Onboarding questions
Choose five to eight of the 12 questions to learn about each member's role, goals, priorities, and preferred ways to engage.
Give every new member a more useful start. Get 12 discovery questions, a resource mapping worksheet, three adaptable welcome emails, and a week-by-week plan for the first 90 days.
Everything you need to plan a more personal new member experience, together in one place.
Use the pieces together to learn what matters to a new member and guide them toward a valuable first experience.
Choose five to eight of the 12 questions to learn about each member's role, goals, priorities, and preferred ways to engage.
Connect what you learn to events, learning, content, community, and member services, with an AI prompt to suggest relevant next steps.
Adapt three emails for days 1, 5, and 14. Each includes an AI personalization prompt and space for staff review.
Follow week-by-week touchpoints with clear owner and completion columns, from the first welcome through day 90.
Make the first messages and recommendations feel connected to why a member joined.
Choose onboarding questions that reveal the goals your association can help them reach.
Map those answers to a helpful resource, benefit, event, or connection already available.
Adapt the welcome emails and checklist into a follow-up plan for the first 90 days.
Bring your welcome questions, resources, emails, and follow-up plan into one practical workflow.
Get the New Member AI Onboarding Kit