New Members

Setting up a new member 

When are new client joins ACT, these are the initial steps you should follow. 

  1. Find the new member’s contact details, they should already have been added to TagMin as ‘other’. 
  2. Call them and give them the good news. If you can’t get hold of them send them an email asking them to let us know if they would like to accept the offer. 
  3. Once they have accepted the offer change their status on TagMin from ‘other’ to ‘client’. 
  4. Go to the Training Team One Drive Folder and copy this checklist into the new clients notes on their TagMin Profile.
    • This allows for each step to be marked as complete, when done, with date and initial.
  5. Next, head to the New Members Welcome Pack folder.
  6. Email the client:
  7. Create their client files in ACT Docs (Clients, iCan and Self-Tapes). 
  8. Training team will then take over with arranging training. 

Training Schedule 

Homework – Getting to know the clients, watching showreels 

Trainees will be provided with a Checklist  in the to keep a record of what they’ve learned in each training session. The tick chart will be saved to the trainee’s Clients Files within ACT Docs. Trainers should ensure they know what areas the trainee still needs to work on.    

1. Zoom welcome 

2. Overview and systems 

3. Submissions – what we take out of Tagmin 

4. Bookings – what we put into Tagmin 

5. Confirming a job 


The trainee receives full instructions on how to set up a Direct Debit for paying their monthly £20 subs in their welcome email. This email also includes information on how to pay their training fee. When accepted as a full member, the refundable £100 investment fee must also be paid to DRS

When a client leaves ACT  

In this unfortunate event, find the ‘When a client leaves ACT’ doc, which can be found in the Ex Clients folder, and copy and paste into their client page. Highlight any actions you complete and set a rolling To Do as per the instructions in the document.