://docs.google.com/forms/d/e/1FAIpQLSdkf7TcEVj5F1pCvj8_6tyJmp46UCX5kM4Q80r8rfbcOoq_ww/viewform).  
            > 2. [Pay dues](https://opencollective.com/greens-and-beans/contribute/backers-89563/checkout?interval=month&amount=5&contributeAs=me).  
            >   
            > Once you've done that, we'll add you to our google group, invite you to our WhatsApp, the task signup list, and you'll be able to shop at the store!  
            >   
            > Thanks,  
            > Simon
8. Once they've signed (required; can be found [here](https://docs.google.com/spreadsheets/d/1TTYRXY2f1-3V34SacqPYT2YpqP_OXpd4r3yZtx2N2_Y/edit)) and paid dues (optional; can be found [here](https://opencollective.com/greens-and-beans)): 
    - Send them: 
        - Shopping times
        - Task list (for shadowing)
        - WhatsApp invite
        - A link to sign up to this wiki
    - Add them to the google group
    - Add them as a customer in Airtable
9. New members are considered “probationary members” for 3 months after signing the membership agreement. Details on probationary membership can be found [here](https://greensandbeansgrocery.com/books/internal-operations/page/trial-period-for-new-members)