The First 3 Months of Chamber New-Member Onboarding

New-member onboarding is crucial for chambers. 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

• • • Send welcome email.
    • Mail new-member packet.
    • Call the member to say, “Welcome to the chamber.”.

Day 14-21

• • • Email instructions on how to access member benefits.
    • Call with an event invitation.

Don’t make stoopid member onboarding mistakes.
Download the step-by-step New-Member Onboarding Plan. >>

Day 45

• • • Make a check-in call / “Hello, how are things going?”
    • Email a reminder of features available to members.

3 Months

• • • Analyze how they’re using their membership.
    • Email a piece of useful content, an article, or a link to a popular page on your chamber’s website.

Customize this plan for your organization (and remember that even a simple plan is better than no plan at all).

SEE ALSO: 3 Must-Haves for New-Member Welcome Emails