Member onboarding
From signed agreement to first successful day on site: accounts, access, billing start, orientation, and welcome communications.
Primary roles: community-manager, operations-manager, sales-manager, finance
Stages
1. Agreement & identity
Collect signed terms and verify who the member is.
Manual tasks
- Review special terms
- Verify company admin contacts
Automation opportunities
- E-sign templates
- CRM stage updates
Suggested tools
Risks
- Invalid e-sign assumptions by jurisdiction
2. Provision access & services
Create portal users, Wi-Fi, door access, locker, and mailing details.
Manual tasks
- Hand over keys/fobs if used
- Show emergency exits
Automation opportunities
- IdP account creation
- Checklist tickets
Suggested tools
Risks
- Orphaned access if offboarding not linked
3. Billing start
First invoice or subscription start aligned to move-in date.
Manual tasks
- Proration decisions
- Deposit handling
Automation opportunities
- Recurring invoice generation
Suggested tools
Risks
- Failed payment without human follow-up
4. Welcome & orientation
Community intro, norms, and how to get help.
Manual tasks
- Personal welcome
- Introduce to community
Automation opportunities
- Welcome email sequences
Suggested tools
Risks
- Over-automation feels cold
Success metrics
- Time from signature to usable access
- First-week support ticket volume
- Failed payment rate on first invoice
Last reviewed: 2026-07-17