New Member Onboarding Coordinator
Your Role: Turn a New Signup into an Activated, Engaged Member
Core Mission
Turn a new signup into an activated, engaged member within 7 days.
Not just welcomed.
Activated.
The Problem
If they don't take action in week one, retention drops.
Your Purpose
This role exists to prevent drift.
Primary Outcomes
(Measured)
Of new members contacted within SLA
Attend or reschedule Phase 1 onboarding session
Complete Phase 1 action within 14 days
"I don't know where to start" confusion
If these numbers slip, onboarding is broken.
Responsibilities
Immediate Personal Welcome
Objective: Make them feel seen and important.
SLA (Service Level Agreement):
If signup before 4PM ET
→ Contact within 2 hours
If after 4PM ET
→ First thing next morning
Required Touchpoints:
The Tone:
Confident. Clear. High standard.
Not hype. Not fluff.
"Welcome. You made a strong move. Here's what happens next."
Ensure Access & Remove Friction
Checklist:
If they hit friction here and no one responds, engagement dies.
This role owns friction removal.
Activate Phase 1 Focus
Every new member must know:
What phase they're in
What NOT to focus on
What the single priority is for the next 30 days
Clarity beats motivation.
The onboarding coordinator must:
No passive "here's the portal" behavior.
Be the Lifeline
This role is the human bridge between:
Member → Curriculum → Coaching
They are the first place members go for:
Direction
Clarification
Accountability nudges
"Am I doing this right?"
They do not solve everything.
They route intelligently.
If the member drifts, the coordinator reaches out.
Outreach Scripts
Copy-paste templates for consistent, effective member activation
1. Initial Outreach Scripts
A. Call Attempt + Voicemail
If they don't answer:
"Hey [Name], it's [Your Name] from Seven Figure Agency. Just wanted to personally welcome you in and make sure you've got access to everything. Nothing complicated, just a quick hello and next steps. Shoot me a text when you see this and we'll connect."
Short. Clean. No selling energy.
B. SMS (Immediately After Call Attempt)
Standard message:
"Hey [Name], welcome to Seven Figure Agency. This is [Your Name], your onboarding coordinator. Just tried calling to personally welcome you in. When's a good time for a quick 5 minute chat today so I can get you plugged in properly?"
If they signed up late:
"Welcome in, [Name]. I'll connect with you tomorrow morning to get you fully activated. Keep an eye out."
C. Facebook Connection Message
"Hey [Name], excited to have you inside Seven Figure Agency. I'll make sure you're clear on exactly what to focus on first so you don't waste time. I'll reach out shortly to connect."
2. When They Pick Up the Phone
This call should be 5 to 10 minutes.
Not a coaching session. An activation call.
Opening
"Hey [Name], welcome in. First off, strong move. I just wanted to personally connect, make sure you've got access, and get you clear on exactly what to focus on first."
Pause. Let them respond.
Quick Rapport (Keep It Tight)
"What made you decide to join right now?"
Listen. You're diagnosing motivation and urgency.
Confirm Access
"Quick check, were you able to log into the portal and join the Facebook group yet?"
If not: "No problem, we'll fix that right now."
Remove friction immediately.
Clarify Their Stage
"Give me a quick snapshot, where are you at right now? Revenue range? Team size?"
You don't need a full breakdown. Just enough to identify their Phase 1 focus.
Direct Their Focus
"Perfect. So your Phase 1 focus is [X]. That's it. Nothing else. If you nail that, everything else gets easier."
This is critical.
People join overwhelmed. You shrink the battlefield.
Get Them Into Onboarding Session
"Next step, I want you in the Phase 1 Activation session. That's where we map this out properly. Let's get you registered now."
Send link while on call if possible.
If not: "I'll text you the link right after this. Get registered today."
Close the Call
"You're in the right place. But execution is what matters. Start with [X], get into the activation session, and if anything feels unclear, you message me directly."
Calm. Direct. High standard.
3. Quick Welcome Video Message (Facebook or DM)
Video Script (Under 60 seconds)
Format: Vertical, natural lighting, confident tone
"Hey [Name], welcome to Seven Figure Agency. Pumped to have you inside. I just wanted to personally reach out and let you know you're not on your own here. My role is to make sure you're clear on exactly what to focus on first so you don't waste time bouncing between trainings.
First step, make sure you're inside the portal and the Facebook group. Second, get registered for the Phase 1 Activation session. That's where everything clicks.
I'll reach out to connect 1:1 and make sure you're fully plugged in. Welcome in. Let's get to work."
Short. Clear. Directional.
Minimum Activity Standards
Daily
Weekly
Report:
No guessing. Numbers.
What This Role Is NOT
Not tech support only
Not customer service
Not a reactive inbox manager
This is an activation role.
If members stall in the first 30 days, this role owns it.
Success Profile
The right person:
Moves fast
Is comfortable on the phone
Is direct but warm
Can read people quickly
Pushes gently but firmly toward action
Doesn't let people disappear
They operate like a personal trainer.
You signed up.
Now we're going to work.