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      1. WorldVia Travel Network Help Center
      2. Member Success

      Launchpad - Internal FAQ Sheet

      General 
        1. The Launchpad is the steps prospective members take to become full members. It predicates the Launch Sequence. Members are taken to the launchpad after they complete checkout from worldviatravelnetwork.com/plans page.  
        2. New Member Workflow.vsdx 
        3. Launchpad Navigation: Welcome | Identity | Live Tour | Company Docs | Agreements 
        4. After members complete the Live Tour registration step in the Launchpad, they will have Training status UNTIL
          • They complete the Launchpad steps
          • They attend a Live Tour orientation session (Abhinay)
          • AND their background check is run and approved (Mariah)
          • AND they complete the Passport Course: Launch Sequence
        Launchpad
        1. Welcome 
          1. Includes list of Launchpad Checklist steps. When a step is complete, the text on the Welcome page will turn green and there will be a check next to it.  
          2. Includes a welcome video.
        2. Identity 
          1. Verify Identity 
            • Verified through stripe.  
            • Members cannot move on to Background Check Authorization until they complete the stripe verification and are approved.  
            • If stripe verification is failed, an automatic email will be sent to support@worldvia.com with "New Member Stripe Verification Failed: [FIRST NAME] [LAST NAME]" subject line.  
              • Support will reach out to the member to let them know the next steps. If the member thinks it's a mistake, they can try again in the Launchpad. 
          2. Background Check Authorization 
            • Background check is not run until Agreements Step is complete.  
            • Triggers an automatic email to member with copy of the document.
            • Members cannot move on to Live Tour until they complete the authorization form. 
        3. Live Tour 
          1. This step encourages the member to sign up for a Live Tour orientation session.  
          2. Includes a video of Jason. 
          3. After this step is completed, members are automatically moved to Training status. They can view a limited WorldVia PRO. Learn more about Training User Visibility.
            • Next button becomes available after link to register is clicked. We do not currently have a way to verify that users attended the Live Tour. 
          4. Company Docs 
            • Includes a video from Jason explaining the documents. 
            • Upload W2
              • Only available for Individual Plan members.
              • Required.
            • Upload Entity Certificate of Formation 
              • Visible for all plans except Individual Plan.
              • Triggers an automatic email to member with copy of the document. 
              • Users can skip for now and upload it on their account page.
                • Members will not receive a commission payment until all launchpad documents are uploaded. They check checkbox acknowledging this when they skip a step.
            • Upload IRS EIN Letter 
              • Visible for all plans except Individual Plan.
              • Triggers an automatic email to member with copy of the document. 
              • Users can skip for now and upload it on their account page.
                • Members will not receive a commission payment until all launchpad documents are uploaded. They check checkbox acknowledging this when they skip a step.
          5. Agreements 
            • Performance Guaranty: Member Agreement 
              • Once user clicks Save, they will need to check box with the text below. Then they can sign and click next. 
                1. I, [NAME], agree and understand that all electronic signatures are the legal equivalent of my manual/handwritten signature, that I intend to sign and agree to this agreement, and I consent to be legally bound to this agreement. 
              • Triggers an automatic email to member with copy of the document. 
            • Banking  
              • This is the account information we will use to pay members commission. If they want to change the credit card they use for their membership payments, they have to change that in their profile in WorldVia PRO. 
              • Once user clicks Save, they will need to check box with the text below. Then they can sign and click next. If they already signed the other agreement, their signature will carry over.  
                1. I, [NAME], agree and understand that all electronic signatures are the legal equivalent of my manual/handwritten signature, that I intend to sign and agree to this agreement, and I consent to be legally bound to this agreement. 
              • Triggers an automatic email to member with copy of the document. 
                • Users can skip for now and add their banking information on their account page.
                  • Members will not receive a commission payment until all launchpad documents are uploaded. They check checkbox acknowledging this when they skip a step.
          6. Launch 
            • Includes video.
            • Triggers an automatic email to member welcoming them to t Network anWorldVia Travel explaining they are still waiting for their background check. 
            • Once all 5 documents and stripe verification are complete, support@worldvia.com will receive an email with subject line "Signed Member Agreement Document: [DOCUMENT NAME]" to begin background check. After background check is process, if approved (and if Live Tour requirement is complete), agency services will manually change the user’s status from training to active.  
              • Another automatic email will trigger to members when their status changes from Training to Active.