Signing the contract is exciting -
But…
What happens next?
Who’s involved?
How fast does this actually move?
And what exactly are we supposed to do this week?
If you’ve implemented new technology in a membership organization before, you may be bracing yourself for a slow ramp, vague timelines, and weeks of “getting organized” before anything tangible happens.
That’s not how it should work.
The first seven days after signing with Betty are intentionally structured to remove ambiguity, build momentum, and get everyone aligned—without overwhelming your team.
Think of Week One as the foundation: clear owners, clear inputs, and a clear path forward.
Here’s exactly what to expect.
Day 1: Welcome to the Partnership (and Yes, We Mean Partnership)
Shortly after signing, you’ll receive a welcome email that does three important things:
This is not a “thanks, we’ll be in touch sometime” message. We’re off and running.
Inside that email, we’ll:
There’s a reason we’re specific here. Momentum matters early, and everything that follows gets easier when Week One is used well.
Days 1–3: Watch the Onboarding Intro Video
We promise this is not a “play in the background while answering email” kind of video.
In under nine minutes, it explains:
By the time you finish the video, you should be able to answer:
We’ll ask during the Content Mapping Call whether participants were able to watch it. Not as a gotcha—but because teams that watch it together ask better questions and make faster decisions.
Days 2–5: Complete the Betty Project Onboarding Worksheet
This is the single most important artifact in your first week.
The onboarding worksheet is not busywork—it’s how we translate your goals and content landscape into a concrete implementation plan.
You’ll be asked to provide:
A few important notes that reduce friction later:
Many teams complete this worksheet more efficiently by meeting briefly internally and filling it out together. That’s often the moment when ownership becomes clear and assumptions get surfaced early.
Days 4–7: Scheduling and Preparing for the Content Mapping Call
Based on your responses (and what we learned during the sales process), we:
This is why the worksheet deadline matters. The more complete it is, the more valuable that first working session becomes.
What the Content Mapping Call Is (and Is Not)
It is:
It is not:
During the call, we’ll:
This is where uncertainty turns into a plan.
Owners, Roles, and Why They Matter (Early)
The fastest launches always have two clearly named roles by the end of Week One:
Sometimes this is the same person. Often it’s not. What matters is that both roles are explicit.
When these roles are clear early, projects move. When they’re ambiguous, everything slows down.
A Quick Reality Check (and Reassurance)
You do not need:
You do need:
Week One is about alignment and momentum, not perfection.
The Big Picture: Why This First Week Matters
Teams that launch quickly don’t do more work—they do the right work earlier.
By the end of your first seven days, you should have:
From there, ingestion, testing, and launch preparation can run in parallel instead of sequentially.
Your Week One Checklist
☐ Read the welcome email
☐ Watch the onboarding video
☐ Share resources with your internal team
☐ Complete the onboarding worksheet within 7 days
☐ Identify a project owner and content champion
☐ Schedule and prepare for the Content Mapping Call
That’s it. No mystery. No waiting.
Final Thought: This Is a Partnership, Not a Handoff
From day one, this is a shared effort. We bring the framework, experience, and guidance. You bring the institutional knowledge and priorities. When both sides show up early, momentum compounds fast.
Week One sets the tone—and we’re excited to get started with you.
Let’s build something great.