Onboarding
Onboarding is the process of integrating new members into the association and creating awareness of how to access and avail themselves of its benefits and features. Studies have shown that successfully orienting members as to how to utilize the benefits of membership is the single greatest indicator of whether they will continue their membership in the future. As part of reaching our overall membership growth goal, we want at least 50% of our new members to open their new member welcome email, interact with a member of the Brand Ambassador Team, and/or attend a live or on-demand orientation session.
Welcome Email – Upon joining, members receive a formal confirmation and welcome email to begin to introduce them to their new membership benefits. On the following Membership Monday, they receive information on the next Member Orientation (including links to an on-demand session), as well as several other benefits of membership.
Welcome Outreach – Staff will arrange for new members to receive a welcome voicemail from the NAIFA President, alert their Chapter(s) and referrer (if applicable) so they can make contact and notify appropriate members of the Brand Ambassador Team (BAT) so they, too, can reach out and welcome new members to their NAIFA community.
Brand Ambassador Team (BAT) – Members of the BAT are passionate NAIFA enthusiasts who reach out to new members to welcome them and help them feel engaged with their new financial services community. We have traditionally sought out one BAT for each major company, but the program is growing to identify as many members as are willing to serve. We will also expand beyond the career model to include other demographics including lines of business, affiliations, or any other relevant classification.
Chapter Outreach – Chapters are strongly encouraged to develop their process to welcome their new members via direct mail, phone call, and/or email ensuring they understand that their dues include belonging to NAIFA at the national, state, and local levels - either through a Local Chapter or Affiliate. This helps them to appreciate the full breadth and depth of their membership, as well as their home in the NAIFA community.
New Member Packet – Each member receives a new member packet in the mail with an official welcome letter, a copy of the NAIFA Code of Ethics, and a lapel pin to wear proudly as their badge of membership. Receiving a membership packet provides a tangible representation of belonging.
Understanding Advocacy – An essential step of a successful onboarding, and ultimately, retention process for NAIFA is to ensure that new members understand the importance of advocacy, both in general and specifically to NAIFA. We will, in collaboration with the Government Relations Department, include the Welcome to NAIFA Advocacy video, as well as other materials to familiarize new members with the importance of supporting NAIFA's PACs and our grassroots program as part of our onboarding strategy.
Quick Links
New Member Letter Example
Welcome to NAIFA Advocacy
