Membership renewals and a clean member list

The problem

Renewals depend on someone remembering to send reminders. The member list has duplicates, old emails and households listed three ways.

What SI does

SI reads the member list and payment records, lists members due to renew or lapsed, drafts reminders in a friendly sequence, and proposes cleanup: merging duplicates, flagging bounced emails, and standardizing names and households. Lapsed members who were active get a personal-style note for a board member to send.

Examples

The same job looks different in different businesses. These are illustrations, not client results.

• Neighborhood swim club

  Families due to renew in March get reminders, and households listed under two parents' names are merged.

• Trade association

  Lapsed member companies are listed with their last event attended, for a board member to call.

• Garden club

  Bounced email addresses are flagged ahead of the spring renewal mailing.

What it takes to set up

Member list and payment exports, and your renewal schedule. Setup is often a few days.

Try it yourself

Paste this into your SI tool of choice and swap the [bracketed] parts for your own details. It asks SI to stop and show you before it does anything.

Using the member list [file] and payments [file], list members due to renew in [period] and those lapsed. Draft a reminder sequence [timing]. Propose merges for likely duplicates, flag bounced or missing emails, and standardize household names. Pause and show me before sending, submitting, posting or changing anything.