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The Club — Member Onboarding SOP

Member Onboarding

Step-by-step process for welcoming and integrating every new Club member — from verbal commitment through their first 30 days.

Internal SOP · Owner: Paulina · Updated March 2026
Process Overview
Onboarding Checklist
StepActionOwner
0Verbal CommitmentPaul
1Welcome Email + Payment LinkPaulina
1.1DocuSign — Membership AgreementPaulina
2Add Member to All PlatformsPaulina
3.130-Min Onboarding CallPaulina
3.2Recap Email + Next StepsPaulina
3.3Website Feature OutreachPaulina
3.4Monthly Check-ins (Non-show Members)Paulina
0

Verbal Commitment

Owner: Paul

Paul gets a verbal commitment from the prospective member. Once they're in, hand off to Paulina to initiate the payment and onboarding flow.

1

Welcome Email + Payment Link

Owner: Paulina

Send the new member a welcome email with their payment options. Two membership tiers are available:

PlanAmountStripe Link
Monthly $475 / month buy.stripe.com/5kQ00i45tg9z0Qxdjp2kw0S
Annual $5,000 / year buy.stripe.com/aEUbKPf4Nf6v1fW9AS
Step 1.1 — DocuSign: Membership Agreement
Once payment is confirmed, immediately send the membership agreement via DocuSign. Do not proceed to Step 2 until both payment and DocuSign are completed and signed.
2

Add Member to All Platforms

Owner: Paulina  ·  Trigger: Payment + DocuSign confirmed
PlatformAction
Facebook Group Add to: facebook.com/groups/theclubteam1
Weekly Calls Send calendar invites for all recurring calls:
Tuesday — Wholesaling Accountability Calls
Wednesday — Club Calls
Thursday — Constraint Calls
Notion Send Notion workspace invite to the member's email address
Events Send calendar invites for all upcoming events (Club Social, Mini Mastermind, Live Events, etc.)
3.1

30-Min Onboarding Call

Owner: Paulina  ·  Book: calendly.com/paulina-bunnyhillproperties/30min

This is the heart of the onboarding experience. Walk the member through everything they need to feel welcome, oriented, and accountable from day one.

1 Introduce Yourself

  • Warmly introduce yourself and set the tone for the call.

2 Walk Through Notion (Screen Share)

  • Share your screen and guide them through the Notion workspace.
  • Show where recordings, resources, and frameworks live.
  • All call recordings are saved in Notion — they can catch up anytime if they miss a session.

3 Explain the Weekly Calls

  • Tuesday — Wholesaling Accountability Calls
  • Wednesday — Club Calls: Discussion-based sessions focused on gaining clarity about the life we want, using frameworks for more strategic, intentional decisions.
  • Thursday — Constraint Calls
  • All recordings are in Notion — no pressure if they miss a session.
  • Weekly newsletters land in their inbox summarizing the main takeaways of each call.

4 Member Directory — Fill Out the Form Together

5 Confirm Calendar Invites

  • Verify they received the calendar invites for weekly calls and upcoming events.
  • Remind them of specific upcoming event dates.

6 Introduce the 1-on-1 Call with Paul

  • Once they've explored Notion and feel settled, encourage them to book a 1-hour call with Paul.
  • Paul's Calendly: calendly.com/paulsparks
  • This call is key — it helps us understand their business and goals, and allows Paul to make strategic connections with other members for mutual benefit.

7 Facebook Group Intro Post

  • Ask them to write and post a short intro in the Facebook Group.
  • They should share a bit about themselves and include a candid photo so the team can put a face to the name.

8 Explain the Endorsement Process

  • The Club is built on collaborative and genuine connections. To remain a member, each new member must be endorsed by 2 existing members.
  • During the first 30 days: join calls, interact, and get to know other members — then ask for the endorsement.
  • What we look for: participation, collaboration, and engagement.
  • If there is no endorsement within 30 days, we reserve the right to cancel the membership.

9 Close the Call

  • Let them know you'll send a recap email with all the info covered.
  • Use a warm, personalized closing — e.g., "[Name], I really appreciate you taking the time for this call. I hope you have a great rest of your day!"
3.2

Recap Email + Next Steps

Owner: Paulina  ·  Send within 24 hours of the onboarding call

This email should feel warm and helpful — a friendly summary of everything covered on the call, with clear next steps.

What to Include

  • Personalized thank-you message.
  • Bio Form / Member Directory: forms.gle/Dm6FzA6cqYt11U3D9
  • Confirm Notion invite was sent — ask them to reach out if they have trouble accessing it.
  • Paul's Calendly for their 1-on-1 when ready: calendly.com/paulsparks
  • Friendly reminders:
  • Accept calendar invites for weekly calls and upcoming events.
  • Post a quick intro in the Facebook Group with a candid photo.
  • Remember: this is an endorsement-based membership. Join calls, get to know our members, and ask for your endorsement to keep being part of the team.
3.3

Website Feature Outreach

Owner: Paulina  ·  Within the first 2 weeks after onboarding

Send an email inviting them to be featured on The Club website — a great value-add for the member and powerful social proof for The Club.

What to Do

  • Invite them to book a 30-min call with Paulina to share their story, business journey, and what makes them who they are.
  • Booking link: calendly.com/paulina-bunnyhillproperties/30min
  • Paulina will turn the conversation into a member article featured on the website.
  • Ask them to send candid photos that represent them and their world.
3.4

Monthly Check-Ins (Non-Show Members)

Owner: Paulina  ·  Trigger: Member stops attending calls for 2+ weeks

If a member who previously attended goes quiet, reach out with a warm, personal check-in — not a nudge, but a genuine "hey, how are you?" moment. Always adjust the template to fit the person.

Check-In Email Template

[ Placeholder — paste your check-in email template here. Adjust tone and details as needed for each member. ]

Quick Reference — Links & Contacts
Payment — Monthly
Stripe Link — $475/mo
Payment — Annual
Stripe Link — $5,000/yr
Facebook Group
facebook.com/groups/theclubteam1
Member Directory Form
forms.gle/Dm6FzA6cqYt11U3D9
Paul's Calendly (1-on-1)
calendly.com/paulsparks
Paulina's Calendly (Onboarding)
calendly.com/paulina-bunnyhillproperties/30min
The Club Website
theclubteam.com
Notion Workspace
Send invite to member's email upon payment confirmation.

The Club — Member Onboarding SOP  ·  theclubteam.com  ·  Internal use only  ·  March 2026