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ARC-OPS-002: New Member Onboarding

Owner: Ryan • Status: Active v1 • Last Updated: 2026-05-15

Purpose

Move new members from signup to first action within 24 hours.

Tools
Security Rule (Non-Negotiable)
Procedure
  1. Trigger welcome sequence immediately after payment confirmation.
  2. Email #1 (instant): Welcome + ARC values + Start Here link + Telegram invite.
  3. Email #2 (+1 hour): Ask member to post intro in Telegram using template (goal, current truth, next step).
  4. Email #3 (+24 hours): Request first weekly commitment and call attendance confirmation.
  5. Create/Update CRM contact with tags: arc_member, plan type, join date.
  6. Assign onboarding stage in CRM pipeline.
  7. If no Telegram join within 24h, send reminder + direct support message.
Definition of Onboarded
QA Checklist
Escalation

If a paid member is inactive for 72 hours, escalate to Ryan for personal outreach.