Author: Eduardo Medina
Reviewer:
Description: Registration process for the BDB Mastermind, from first contact to full member.
Software/links: Mailchimp.com, Docusign, FB Group, JavierHinojo.com
Tags in Mailchimp: BDB Lead, Waiting review, Approved lead, Preknight, Premember, Knight.
Legend: “Tags”, {Emails templates}.
Steps:

1. Contact receives link javierhinojo.com/mastermind.
2. Contact fills form and submit it.
3. Aut. decision: Depending on the answer to the question “Do you have 22k to invest?” of the mastermind form: If yes then go to next step. If not then go to step 24.
4. Aut. tag: Lead is tagged “Waiting review”.
5. Aut. email: Email with link for the applicant to schedule an interview wit CEO (through calendly).
6. CEO approves or rejects lead. If approved go to next step for PREVIEWS or to step 15 for KNIGHTS. If rejected go to step 25.
7. Manually tag contact “Approved for Preview” in Mastermind audience. 
8. Aut. email: Contact receives email {BDB Preview payment link} with the payment links from Stripe.
9. Payment by lead.
10. Once the payment has been done, Stripe will send a notification email.
11. a) Send Agreement in Docusign. b) Tag contact as “Preview“. c) request partners (if any) names , emails and phone numbers.
12. Aut. email:  {BDB Welcome preview} email is send to the Preview. Go to step 27.
13. Manually tag contact “Approved for Knight” in Mastermind audience. 
14. Aut. email: Contact receives email {BDB Knight payment link} with the payment links from Stripe.
15. Payment by lead.
16. Once the payment has been done by the lead, Stripe will send a notification email.
17. 1) Send Agreement in Docusign. 2) Collect partners (if any) contact info and register in Mastermind audience. 3) Program subscription in Stripe for both (1k-12months for main partner).  4) Tag contact as “KNIGHT“. 
18. Aut. email:  {BDB Welcome Knight} email is send to Knight, the email include a link to create her/his account in the knightbook and the invite for the private FB group. 
19. Knight submits BIO form to create account in knightsbook and have access to dashboard. Also requests access to FB group.
20. a) Executive assitant approves FB group request to join or send reminder. b)Web developer receives a notification email, check knight information in Mastermind audience and approves.
21. Aut. email:  Knight receives email notification about the activation of his account and login info.  Go to step 27.
22. Aut. tag: Lead is tagged “Not qualified“
23. Manually tag lead as “Not qualified“
24. Aut. email: Lead receives {Not qualified} email.
25. END

GLOSARY
Approved for Preview: Has been approved to be a Preview but hasn’t paid yet.
Preview: A member that has paid (1k) for limited access and the right to attend to 1 Mastermind event.
Approved for Knight: Has been approved to be a Preview but hasn’t paid yet.
Knight: A full member for a year, has access to 4 mastermind events, the knightsbook and FB group. It paid 10k as initial payment and 1k for 12 months.
Ex-preview: Already assited to 1 mastermind event as a preview, can’t be a preview again. If it wants to assist again must pay full membership.
Honorary: Special invites that don’t pay a membership.