Onboarding — 1891 Organizations

10.1 The 14-day standard onboarding

Fourteen days. Every step, who owns it.

Day	Who	What happens
1	You + Anthony	30-minute kickoff call. We confirm the basics — your domain name, your colors, what your member list looks like, when you want to go live.
1	1891	We set up your site, your data store, and both meeting modules. You don't have to do anything. We send you the login link when it's ready.
2–3	You	Send us your logo, your color palette (or pick from our presets), your bylaws or charter, your officer list, and your current member spreadsheet.
3–4	1891	We apply your brand — logo, colors, typography — and check every screen for accessibility contrast. We import your member list and show you a preview before anything goes live.
5	1891	Preview site goes up at a private link. You log in with a one-tap email link. Click through every page. Try every officer screen. Try every member screen.
6–7	You + Anthony	Two rounds of changes. Most boards don't need a third.
8	You + Anthony	60-minute officer training call. We walk through the member roster, the broadcast composer, the dues screen, the events screen, both meeting modules — Parliamentarian and Town Hall — and the minutes editor.
9–11	You	Soft launch. Invite ten trusted members. Send a test broadcast. Run a test RSVP. Run a test dues payment. Run a test session on whichever meeting module your plan includes — Parliamentarian, Town Hall, or both.
12	You + Anthony	Dress rehearsal for your first real meeting. We run a fake meeting with two friends and three phones. This is what they see.
13	1891	Production launch. We point your domain at the live site. Every link works. Your 404 page is real. We watch the logs.
14	You	You send the launch broadcast — "Our new site is live." Anthony stays on standby for the day in case anything wobbles.

Day 1, the first login

Here's what your first login looks like.

We send you a link. You click it. You're in. No passwords to remember, no app to install, no security questions about your first pet. Every member gets the same one-tap login from day one.

The summary

Five phases. Roughly three days each.

Day 1: Kickoff call

30 minutes. Scope, domain, brand, target launch date.

Days 2–4: Setup and brand

We stand up your site, apply your colors, import your member list.

Days 5–7: Your review

Preview site goes up. You click around. You tell us what to change.

Days 8–11: Officer training + soft launch

60-minute training. Invite ten trusted members. Test everything.

Days 12–14: Production launch

Dress rehearsal. Domain swap. Launch broadcast. We stand by.

The free tier

Smaller board? You can be live in 90 minutes.

Free-tier customers skip the kickoff call. You sign up with just your email, click the link we send you, and walk through the same setup wizard your officers will use every day. Most free-tier boards are live in 90 minutes. No human required — but a human is one email away if you want one.

Start free See the tool catalog

10.3 Public Sector

Named implementation lead. Written project plan. 30-day acceptance test.

State agencies, school districts, and large national associations get a named implementation lead, a written project plan, a signed agreement (sample below), and a 30-day acceptance test against a written checklist. These onboardings usually run 30 to 60 days because your procurement, legal, and IT review cycles dominate the calendar — not the work on our side. We respect those cycles. We show up to the meetings.

Section 11 — The playbook

What we do, what you do, what gets handed over.

Activity	1891	You
Setting up your site from the template	Owns	—
Standing up the hosting, the data store, both meeting modules	Owns	—
Your domain name	Configures it and points it	You own the registrar account (the place you bought the domain)
Your own payment processor for dues	Walks you through the setup, step by step	You own the payment-processor account and the bank account behind it
Member data	Imports it, runs a preview, audits for duplicates	Hands us the spreadsheet, signs off on the import
Brand (logo, color, typography)	Applies it, checks contrast for accessibility	Sends the logo or picks from our presets
Bylaws, accessibility statement, mission text	Renders it onto your pages	Hands us the text
Officer training	Runs the 60-minute call	Up to five officers attend
Soft launch test	Stays on call, watches the logs	Invites ten trusted members, runs test broadcasts, RSVPs, payments
Production launch	Runs the launch, confirms every link works	Sends the launch broadcast to your members
Platform upgrades (security, captions vendor, design refreshes)	Owns — we upgrade once, every customer gets it	Reads the upgrade note in your email, does nothing
Day-to-day running of the organization	Available for support, never touches your operations	Owns. You run the organization. We run the software underneath it.

By the end of onboarding, you own: your domain, your data, your payment-processor account, your member list, your content. We own: the code, the design, the vendor relationships, the security baseline, the upgrade path. If you ever leave us, you walk away with a spreadsheet export of every record and a static archive of every published page within seven business days.

Appendix B — Sample agreement

What a Complete-tier agreement looks like.

Here's a representative Statement of Work for a Complete deployment. Numbers in italics are the line items we adjust per customer.

1. Parties

1891 Organizations LLC (Frederick, Maryland) and your organization.

2. Scope

Setup, branding, member data migration, and officer training for the 1891 Organizations Complete plan, including both meeting modules — Parliamentarian and Town Hall — and the live captions package.

3. What we deliver

A branded production site on your domain.
The member dashboard, officer console, and both meeting modules, all accessible at your domain.
Your member list, imported, deduplicated, and signed off.
Your own payment processor connected; your first dues period configured.
Your officer team trained (up to five officers) in a 60-minute session.
A soft-launch test run with ten trusted members.
The production launch broadcast, sent by you, with us on standby.

4. Timeline

14 calendar days from the kickoff call to the production launch — assuming you send us your brand assets, your member list, and your payment-processor authorization within the first three days.

5. Fees

Complete subscription: $149 / month (or $1,490 / year if paid annually — that's two months free).
Member-data migration: $500 one-time.
Custom brand pass: $1,500 one-time.
Your first month of Complete is waived as part of onboarding.

6. What we need from you

Send us your brand assets and member list within three business days of the kickoff call.
Name one primary contact we can reach by email.
Show up to the kickoff call, the two review rounds, and the 60-minute officer training.
Authorize the connection to your own payment processor.

7. How we know we're done

The production launch is the trigger. You have seven days after launch to write up a punch list of anything that doesn't match the deliverables above. We fix it at no extra charge.

8. Length and cancellation

Monthly subscription — cancel any time and we send you your data export. Annual subscription — cancel mid-year and we refund the unused months, minus any onboarding-fee allocation already credited.

9. Who owns what

You own: your domain, your data, your payment-processor account, your content, your member data.
We own: the platform code, the design system, the vendor agreements, the security baseline.
Either of us can walk away at any time. If you go, you walk away with a spreadsheet export of every record and a static archive of every published page within seven business days.

No automated drip. No sales sequence. One person in Frederick reads every form and replies within one business day.

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Fourteen days from kickoff call to live launch broadcast.