Good practice for brokers

Welcoming new members

A warm start helps new members make their first exchange.

The first few weeks decide whether a new member stays. A friendly broker makes a big difference.

When you approve someone

• Approve new members promptly. People lose interest if they wait.
• Send a short welcome message. Press Send Message from their row in Members.
• Offer a phone call or a meeting if they would like help getting started.

Helping them take their first step

• Help them add a clear profile and one or two listings: something they can offer and something they would like.
• Suggest a simple first exchange with a friendly, experienced member.
• Tell them how hours work: one hour given earns one hour to spend.

Following up

• Use Onboarding to see where new members get stuck.
• Check the Onboarding incomplete and Never logged in tabs in Members every week.
• Add a note with the category Onboarding when you contact someone, so other brokers know.

Do not rush people. Some members take a while to feel confident. A kind word often matters more than any feature.

This is done on the main website. The accessible site does not have this page.

More guides in this topic

• A simple daily routine for brokers
• Helping members exchange time fairly
• Helping members stay safe
• Keeping members' information private

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