Introductory Pricing — Enroll Before June 30th
From Joined to Engaged is available now at our introductory rate of $37.
On July 1st the price increases to $47.
Enroll today and lock in your savings.
From Joined to Engaged is a complete, five-module onboarding system designed specifically for association executives, membership directors, and operations staff who are ready to stop losing members they should have kept. Built on more than 20 years of association management experience, this course walks you through every component of a deliberate, data-informed new member onboarding strategy — from calculating your baseline renewal rate to building the measurement system that tells you, with confidence, whether your onboarding is working.
Listen to Module 1 for Free!
From Joined to Engaged
A five-module course for association executives and membership directors ready to stop losing first-year members. Covers welcome sequence design, value activation, community connection, and measurement — with worksheets for every module and a 90-day implementation checklist. Built on 20+ years of association management experience.
5 Modules
Module Worksheets
Bonus 90 Day Onboarding Checklist
5 Modules Module Worksheets Bonus 90 Day Onboarding Checklist
You're a membership director or association executive responsible for new member experience
Your first-year renewal rate is lower than you'd like — and you're not sure why
You know onboarding matters but have never had a complete system for it
You want practical frameworks you can implement immediately, not theory
This Course Is a Fit for You If…
What You’ll Learn
Module 1: Why Onboarding is Your Most Important Retention Tool
Know Your Baseline Before you can fix your onboarding, you need to know where you're starting. In this module you'll calculate your first-year renewal rate, map every touchpoint a new member currently receives, and answer the three diagnostic questions that reveal exactly where your system is breaking down. This number — your baseline — is the foundation everything else is built on.
Module 2: Designing Your Welcome Sequence
Designing Your Welcome Sequence Most associations send a confirmation when someone joins. A confirmation closes a transaction. A welcome opens a relationship. In this module you'll build a structured 30-day welcome sequence with five deliberate touchpoints — and learn exactly which ones need a real person and which ones can be automated. Includes a Day 1 email framework you can use immediately.
Module 3: Activating Value- Moving Beyond the Benefit List
Activating Value Sending a benefits list is not the same as helping a member experience value. In this module you'll identify the one benefit that most strongly predicts renewal for your members, design your new member's first quick win, and build the onboarding survey that tells you exactly what each member needs — in their first week, before they've had a chance to drift.
Module 4: Building Community Connection Deliberately
Building Community Connection Deliberately Members don't renew because of benefits catalogs. They renew because of relationships. In this module you'll build a member ambassador program, prepare new members for their first event so they don't arrive as strangers, and design the cohort experience that creates belonging from day one — whether your association is in-person, virtual, or both.
Module 5: Measuring What’s Working and Fixing What Isn’t
Measuring What's Working and Fixing What Isn't A system without measurement is a guess. In this final module you'll define the five-engagement metrics that predict renewal, set your 30/60/90-day benchmarks, build your at-risk intervention protocol, and install the feedback loop that makes your onboarding system get better with every single cohort. This is where good onboarding becomes an excellent one.
Five video modules — watch at your own pace
Five companion worksheets — one per module, designed to build your system as you go
Bonus: 90-Day Implementation Checklist — a one-page action plan to get your system fully live
What’s Included:
Chere Williams is an Association Management Strategist with more than 20 years of experience working with nonprofits and associations across healthcare, legal, philanthropy, and professional development. She has served as a membership director, consultant, and interim executive director — and has built onboarding systems for organizations of every size. This course is built entirely from that hands-on experience.