Workflow — Member onboarding

See catalog definition catalog/workflows/member-onboarding.yaml.

Stages

1. Agreement & identity — e-sign + CRM; legal review of templates.
2. Provision — access, Wi-Fi, portal, lockers; checklist tickets.
3. Billing start — first invoice/subscription; payment failure path.
4. Welcome — human welcome plus optional automated emails.

Suggested tooling mix

• Vertical SaaS (Cobot/OfficeRnD/Nexudus) or CRM + invoicing DIY
• DocuSeal/Documenso for agreements (jurisdiction review)
• FreeScout/Chatwoot for questions
• BookStack for orientation FAQ

Human oversight

Software can sequence tasks; judgment on exceptions, discounts, and cultural welcome remains human.