Free resource / Checklist
Ready to automate your membership renewals?
Assess your processes with a practical checklist for associations and chambers of commerce.
30 checkpoints · 6 topics · Free PDF
Six areas to review
Identify what needs attention before automating your renewals.
Member data
Contact details, expiry dates and statuses.
Renewal rules
Reminders, fees and exceptions.
Communications
Emails, personalization and confirmations.
Billing and payments
Invoices and online payments.
Accounting and reporting
Membership revenue and financial reports.
Member experience
A simpler journey and better retention.
A practical tool to get started
Set your priorities to reduce administrative work and simplify renewals.
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