Hallelujah ! A new applicant! Here is what to do, step by step.
Dinners and Tour
Scheduling Dinner 1
who: @MembershipOfficer, when: application received
- [ ] Send email to confirm or schedule dinner
- [ ] Set a reminder on Slack for #cooking_r for the applicant's dinner at noon
Dinners and Tour
who: @MembershipOfficer, when: during and after Dinner 1
- [ ] Give a tour of the open rooms during Dinner 1
- [ ] Send follow-up email to Applicant within 24 hours to determine interest
- [ ] If they're interested, schedule a second dinner
- [ ] Set a reminder on Slack for #cooking_r for the applicant's dinner at noon
- [ ] Send follow-up email to Applicant within 24 hours to determine interest
Deposit
Accepting the Deposit (5 minutes)
who: @MembershipOfficer, when: after applicant has demonstrated interest in moving in
- [ ] Send applicant link for deposit information
- [ ] Confirm the deposit has been received with ‣
- Lease must begin within two weeks of deposit (or date of room's vacancy if deposit is made in advance while room is still occupied)
Background Check (5 minutes)