New-member onboarding is crucial for associations. A touch plan to improve the process builds a strong foundation for engagement and for a long-term membership.
The new-member onboarding and first-year renewal processes work hand-in-hand and should be a 12+ month program (at a minimum).
Take a look at the steps for the first three months, then download the complete plan of the onboarding process.
Day 1-7
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- Send welcome email.
- Mail new-member packet.
- Call the member to say, “Welcome to the association.”.
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Day 14-21
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- Email instructions on how to access member benefits.
- Call with an event invitation.
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Don’t make stoopid member onboarding mistakes.
Download the step-by-step New-Member Onboarding Plan >>
Day 45
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- Make a check-in call / “Hello, how are things going?”
- Email a reminder of features available to members.
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3 Months
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- Analyze how they’re using their membership.
- Email a piece of useful content, an article, or a link to a popular page on your association’s website.
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Customize this plan for your organization (and remember that even a simple plan is better than no plan at all).
Automate the renewal touch-point process using
the GrowthZone AMS Marketing feature.