Onboarding • Membership Dues Received ◦ Respond with a welcome to
set-up an onboarding meeting virtually or in person.
• Meeting Set ◦ Have onboarding document ready with all appropriate questions that assist in the process of the conversation. Make the most of this time. • Meeting Day ◦ Do a little prep work before hand. Know enough about them to ask the right
TIPS & Questions
What questions do you ask your members in the beginning that will allow you to show value?
What does your onboarding process look like?
Don't hesitate to meet in person if the opportunity presents itself. This is the opportunity to build a stronger partnership.
questions and fill in the blanks for engagement making sure that you are showing them value.
NOTES :
Start off on the right foot. Be timely, proactive, and extremely responsive. Avoid coming across as your average day spam artist. Respectfully spread out communcations.
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