test

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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Next Steps: Install the User Registration Add-On

This form requires the Gravity Forms User Registration Add-On. Important: Delete this tip before you publish the form.
Name
Email*
This will be your username
Password*

STEP 4

Join Non-CFA Phase 2

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This field is for validation purposes and should be left unchanged.
FEIN/Tax ID*
Add multiple by using the + icon to the right.
Address Associated with FEIN
Store Location(s)*
Note: If you have multiple FEINs, you will be treated as one entity based on common ownership.
Street Address
City
State
Zip Code
Total Employees
Store Opening Date
 
Employment Positions Type(s)*

In order to properly provide coverage and maintain COBRA compliance;
GIOA will need to receive your employee demographics on a weekly basis.
Members typically connect GIOA with their Payroll Provider Contact.

Payroll Provider Contact Name*

Upon submitting this form, you will soon be contacted by a GIOA Member Advocate who can answer any questions you may have about your new GIOA Membership.

NEED BLURB ABOUT DEMOGRAPHICS/CENSUS DATA - they will be directed to that (email in their inbox) after submitting this form)

Welcome to GIOA!

Check out these useful videos to learn all about your next steps and action items.

1. Your Dashboard

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2. Operator Strategy

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3. VendorBridge

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4. Add an Admin

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5. Next Steps

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