Template
Chamber New Member Onboarding Checklist
New member onboarding is incredibly important because it builds the foundation of the relationship and sets expectations.
Contact with New Member
Contact them with how they contacted you (phone, email, etc)
Break up communication into a few emails to get them started
Ways to increase your marketing reach with the chamber
understanding the chamber calendar, including how to add your own business events or sign-up for the chamber’s
Learning opportunities with the chamber
Onboarding New Member
Mentoring: match each of your new members with a loyal member. Bonus if that person is a good fit for the type of business the new member has. This relationship could also be less formal and the chamb
Send Welcome packet.
Suggest pertinent training or networking events based on their business.
Welcome breakfast.
Pass along interesting stats about membership in infographic form, including average number of referrals or training costs saved through membership. This can also be part of your onboarding drip campa
Do a social media announcement. Make it interesting. Include more than the business name and “welcome.”
Keep an eye out for the new member at the first event. When you see them make a meaningful introduction.
Touch base after two weeks and a month. Find out if their needs are being met. Listen for what they might need but aren’t saying.
This creates a private checklist in your account.