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29 Jan 2024

Onboarding Is Where Advocacy Begins

Jim Wacksman

Most associations treat onboarding like paperwork. Welcome email. Login credentials. Maybe a webinar replay.

That is administration. It is not formation.

If you want evangelists, the first 90 days matter more than the next three years.

Because identity forms early.

The First 90 Days Decide Everything

New members are asking three questions, whether they say it out loud or not:

  1. Did I make the right decision?
  2. Do these people represent me?
  3. Is this worth my time and money?

If those questions are not answered quickly and clearly, passivity sets in, and once a member becomes passive, they rarely become an advocate.

The window is short. Use it.

Onboarding Should Build Identity, Not Just Access

Most onboarding focuses on features:

  • How to log in
  • Where to find resources
  • How to register for events

That is necessary. It is not sufficient.

Formation requires something deeper:

  • A clear explanation of the mission
  • A visible introduction to leadership
  • A demonstration of impact
  • A personal touchpoint

Members should not just learn how to use the association. They should understand what they just joined.

Create Early Wins

Advocacy grows from momentum.

In the first 30 days, give new members a reason to feel progress.

Examples:

  • A short welcome video from the CEO
  • A quick-start checklist
  • An invitation to a small group or committee
  • A spotlight opportunity
  • A personal outreach call

Early engagement builds emotional investment.

Silence builds distance.

Show Them the Impact

If members cannot see what the association is doing on their behalf, conviction never forms.

Onboarding should clearly answer:

  • What are we actively working on right now?
  • What have we accomplished recently?
  • How does that affect you?

This is where consistent video updates are powerful. A short, direct message that communicates timely wins reinforces value quickly.

New members should see momentum.

Momentum builds belief.

Make It Personal

Automated systems are efficient. They are not memorable.

If possible:

  • A board member sends a welcome note
  • Staff reach out individually
  • A peer ambassador makes contact

Even one personal touchpoint can shift perception from transactional to relational.

And relationships create loyalty.

The Leadership Discipline

Onboarding is not an administrative task.

It is a growth strategy.

Boards should ask:

  • Do we have a defined 90-day roadmap?
  • Do new members clearly understand our mission?
  • Are we creating early engagement?
  • Are we measuring onboarding activation?

If you want members to invite others, they must first feel certain about their own decision.

Evangelists are formed early.

Onboarding is where advocacy begins.

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