Consulting for membership organisations.
The niche requirements of industry membership organisations like trade associations are different to other small businesses. We help them run their organisation and keep up with the technical systems they need.
Areas we know well
Members, leads & CRM
Current member status, who might join, and information about each member company.
- Company and contact CRM
- Join applications and eligibility
- Prospective member tracking
- Member directories and profiles
- Staff and secretariat profiles
- Multiple logins per organisation, with roles
Subscriptions & invoices
Tracking upcoming renewals, payments and invoices.
- Subscription invoicing
- Payment processing and accounting
- Renewal tracking and reminders
- Follow-up on unpaid renewals
- Tiers, fees and joining charges
- Invoice generation
Member area & paid content
Easily manage paid content for members: reports, training, standards and paid analysis.
- Private member portals
- Knowledge sharing and forums
- Training and CPD content
- Codes of practice and guidance
- Document libraries and briefings
- Access by membership tier
Events & conferences
Industry gatherings with programmes, registration, sponsors and attendance records.
- Conference and roundtable programmes
- Registration and capacity
- Speaker and sponsor packages
- Award ceremony voting and results
- AGM and committee meeting organisation
- Issue tickets to members' employees
Voice, press & partnerships
How the association speaks for the industry, and who it works with.
- Public association website
- Member and stakeholder mailing lists
- Press contacts and media bookings
- Rapid responses to press enquiries
- Policy positions and consultation responses
- Partnerships with sister and overseas associations
Secretariat, roles & sign-off
How a small office runs: enquiries, permissions, and who can sign off on what.
- Member enquiry handling
- Named roles for membership, finance and comms
- Multi-level sign-off processes
- Committee and board documents
- Handover when staff change
- Reporting on membership, renewals and events
Running a membership organisation?
Describe the problem and we will suggest a sensible next step.