Start here: member welcome

Start here: member welcome

Page Library

Start here: member welcome

The first page a new member should see after joining a coaching membership or program. It welcomes them, sets out four simple first steps, plays a short welcome video from you, offers the starter downloads, lists the next live calls and points to the community spaces, so nobody wonders what to do next. Record your own video, choose your downloads and calendar on import, and set this page as the members' landing page or link to it from your welcome email.

Edit with the page builder Member onboarding Coaching For members

Shown with sample content for Clearpath Coaching. Add it to your site from Content > Page Library in your Control Panel, then make it your own.

Start here

Welcome to Clearpath Circle. We're glad you're here.

This page walks you through your first week as a member of Clearpath Coaching. It takes about 20 minutes, and you can come back to it any time from the members menu.

Your first four steps

1. Watch the welcome

A five-minute video from Dana on how Circle works and how to get the most out of it.

Watch now

2. Finish your profile

Add a photo, your role and the size of your team so other members can find people facing the same things.

Edit my profile

3. Say hello

Introduce yourself in the community and tell us one leadership challenge you're working on this month.

Go to introductions

4. Book your first call

Add the next monthly live call to your calendar. Members who attend in their first month stay twice as long.

See the dates
A welcome from Dana Whitfield (5 minutes)
A welcome from Dana Whitfield (5 minutes)

A quick hello from Dana

In this short video I'll show you around, explain how the monthly calls work and share the one habit that makes the biggest difference for new members.

Then grab a coffee and pick one thing from the starter kit below to try with your team this week. Small and consistent beats big and occasional.

Your starter kit

The tools members use most. Download them now and keep them handy.

PDF

One-on-one meeting template

A one-page agenda and question bank for weekly one-on-ones.

Download

PDF

Feedback conversation planner

Plan any feedback conversation in ten minutes with the four-step model.

Download

PDF

Delegation decision grid

Decide what to hand off, to whom and how closely to check in.

Download

Word document

First 90 Days planning workbook

Set goals for your team and yourself, and track them month by month.

Download

Upcoming live calls

Every call is on Zoom and recorded for members who can't make it live.

  • Jan14
    Circle live call: Setting team goals for the yearZoom, 11am MT

    Dana's monthly teaching call, followed by open Q&A.

  • Jan28
    Peer hot seat: Managing upZoom, 12pm MT

    Three members bring a real situation and the group helps solve it.

  • Feb11
    Circle live call: Giving feedback remotelyZoom, 11am MT
  • Feb25
    Guest session: Hiring your first team memberZoom, 12pm MT

    With guest coach Marcus Bell, former head of talent at a Denver health system.

Where the community lives

  • Introductions: say hello and meet new members
  • Ask the Circle: questions about real situations at work
  • Wins: share what went well this week
  • Book club: one leadership book every quarter
  • Replays: every past live call, searchable by topic

Need a hand?

If something isn't working or you can't find what you need, email hello@example.com and we'll get back to you within one business day. You can update your billing details or plan from your account page at any time.

Use this page

Make it yours in a few minutes

  1. Find it in your Control Panel. Go to Content > Page Library and search for "Start here: member welcome".
  2. Add it to your site. Choose a title and a department. The page arrives as a draft, with its pictures copied to your site and your site's name already in place.
  3. Change the words and pictures. Open it in the page builder, replace the sample text and images with your own, and make it live when you are ready.

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