Ron's onboarding process focuses on making new members feel immediately welcomed, valued, and clear on how to utilize their membership to the fullest.

Ron's Onboarding Process:

1. Immediate Access to Swarm: Once a member signs up via his sales page, they gain admission to "The Joint" (his Swarm space).

   

   Ron’s storefront on Swarm is clean and simple.

2. Welcome & FAQs (Start Here Page): Ron's Swarm community is minimalist, featuring a "Start Here" page with a welcome message for new members and answers to frequently asked questions. This streamlines the initial information dissemination.

   

   Ron welcomes all new members with a video message from him.

   <aside> 💡 Watch Ron’s full onboarding video for The Joint members here: https://youtu.be/PNxQlSbP__0?si=ikhM2yrrIhK4zFxk

   </aside>

3. Onboarding Call Scheduling: Members are immediately encouraged to sign up for an onboarding call (20, 40, or 60 minutes) through Acuity Scheduling, which is linked directly within Swarm. This allows members to use their included 60 minutes of live coaching.

   

   Ron embeds his Acuity Scheduling slots as a hub in Swarm for clients to book.

4. Automated Intake Forms: Via Zapier, once a call is scheduled, an intake form (powered by Fillout) is automatically sent to the new member. This ensures Ron has all necessary information before the coaching session.

5. Direct Messaging Introduction: The core of the continuous support is the direct messaging feature within Swarm. Members can send text messages, and Ron primarily responds with video messages.

   

   Ron sends direct messages to all his new members in Swarm.

6. Event Recordings: Past live Q&A sessions with Ron and guest experts are available as recordings within Swarm, providing immediate value and showcasing the ongoing benefits of the membership.

   

   Ron has a dedicated hub for all event recordings.

Why it worked for Ron:

• Simplicity and Clarity: The minimalist design of his Swarm space prevents overwhelm for new members. The "Start Here" page immediately guides them to the most important actions.
• Immediate Value Delivery: By making the live coaching calls and asynchronous messaging available from day one, members quickly experience the benefits they signed up for.
• Personalized First Touch: Encouraging an onboarding call ensures a one-on-one interaction early on, reinforcing the high-touch nature of his service.
• Seamless Integration: Using Zapier to connect Acuity Scheduling and Fillout forms streamlines the administrative burden, allowing Ron to focus on coaching.
• Video-First Approach: Leveraging Swarm's video capabilities for direct messaging makes the support feel personal and authentic, reinforcing the connection members already feel from his YouTube content.

**The whole thing about Swarm is how easy it is to share videos with people. And I'm a very video-centric person.

— Ronald Ead

Best Practices for Your Member Onboarding:

• Automate Where Possible: Use tools like Zapier to connect your scheduling, intake forms, and Swarm access. This frees up your time for direct client interaction.
• Provide a Clear "Start Here" Guide: Don't let new members guess what to do. Create a dedicated space (a "Hub" in Swarm) with welcome messages, FAQs, and clear next steps.