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Associations · Configuration

Associations on MemberClicks

For the association with committees and a community, where the AMS holds the member and HubSpot holds the prospect.

The Stack

What Runs Where

10 layers, with MemberClicks holding the record. Everything else is either switched on inside it or connected to it.

Reasoned from the pattern; no association engagement has been delivered yet.

System of record
MemberClicks
Members, dues, events, committees and the community.
Intake
MemberClicks forms
Join, renew and register on the record.
Dues
MemberClicks
Billed and renewed on a schedule.
Events
MemberClicks
Registration, payment and attendance on the record.
Community
MemberClicks
Committees and member-only content in one place.
Fills the gap
HubSpot free tier alongside
Follow-up sequences, marketing and reporting across everything the platform does not do. Starts free.
Payments
Stripe or QuickBooks
Dues and event fees posted once.
Mail
Google Workspace
One domain, one mailbox structure, staff mail on the record.
Visibility
Google Business Profile
Kept current for the members who search for the office.
Reporting
One retention report
Renewals, lapses and engagement by segment, monthly.

What We Switch On

Inside MemberClicks

  • Membership types and renewal rules
  • The renewal sequence with the human touch on the last step
  • Event registration and attendance tied to the record
  • Committee and community structure that matches the bylaws
  • Retention and engagement reporting
  • HubSpot alongside for prospect follow-up and the reporting the AMS does not do

What it does not do. MemberClicks holds the member; prospect follow-up and cross-system reporting sit in HubSpot alongside it.

The Path

One Job, Start to Finish

The join

A join becomes a member record with the level, the dues and the source.

The dues

Billed on a schedule; the renewal sequence starts sixty days out.

The event

Registered and paid on the record; attendance tracked.

The lapse

Caught by the sequence, then by a person, before it is final.

The report

Retention and engagement the board can read in a page.

Connections

What We Wire In

Payments

Dues and fees posted once

Google Workspace

Staff mail on the record

Reporting

The monthly retention report

What It Costs

The Standard Build

The platform holds the job but not the follow-up, so a general CRM sits alongside it: the Standard Build.

Every line is priced on its own: the website, the Build and each connection. What each contains is on the Set Up and Connect pages.

The Build, Standard$7,000

Three weeks. CRM only, never discounted.

The Website$3,500

$2,500 on the Growth or Operate Plan. From the template, live in two weeks.

Typical first engagement$12,750

$11,750 on a plan. The website, this Build and the connections above.

Platform licenses are billed by the vendor, not by us. We configure what you already pay for before recommending anything new, and we hold no partnership or reseller relationship with MemberClicks or any platform named here.

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