(Demo) An Introduction to the Member Panel

00:00:00:00 – 00:00:30:12
Mark Harari
Hello Roundtables. Mark here with a quick walkthrough of your member panel and everything Roundtables on our websites. We have RemodelersAdvantage.com, which you’re very familiar with, and I wanted to, let you know that there’s also there’s a few websites. The actual store is technically a separate website. Your portal at Roundtables.Remodelersadvantage.com is a different site.

00:00:30:13 – 00:00:54:16
Mark Harari
We do have single sign in, so you should only have to log in once and you’re logged in everywhere. If you move back and forth through sites, but when you’re at, remodelers advantage com or Roundtables that remodelers manage that com or whatever. Once you log in, you’ll see on the left side of the page, the member panel.

00:00:55:00 – 00:01:16:03
Mark Harari
And this member panel here will follow you around as long as you’re logged in. Any pages you’re visiting on our site, if you’re logged in. The member panel is on the left. If you’re on mobile, it’ll be, a little bit lower on the right hand side of your mobile device. Clicking this brings out the member panel, and this is navigation just related to your membership.

00:01:16:05 – 00:01:40:08
Mark Harari
So I wanted to walk through this with you really quick. On a quick side note. If for those of you that don’t know, in the lower, right corner, yeah, right corner of your screen, is a little cogwheel. You can click on that and change the speed of this replay. So, 1.25, 1.5. You can make me speak faster.

00:01:40:10 – 00:02:09:01
Mark Harari
Okay. So, this is your member navigation panel. Again, whatever website you’re on of ours. You should be able to access this and it’s organized under into these, simple levels. The meeting preparation, resources specific to your group and membership tools. We also have the partner marketplace link here. Which is a place I’ll take you to that really quickly.

00:02:09:03 – 00:02:34:13
Mark Harari
If I click on it, the partner, it’s it’s our partners, in crime, so to speak. Our partners want to provide, services to you, our members. Member. Love partners are the ones that will provide a special discount or offer to Roundtable’s members. So you could sort by, member Love Partners by clicking on that.

00:02:34:17 – 00:02:58:14
Mark Harari
And of course, you can also search by category. For whatever you need and see what our partners are offering to you. So, back to the member panel, and I’ll touch on this one too. Our help page is a, I chat bot. It’s trained on everything. Us. So you can ask it anything you need for help.

00:02:58:16 – 00:03:22:04
Mark Harari
And, if you do need to contact us down here is, contact staff member link and a link to our knowledge base, which is, just a whole web area full of, FAQs that you can search on your own. This is a different, site. So it opened in a new tab, which is not on our site.

00:03:22:04 – 00:03:41:03
Mark Harari
That’s why you don’t see the member nav on the left there. But. So back to this meeting preparation. I’m going to walk you through it real quick. This is everything to do with your roundtable’s meeting coming up. The first one is to confirm attendance. All you have to do is click that button to confirm, and you’ll be registered for your meeting.

00:03:41:04 – 00:04:08:14
Mark Harari
And that gets you on the manifest and all that. If you have dietary restrictions, you can tell us here. If not, leave it blank. Don’t even do anything there. If you clicked that by mistake or or something happened, you won the Mega millions and you’re moving to Barbados with your half $1 billion. You can unregister by clicking undo here.

00:04:08:15 – 00:04:29:14
Mark Harari
Your to do list checklist. This is on the Roundtables portal. We always recommend doing everything for your meeting via your to do list, so that you don’t miss a step, and you stay organized. And you know what your deadlines are, and you have links to everything you need. If you’re a case study host, you’ll have a case study to do list.

00:04:29:15 – 00:04:56:06
Mark Harari
And the meeting prep to do list is for all Roundtables. Members and tells you when your, packets are due here and such and just working through the to do list. You’ll see here in, step three and step four. These are, really your high impact things you got to do. I do have. Quick links to those direct steps here.

00:04:56:08 – 00:05:21:13
Mark Harari
Upload company docs and submit your company data. Quick links here, just to save you time. If you’re coming in and out, you don’t have to go to your to do list. But don’t disregard your to do list. Please. Your travel details is also in here under this meeting prep list. And that’s just this page that tells you where your meeting is, when it is, who your facilitator is, when your arrival day is.

