Member onboarding checklist

Basic Setup

• Create record for member or team + team-members in internal database
• Add credit card to member or team account
• Assign memberships to member or team account
• Hand member or team leader a membership agreement in person, answer questions if needed
  • Once signed, scan agreement to team@thepioneercollective.com, save a copy in Google Drive, and upload a copy to member's database record
  • File hard copy of agreement at front desk
• Order key from Pinnacle that corresponds to their access (8-6M-F or 24/7)
• Log key in internal database and charge $50 deposit
• Send Welcome Email -- has Slack invite, Printer Drivers, Member Guidelines
• Check in with new member to make sure they understood Slack, printer drivers, etc.

Mail Service / Business Address Setup

• See 1583 CMRA Mail Setup Instructions