Admitting a New Member To The Mastermind

1. Send Them the Welcome Email

When you get the notification inside the jump@jumpconsulting.net email, it is important to immediately send the new member an email. This is also the first step in the 100 Days. This can be found in a preloaded canned response inside the email called "Welcome To The Mastermind" The template is as follows.

Hello (Name),

Welcome to the Mastermind! We are so excited to have you there and looking forward to working side by side with you.

If you haven't already, please press JOIN on the group here: https://www.facebook.com/groups/jumpmastermind

We have some things you need to know:

1. Out the gate, you can expect to have months worth of training at your fingertips. Just go to files > Hot Seats to read/watch up on important topics to you.

2. Your first line of business is to create your file. Be sure to do that ASAP by filling out this form: https://forms.gle/8Zuc721hHQeEEnk4A. After you fill this out, we will add it to the group and tag you so Bella and the rest of the members can help you with anything you need. Consider it your home base!

3. Click on events and see any events coming up and RSVP!

4. Your payment will come out on this date every month. If you want to save $50 off the regular monthly membership price REPLY back to this email and we can change your subscription to annual at $1164.00 for the year.

And last...I want you to do this ONE THING that is often overlooked:

I want you to carve out just 30 minutes in the next week and go to your Google listing, and all your social media listings and make sure that your contact info and descriptions are up to date!

This will give you a quick win off the bat! :)

We are so excited to have you!!

*Note, if they are a returning member, you can add their file from the past client folder in Drive, and then remind them to make any updates to their file and tag Bella. They also don't have to go through the 100-day process if a returning member.

Following up

We want to make sure they get into the group so follow up once a day for three days via email if you don't see them request to join the group.

2. Add Them To The Roster + CRM (Trello)

The Mastermind Client List can be found here:https://trello.com/b/W5yQCFZH/mastermind-client-board

1. Add their name.

2. Add their email.

3. Add if they were admitted on Facebook.

4. Check that their payment went through.

5. Add their rate.

6. Add their renewal date.

7. Add their address.

8. Add their phone number.

9. Their Birthday

10. Then in the checklist sections below, mark out their 14 weeks (100 days) due dates, as well as their birthday, and payment due dates below, and assign them to yourself.

11. Then use labels: week 1 of 100 days, payment successful, and annual payment if they are on annual.

Once added to the CRM Trello board, You can then add their main info as a backup in the old roster aka Ultimate Spreadsheet: https://docs.google.com/spreadsheets/d/1jJAlDIIuks4aFsQRRUAbB8-Ph7A3m3pphNCrFvNQT70/edit#gid=510526824. Once the member is added to both, highlight their name in pink like the members above. This lets us know they are on both the client list and roster.

3. Initiate 100 Days

This is a program where we reach out to our new members in various ways each week for 14 weeks. We do this on Tuesdays and it is important to check off the Roster when it is done. We do this so it helps with retention.

Add them to the 100 days list in Trello when creating their card in the CRM.

Note: All emails are in under "canned" templates in Gmail in the creative@jumpconsulting.com account for easier access.

How the 100-day process with the new CRM in Trello watch this video. See what to send the member based on which week they are on: HERE

How the 100-day process with the new CRM in Trello watch the video below:

4. Admit Them To The Group

1. When you go to approve their request to join the group, you need to make a note of their birthday and add it to the roster. There is a tab for that. Here is what you will post when they enter the group. You can do this through the Jump Consulting page and post as JUMP CONSULTING.

2. Make sure that everyone is admitted within 24 hours of their request to join the group.

4. Double check and follow up to be sure everyone who enrolls in the Mastermind clicks on the join FB group link in their welcome email. The group is a critical part of their experience so make sure no one falls through the cracks. You may have to resend emails to verify they got the information and get their attention if they don't request to join the FB MM group.

5. Before making the welcome post below, create a google doc in drive in the "current client files folder" And make sure the link is for everyone who has the link can "view", then add the members' email with "edit mode", and paste the link in the post below. Make sure the doc is labeled with their name.

Let's give a big welcome to our newest member {tag their name} !!

First things first:

-->Fill out your member form below"

https://forms.gle/8Zuc721hHQeEEnk4A

Once filled out, we will turn your responses into your file and tag you in a post which will become your progress "home base".

Your file helps us:

-Learn about you

-Understand your goals.

-You can track your goals.

Let us know if you have any questions and very excited to get you up and running!

6. After making they fill out the form, take the information from their responses and add it to a google doc in the Current Client Files folder. and make it public.

7. Then post it to the group with instructions, tag them and categorize it under guides in the "member file" guide.

The post should say:

Hey (tag them with name)!

This is your Member file. It is in the form of a google doc below which you can click and edit at any time.

In the comments of this post, you will be able to announce updates, when goals are accomplished, as well as tag Bella to ask questions. Others may also chime in and comment or give advice. You can talk about those nitty-gritty issues out here. If you have questions more general questions separate from your "goals" you may then post them in the group discussion aka the "wall". We just want to make sure to keep those separate to avoid confusion and so you can keep all goal-related, progress-tracking discussions in your file comment section here.

Welcome again to the group! I will tag Bella below so she can review your file.

Keep jumping!

**You will need to come back to this in 48 hours and tag the person again if they have not filled out the form. You can check on that by checking the responses spreadsheet. After this, follow up for 3 days in a row. If no response and the form hasn't been filled out message Bella in Slack to update her. She will then send a private message to them.

5. When A Member Leaves

When a member leaves you will know a few different ways:

1. They email us.

2. Their card was not run and when you looked at their subscription it wasn't charged and showing CANCELLED. The client can go in and stop their subscription.

You will want to delete them from the group.

You do not have to "remove their postings" as Facebook will ask you to do. You also need to copy and paste their File (just the doc part) into this Google Drive folder. This is so we can court them to come back in the future and know exactly what they were working on.

Then in the Trello Client List, Remove all labels then add the canceled label, move to the canceled list and remove all due dates. Also, attach the google doc where you added their old file to their card.

How To Remove A Member