New Team Leader - Systems


Using systems to bring consistent training to our new team members would be grrreat. Here's how I welcome new recruits! This is just one way, so find what works best for you and your team and be consistent.

Welcoming System

o Click here for a complete video overview of this system.

Click here for a pdf of my seven emails. Click here for Word doc of emails.

o (Day 1) Click here for Video #1 - send ASAP in welcome email:

(Here's my welcome email, short and sweet! All of the emails are like this, except email #2, which just has the ID# and links, no video. Email #2 is sent on Day 2.)

** About 20-30 minutes after sending Email #1, call and personally welcome your new team member, and let her know to check her Spam folder if the first email didn't make it to her inbox (that's your 'reason to ring!'). **

o (Day 3) Click here for Video #2 - send in third email, day after you send ID#

Click here for Video #3 - end of first week (this starts my automation in Mail Chimp, so the remaining emails are sent automatically one week after the next. See the Mail Chimp video below to learn how to set up your own automated emails!)

o Click here for Video #4 - end of second week

o Click here for Video #5 - end of third week

Click here for Video #6 - end of first month



Useful Tools

o Don't Let Them Off the Hook - (60 min. video training by Beth York) excellent for promoting OUT leaders! Click here for the mp3 version (great for listening to in the car on your phone!)

o Setting Up Mail Chimp 1  (the free way) - video by Executive Team Leader Suzanne Mosley (7 min.)

o Setting Up Mail Chimp 2 (another awesome way) - video Executive Team Leader Carrie Geitner (23 min.)

Time Trade - online scheduling service

o Acuity Scheduling - online scheduling service with survey

o Calendly - online scheduling service

o Wufoo - free online surveys

o Mail Chimp - automated emails/newsletters

o Cinch Share - automated FB posting (great for team pages!)


Hope this has been helpful! You can do this, friend!