00:05:21:15 – 00:05:57:05
Mark Harari
You can click the links for, bio on your facilitator, the closest airport, booking link for your room. You would click there and that’s your travel details. Again, these are two quick links to those, commonly used items in your meeting prep, uploading documents in this. And the leader board, is easily accessible here. The live meeting dashboard is actually where, your prepared meeting, items are.

00:05:57:07 – 00:06:22:17
Mark Harari
When your meeting is up and available, there will be the agenda here. This is a sample and all the resources you need for the meeting over here. So you could do this leading up to the meeting. And while you’re at the meeting, a quick link to your commitments. Our standards. This is not a link right now, but once the book is complete, we’ll have the link there, and you can click on it to access the PDF.

00:06:23:01 – 00:06:46:15
Mark Harari
The zoom link for your meeting. That will be a link when you have a meeting that’s live and ready to go and our eval and such. So, for those of you that remember on board, this is the new experience from that old platform we used to use.

00:06:46:16 – 00:07:07:10
Mark Harari
And that should be everything under you can see here. Attendance confirmed checkmark because I did confirm that. The next item is your group resources. This is just a direct link to your commitments and micro boards. Link to email your group. You probably have it saved in your inbox, but you can also, click here to email them directly.

00:07:07:12 – 00:07:42:17
Mark Harari
And the composite report dashboard, which is that, community wide dashboard. You get some data comparing yourself to other members of the community. And remember, tools actually should just show that. So this will allow you in here. And then you could, select the company that, you are wanting to see, the data for. Okay.

00:07:43:00 – 00:08:10:10
Mark Harari
Member tools, you got your account page and in the my account page, that’s where you can, update your password if you need to. You can see your PSC transaction history, update payment methods, the typical stuff that you would expect on a my account page. Payment methods would be here, changing. You know, you can make something a default change it.

00:08:10:11 – 00:08:31:01
Mark Harari
And, ach payment bank information there. Your addresses, your PSC history and all that. And also just a general order history, with links to the invoices and transactions.

00:08:31:02 – 00:09:07:17
Mark Harari
Your membership badge. I highly recommend checking it out. Getting a badge on your page. It’s a great resource for you to show your membership to Remodelers Advantage Roundtables. And, if your clients, your homeowners, your prospects, they click on that link or you send them to that link, it explains what makes you, head and shoulders above the rest of the remodelers in your area because you are part of this wonderful community.

00:09:08:01 – 00:09:34:07
Mark Harari
So I highly recommend, downloading your member badge. You grab your link over here. And this is the link. You should copy and paste and make your badge link to because that will show. Let me just show you a quick, it verifies that you are an active member of the community. And, I’m seeing that because it’s my page.

00:09:34:08 – 00:09:50:10
Mark Harari
This is what homeowners would see. So, grab your member badge, link to your page and use it as a great differentiator in your market.

00:09:50:12 – 00:10:12:04
Mark Harari
Membership directory and our staff directory are both here. We often get questions to do. We have a member in, Nashville. Is do we have any members? You guys can go look on your own. You go to the member directory, you can search by, state by whatever. And find members, reach out to them directly, email them whatever you need to do.

00:10:12:05 – 00:10:34:07
Mark Harari
Sometimes members are visiting an area, and they think they might want to stop by and check out one of our, other members while they’re there. So, use the membership directory. Use the staff directory, to find the information. Contact information. You need. We have an events calendar for our upcoming events. You can refer members and help us grow our awesome community.

00:10:34:07 – 00:10:55:15
Mark Harari
The bigger the community, the bigger the brain trust, the more power we have. And, this is where we have the, employee access to university. So you would click there for that. And of course, the private Facebook group. It’s great to reach out to your members in your group, email them, ask questions, and get the support of your group.

00:10:55:17 – 00:11:21:00
Mark Harari
But sometimes you want to get, input from the community at large. And the Facebook group is a great place to post your question. And see what the entire community is doing. That’s a quick walkthrough of your member panel. Again, it follows you around as long as you’re logged in any website or any webpage, you’re on the web.

00:11:21:02 – 00:11:47:14
Mark Harari
The member panel will be on the left, and it should get you quick access to everything you need to be able to grow your business and have fun. All right. Thank you guys. If you have any questions it’s Mark at Remodelersadvantage.com. As always you can email the membership department membership at remodelersAdvantage.com, which is always a good one because multiple people get that one.

00:11:47:15 – 00:11:57:06
Mark Harari
And we can get back to you quicker if, a lot of people are seeing it. So, thanks and have a good day.