Renewals That Run on a Schedule
Renewal dates, early sequences and self-service payment.
Industries Associations
Website and CRM Setup for Associations
Member records in spreadsheets, renewals chased by hand, and no view of who is lapsing.
What You Get
Three Things That Change
One Record per Member, Not Three
Membership, events and email in one place, so the numbers agree.
Lapse Risk You Can See Coming
Engagement scored, so drifting members show up while there's time.
Why Now
A Membership Organization Is a Subscription Business Run Without Subscription Tooling.
Nobody fully trusts the data. Members still expect to log in once, register easily and renew without calling.
What We Find
The Same Four Things, Almost Every Time
Years of Duplicates
Imports and manual edits pile up until nobody trusts the figures.
Renewal Is a Manual Chase
Someone runs a report and chases by hand, every cycle.
Events Off the Record
Event registrations never reach the member's record.
Friction at Renewal
Members hit friction at the worst moment: a second login or a stale price, right at renewal.
How We Fix It
The Work, In Order
- Deduplication and a written data standard so the record stays clean
- Membership system kept as the source of truth for status, dues and eligibility, with the CRM as the engagement layer
- Renewal sequences that begin well before expiry, with self-service payment
- Event registration written back onto the member record
- Engagement scoring to surface lapse risk early
- Single sign-on wherever the stack allows it
- Monthly reporting on retention, engagement and dues revenue
Tools InvolvedHubSpot AMS integration Make Zapier Stripe
Configurations
Set Up on Your Platform
The same business, set up on Wild Apricot, MemberClicks or HubSpot. Pick yours to see the setup and the price.
Wild Apricot
For the small association whose member records live in spreadsheets: dues, renewals, events and the portal in one system.
See the Wild Apricot SetupMemberClicks
For the association with committees and a community, where the AMS holds the member and HubSpot holds the prospect.
See the MemberClicks SetupHubSpot
For the association that has outgrown its AMS's reporting, or has none: the member as a contact, dues as deals, renewals as workflows.
See the HubSpot SetupNobody Trusts the Numbers, and Everyone Has Different Ones
That is the problem worth fixing first, because every other decision depends on it.
Free Company Audit
Find Out Where You Stand
- 01Fill In the FormTwo minutes. No login, nothing installed.
- 02We Score Eight ThingsWhat customers can see, against the top three nearby on Google Maps.
- 03You Get Your Score CardAnd what to fix first. Free, in two to three business days.