This guide will walk you through the steps to onboard a student from the point where you receive the name and email address of a new student to the point where the student is ready to book their first lesson. We can broadly break down the process into the following steps:
- Connect with the new student
- Make optional gear recommendations
- Schedule a setup session
- Encourage student to install app prior to setup session
- Help student install JamKazam app
- Help student configure gear
- Check that student’s gear works properly in a session
- Familiarize student with key app features they will use while in lessons
- Send email with student help docs link
In general, steps 1 through 4 can be handled through brief email exchanges. The two goals of these first four steps are to: (a) build rapport and keep the student excited and engaged; and (b) make sure the student has all the gear they will need for a successful setup/test session. Following is a single slide that summarizes the gear needs/options in one place as a reminder/map.
Steps 5 through 8 are handled within a single online session, up to 1 hour in length, that is scheduled by mutual agreement of the consultant and student. The three goals of the setup/test session are to: (a) help the student configure their audio, video, and Internet for the JamKazam app; (b) make sure the student's gear works properly in an online session; and (c) help the student get comfortable with the most important features they'll be using before, during, and after lessons.
Immediately after successfully onboarding the student through the online session, the consultant should send email #5 (step 9 of this guide) to the student. This gets the student the help docs that will guide them to find a teacher they like, book their first lesson, and join that lesson when it's time to start.
As the consultant guides each student through the onboarding process, it is also important that the consultant update a student tracking application with the status each step of the way through. Here is a link to a guide on how to use this student tracking application.
Following are more detailed descriptions, steps, and resources that consultants may use as guides through these steps.
Here is a link to the template for this first email, with instructions at the top of the email template above the horizontal separator line.
If a student has the 4 minimum system requirements, or has the minimum requirements plus some or all of the optional gear, and is ready to go, then you may skip this step and go on to the next step: Schedule Setup Session With Student, immediately following this step.
If a student expresses an interest in learning more about either Ethernet adapters and cables, or audio interfaces or adapter cables, then following are links to email templates you may customize and send to the student:
- Email template for optional gear for students on Windows computers
- Email template for optional gear for students on Mac computers
Instructions for these email templates are at the top of each template above the horizontal separator line.
Here is a link to the email template for kicking off the scheduling discussion, with instructions at the top of the email template above the horizontal separator line.
It obviously may require a little bit of back-and-forth emails to settle on a day and time that works both for you and the student. We recommend that once you settle on a day/time, you send a Google calendar invitation to the student to nudge them to put the appointment on their calendar so they don't forget and no-show your session. Or at least ask them to put the appointment on their calendar during the email exchange.
Here is a link to the email template that encourages the student to download and install the app prior to your session, with instructions at the top of the email template above the horizontal separator line.
When you have the student on the phone, you should ask them if they have already downloaded and installed the JamKazam application onto their computer. If they have, then you can skip ahead to the next section: Help Student Configure Gear.
If the student has not already done this, then instruct the student go to www.jamkazam.com/downloads in their browser, and then walk them through the instructions in this help article to download and install the JamKazam application on their computer.
If the student installs the app successfully but cannot sign into the app because they have forgotten the email or password they used when they registered for a JamKazam account to redeem the Amazon promotional code, then:
- If they are pretty sure they know which email they used, but have forgotten their password, instruct the student to go to www.jamkazam.com/signin in their browser (not in the app). Have them click the yellow text link "Forgot Password?" under the orange Sign In button on this page. And they can use this feature to reset their password to a known value. When they have reset their password successfully, instruct them to return to the application (not the website in the browser), and sign into the application using the new password.
- If they cannot even remember what email address they used, then please end the setup session (for now), and email David at email@example.com so that we can try to salvage the situation.
- Internet - Is the student's computer connected to their home network using WiFi (wireless)? Or have they connected their computer to their home router using an Ethernet cable? If they can connect via a hard-wired Ethernet cable connection, their performance and user experience will be much better in online sessions. But if the student can't easily do this, then don't push on it too hard, as we don't want to scare the student off by pushing too hard on this point.
- Video - Is the student using a webcam that is built into their computer? This is most common. Or are they using an external webcam that connects to their computer via a USB cable or other connector? If they're using an external webcam, it it plugged into their computer and ready to go?
- Audio - What gear is the student using for audio? Are they going to use the built-in microphone and headphone jack on their computer? Are they going to use the VAlinks USB guitar cable? Are they going to use an audio interface like one of the two Behringer audio interfaces we recommend, or some other interface they already own? Make sure if they are using external audio gear that it is connected to their computer, and that their guitar (or pedal board or amp or whatever) is plugged into the gear they are using.
Depending on the type of computer and the type of audio gear your student is using, please use one of the 6 help guides below to step you and the student through the gear setup wizard.
- Windows Computer with Built-In Microphone & Headphone Jack
- Windows Computer with USB Guitar Cable
- Windows Computer with Behringer UMC202HD Audio Interface
- Mac Computer with Built-In Microphone & Headphone Jack
- Mac Computer with USB Guitar Cable
- Mac Computer with Behringer UM2 Audio Interface
Here is a link that explains how to verify that the student's gear is all working properly in a session.
Here is a link that shows how to walk the student through key features to use during lesson sessions.
Once you've finished the previous steps, the student should be ready to go ahead and book their first free lesson. There are other features the student needs to know how to use to book their lessons, join their lesson sessions when it's time for them to start, and so on.
We've crafted an email you should send to the student immediately after your onboarding session has concluded. Once you have sent the student this email, your job in onboarding the student is done, and you should report to firstname.lastname@example.org the name and email address of the student for whom you have successfully completed onboarding.