Next Steps in the Association New-Member Onboarding Process

new association member onboarding planOur recent post, The First 3 Months of Association New-Member Onboarding covered the first three months of the onboarding process.

The new-member onboarding and first-year renewal processes go beyond dropping a welcome packet into the mail. A touch plan to improve the process builds a strong foundation for engagement and for a long-term membership.

Take a look at the next three months, then download the complete plan of the onboarding process.

4 Months

      • Enter member into your Association’s marketing funnel
      • Call with information about committees and events.

6 Months

      • Send membership check-in/survey.
      • Email reminder of the online community.

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

8 Months

      • Contact with volunteer opportunities.
      • Extend a personal invite to an event.

Keep an eye out for the final blog in this series – it will cover the final three steps associations need to take to maximize member renewal rates.

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