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Calm Guide to Onboarding 4.21.22

Over the course of the last year, I’ve worked with the Find Calm Here Community members to understand their challenges and find easy-to-implement solutions for them.

The theme over the past year has been the struggle that I see a lot of community leaders have when trying to onboard new members. 

✨ Pro Tip: It is recommended to ask your members as they enter or in discovery interviews about their learning style, tech background, and comfortability in using the mobile app or a desktop to access the network as these are very different experiences. 

Check out the recording of our most recent workshop about onboarding

There are a few ways of doing this, and I outline a couple in this workshop. 

The Calm Guide to Onboarding © is a resource within the FCH Community that provides our members with more step-by-step instructions, checklists, templates, and tutorials on how I’ve built onboarding plans for clients. 

A few ways mentioned are: 

  • The Video Walkthrough – Good for verbal and auditory learners
  • The Orientation Packet – For visual, solitary, and logical learners
  • The Introduction – At the beginning of a course as a “pre-requisite” 
  • Learn-by-Doing – A challenge, Welcome Party, or onboarding event 
  • The Concierge – 1:1 Walkthrough – Good for solitary, verbal, and auditory learners 

The Video Walkthrough – Good for verbal and auditory learners

Below are the key reasons to use a video walkthrough. 

  1. You can create a video that walks members through how to navigate the Mighty Network with a short (5 minutes or less) recorded video. 
  2. Using  Loom allows you to customize the video for your members. It is free to use for short videos and allows you to share your screen and demonstrate the method you want your members to use when logging into your network. 
  3. The GO LIVE feature in Mighty Network allows you to create LIVE videos for your newest members and also provides a recording that you can post and tag your “Start Here” topic (recommended for members to find this easily). 
  4. This video walkthrough is scalable and can be used before the network opens to familiarize potential community members to give them a “peek” inside.

✨ Pro Tip: Keep in mind that you will need to consider the privacy concerns of your members if topics inside your community are sensitive in nature.

The Orientation Packet – For visual, solitary, and logical learners

Using photos, screenshots, and clear step-by-step instructions to help members know where to go, what to do, and why they will want to join, participate, and connect with other members. 

The Introduction – At the beginning of a course as a “pre-requisite” 

Allow members to access the orientation in a “start here” section that walks members through the onboarding process one step at a time and allows them to get acquainted with the app. 

Learn-by-Doing – A challenge, Welcome Party, or onboarding event 

Consider kicking off your community launch with a challenge that encourages them to upload a profile photo, write an introduction, connect with other members of the network, and invite them to a WELCOME party! 

The Concierge – 1:1 Walkthrough – Good for solitary, verbal, and auditory learners 

You can personally welcome each member individually via phone, video, email, or text. This takes time, but if you’ve got a higher-priced membership community or course, with a small cohort, or people in different stages who need additional hand-holding for support, this is a good opportunity to get to know each member and cultivate a deeper connection with them. 

About

Deb Schell is the Creator of Find Calm Here LLC — As a community strategist, she helps female entrepreneurs and executives find calm in building, launching, and growing paid online communities. With experience helping over 80 Mighty Network Hosts, Deb’s combined experience as a journalist, copywriter, photographer, artist, and sales professional align to offer clients a streamlined experience that is fun! 

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