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ARC-OPS-007: Trial Application Screening (Accept/Reject)
Owner: Ryan • Status: Active v1 • Last Updated: 2026-05-15
PurposeScreen applicants for ARC’s 2-week trial to protect culture, improve outcomes, and ensure only good-fit members are admitted.
Security Rule (Non-Negotiable)- Never place API keys, webhook secrets, or tokens inside SOP pages.
- Store secrets only in approved environment variable stores (.env.personal / Vercel env / platform secret manager).
- If a key is ever exposed in chat/docs, rotate it immediately.
Core Policy- No money is collected up front for trial applicants.
- Not every applicant is accepted.
- Fit, values alignment, and willingness to execute are required.
Minimum Acceptance Criteria- Has a clear business/personal growth goal for next 90 days.
- Agrees to weekly action commitments and check-ins.
- Open to honest feedback and accountability loops.
- Demonstrates respectful communication.
- Can commit minimum participation: weekly call + 2 check-ins/week.
Automatic Rejection Criteria- Wants “done-for-you results” with no personal execution.
- Shows repeated blame/no-ownership behavior during application/interview.
- Disrespectful/toxic communication.
- Attempts to sell unrelated offers into ARC from day one.
- Severe mismatch with ARC values (Authenticity, Responsibility, Courage).
Screening Workflow- Applicant submits form (goal, blocker, current routine, why ARC now).
- Tag in CRM as arc_trial_applicant.
- Run quick fit review using scorecard below.
- If unclear, run 10–15 min fit call.
- Decision within 48 hours: accept / conditional accept / reject.
- Update CRM tag: arc_trial_accepted / arc_trial_rejected.
- Send decision message template.
Fit Scorecard (0–2 each, max 10)- Goal clarity
- Execution readiness
- Ownership mindset
- Communication quality
- Cultural fit with ARC values
Decision rule: 8–10 accept, 6–7 conditional accept, 0–5 reject.
Conditional Acceptance RuleConditional acceptance can be granted if applicant agrees to explicit expectations (attendance + check-ins + behavior standards) during trial.
Decision Message Templates- Accept: "You’re approved for ARC’s 2-week trial. No payment is due up front. Here’s your start link + next steps."
- Conditional: "You’re approved conditionally for a 2-week trial. Here are the exact expectations to stay in good standing."
- Reject: "Right now, ARC is not the best fit for your current needs. If this changes, you’re welcome to reapply later."
QA Checklist- [ ] Application reviewed within 48 hours
- [ ] Scorecard completed and logged
- [ ] Decision + rationale saved in CRM
- [ ] Correct decision message sent
- [ ] Tags updated correctly
EscalationIf an applicant is high potential but borderline fit, escalate to Ryan for final decision.