Action Ticket

TK113 - TOP Networking: This is the process I want for VISITOR to MEMBER

Priority
L
Request

Flow Chart of Visitor to Member

Involves the following Automated Messages:

  1. EMAIL TO VISITOR - CONFIRMATION OF ATTENDANCE TO 1st MEETING - Attendance booked  - Includes Dates and Times of Meeting Booked
  2. EMAIL TO ATTENDANCE CONFIRMATION - 1st Meeting- New Visitor to Chair, Hello@topnetworking.co.uk and Franchisee for Stating VISITOR Details, Date and Time Chosen and Club
  3. EMAIL REMINDER - 2 Days Before Meeting to VISITOR
  4. EMAIL TO VISITOR AFTER ATTENDING MEETING - 1st Meeting - Thankyou - Consider Joining - Invite to Second VISIT - Link to Auto book 2nd meeting
  5. EMAIL REMINDER 2 days before meeting - knows in text 2nd Meeting
  6. EMAIL TO VISITOR AFTER ATTENDING MEETING - 2nd Meeting - Thankyou - Consider Joining - No invite to 3rd meeting as VISITOR! - Links to JOIN HIGHLIGHTED
  7. EMAIL TO MEMBER - NEW MEMBER - CONGRATULATIONS - Contains Member Details, Club Details, Payment Confirmation Code and login details and next meeting details. Should also contain a Outlook Calendar link so the member auto attaches to their diary the meeting every 2 weeks 
  8. EMAIL of NEW MEMBER CONFIRMATION TO chair, hello@topnetworking.co.uk and Franchisee
  9. EMAIL TO ALL MEMBERS of Specific Club of New Member Joined. get to know them. Include Links to profile and ability to contact through website.

 

VISITOR TO MEMBER Flow Chart


Owner: Richard Frazor
Date Created: 09 January 2024
Approved Date: 10 January 2024
Postponsed: No
Completed Date: Not Complated
Date Closed: Not Closed

Quote: n/a
Deposit Required: No
Date Billed: Not Billed

Approved
TimeSheet
Notes
Uploads
Date Person Details Total Time
There are no timesheet records for this action.
An error has occurred. This app may no longer respond until reloaded.