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How to onboard members with bi-weekly or monthly check-ins?

If your member is active and going directly from weekly check-ins into

  • Bi-weekly check-ins, the app will automatically set the first check-in 14 days from the final weekly check-in 
  • Monthly check-ins, the app will automatically set the first check-in 28 days from the final weekly check-in 

If your member is returning to a Bi-weekly or Monthly check-in after having been inactive: 

  • Accept the new member in your assignment bucket 
  • Onboard the new member with a video and/or phone call 
    • Have a conversation about how this will be different now 
      • Less check-ins, less accountability 
      • More responsibly, higher expectations 
      • Importance of reaching out for help between check-ins 
  • Set their start date and first check-in dates based on program: 
    • Aim to set the first check-in as close to 14 days as possible (+/- 1-2 days) for bi-weekly 
    • Aim for as close to 28 days (+/- 1-2 days) as possible for monthly  
  • Reach out 1 or 2 days after onboarding the member to make sure they are feeling prepared, supported, and confident. 
  • Conduct a 1 week “check-up” to reach out and ask questions about how things are going and if they’re still feeling confident and capable and prepared for this new membership program.  
    • Look into their app (and tell them you did) to make sure they’re entering information in daily 
      • If they’re following through and logging as you instructed them too, thank them and let them know you took a look and noticed they’re meeting expectations 
      • If they’re not entering info in, encourage them to do so  
        • Aim for 30 seconds each morning to register sleep and daily morning bodyweight (when applicable)  
  • Continue with personalized coach-initiated member reach outs a minimum of once every two weeks