Launch requirement: This operational template should be reviewed by qualified counsel for the organization’s legal entity, states of operation, tax status, insurance, and payment practices before accepting live members.
Professional standards
Act honestly, communicate respectfully, keep commitments, protect confidential information, maintain accurate credentials, and place value before selling.
Prohibited conduct
No harassment, discrimination, threats, fraud, deceptive claims, aggressive selling, member poaching, unauthorized data use, referral manipulation, false revenue reporting, conflicts of interest concealed from affected parties, or misuse of the brand.
Meeting etiquette
Arrive prepared, respect time limits, avoid interruptions, make specific asks, welcome visitors, and follow the meeting leader’s agenda.
Discipline
Depending on severity and history, enforcement may include coaching, written warning, probation, loss of privileges, suspension, removal, and referral to appropriate authorities.