Forms Academy Onboarding Workflow

A clear 12‑month journey from first contact to renewal. Families know what to expect. Staff know what to do. Automation handles the routine and preserves the personal touch.

  1. 1

    Ad to Engage

    Trigger

    Parent taps an ad or referral link and submits interest.

    • Auto-send scheduling link.
    • Confirm by email and SMS.
    • Reminder 24 hours before visit.
  2. 2

    Attend Training

    Event

    Family visits training. Staff records basic notes for follow up.

  3. 3

    Immediate Follow Up

    24 hours

    Personal thank you plus a clear offer that matches the player’s level.

  4. 4

    Register

    Action

    Family completes registration and receives:

    • Welcome packet and checklist.
    • Training kit order link.
    • Slack or Mighty Networks invite.
    • Roster and league placement info.
  5. 5

    2–3 Week Check-In

    Touchpoint
    • Training kit received?
    • Roster and league confirmed?
    • Community access complete?
    • Preview what to expect.
  6. 6

    6 Week Survey

    Feedback

    Gather early feedback on improvement and experience.

  7. 7

    3 Month Check-In

    Milestone

    How is the player progressing? Adjust expectations and training as needed.

  8. 8

    6 Month Upsell

    Growth
    • Futsal
    • FAST
    • Residency
    • Player Evaluation
  9. 9

    9 Month Relationship Building

    Touchpoint

    Check in on improvement and survey family satisfaction.

  10. 10

    11 Month Resell

    Renewal

    Provide evaluation recap and offer renewal options.

Tip: This workflow can be automated via Jotform, Zapier, Slack/Mighty Networks, and CRM integrations.