Current Notes:
- Payment needs to be discussed & finalized by the team/board
- likely moving outside of first form
- Malone mentioned we don’t want to charge anybody before they get a quote – discuss assoc pmt concept
- Also likes the idea of combining associate phases into 1
- Ben – figure out how to pull appropriate data from interest form into their actual submission/join flow – FIX: have user create account at interest form level
- TEAM – Build out visual membership flow chart based off of the below flow (more details in “GIOA Expansion Notes” Google Doc) – can use Google Drawings – (requires sign in) – https://docs.google.com/drawings/
Below is the original Non-CFA Join Form (id =29)
After submitting interest form:
Confirmation thank you – potentially has zoom/calendly link to schedule call with Jamie Grace.
Email notification sent – WIP
Welcome/Discovery Call happens
Follow Up Email after call: “Here are the steps to join” that include a link to have them login and directs them to step 2 (single step form)
– automated – JG or Maddy on call can pull up prospects profile, and depending on what they check it will automate email send (Affinity vs AHP, Can enroll Now vs Wait til OE) – talk through whether this is in Salesforce or WordPress – no matter what, WP remains the source of truth – integration must go both ways
STEP 2 – Health Insurance Election & Enrollment Eligibility – CHANGE:
This single step form will actually be filled out by team member (JG/MM) leading welcome call. Depending on answers, it gives the team member a confirmation with a link to automate the correct email communication – IF NOT ELIGIBLE UNTIL ENROLLMENT, WE TELL THEM THEY WILL JOIN AS ASSOCIATE UNTIL OE AND COMMUNICATE THEIR HEALTH INSURANCE WILL BEGIN [INSERT DATE] – IF THIS, WE WILL GO AHEAD AND DIRECT THEM TO PHASE 2/CENSUS DATA GATHERING
End of STEP 3 – (CONFIRM: remove pmt until last step/quote acceptance) full stop – confirmation is thanks we’ll be in touch with quote
STEP 2 OR STEP 3 – REMAINS AFTER WELCOME CALL – Easy/Quick Join – We’re proposing to have payment here.
not taking money until quote accepted, unless they don’t want health insurance and then payment will be after phase 2 form skipping health data
Join Non-CFA Phase 1
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STEP 4
Join Non-CFA Phase 2
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