Coordinate member onboarding
Orchestrate the signed member’s billing, account, access, space, orientation, and welcome dependencies with a human owner checking exceptions before the first day.
| Field | Value |
|---|---|
| Business area | member-service |
| Primary role | community-manager |
| Frequency | event-driven |
| Privacy sensitivity | high |
| Security sensitivity | high |
| Compliance review | needed |
Trigger and handoff
Trigger: An authorized agreement is signed and the start date is confirmed.
Inputs
- Approved agreement
- Member and company contacts
- Product and start-date requirements
Outputs
- Owned onboarding checklist
- Ready services
- Recorded orientation and unresolved exceptions
Current manual methods
- Email chain
- Copied checklist
- Separate account creation by each team
Human judgment and approvals
-
Interpret nonstandard terms and member needs
-
Decide whether unresolved dependencies permit a safe start
-
Approval: Functional owners approve their provisioned service; general manager accepts material readiness exceptions
Failure modes
- A changed start date does not reach all owners
- Access is created from unapproved sales notes
Success metrics
- Members have usable approved services by agreed start
- Exceptions are visible and owned before arrival