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Membership organisations: problems we solve

27 problems membership organisations bring us, each with the cause, what it costs and what we build to fix it.

Membership organisations problems

27 articles

How Do We Stop Our Professional Body's Annual Subscription Renewals Dragging On for Months?

Membership organisations

Professional bodies chase renewals for months across invoices, direct debits and employer payments. We build renewals that bill, remind and reconcile by grade.

How Do We Find Out Why Members Lapse and Win Some of Them Back?

Membership organisations

Professional bodies lose lapsed members without knowing why or asking them back. We build lapse tracking with reasons, timely contact and simple rejoining.

How Do We Stop New Membership Applications Stalling While We Wait for Certificates and References?

Membership organisations

Professional bodies stall new member applications while chasing certificates and references by email. We build an application flow that tracks every item.

How Do We Manage Members Applying to Move Up a Grade Without Starting From Scratch?

Membership organisations

Professional body grade upgrades are handled as new applications, asking members for evidence the body already holds. We build upgrades that reuse the record.

How Do We Collect Annual CPD Returns From Our Members Without Chasing Spreadsheets and PDFs?

Membership organisations

Professional bodies collect member CPD records as spreadsheets and PDFs, then chase late returns. We build an online CPD record members keep all year.

How Do We Run Our Annual CPD Audit of a Sample of Members Without It Taking Months?

Membership organisations

Professional bodies run CPD audits by emailing a sample of members and reviewing evidence by hand. We build audit selection, evidence requests and review.

How Do We Give Members CPD Credit for Our Events and Webinars Without Emailing Certificates by Hand?

Membership organisations

Professional bodies issue CPD certificates for events and webinars by hand. We build attendance capture that credits CPD records and issues certificates.

How Do We Find Out When Members Change Employer or Job Title Before Our Mailings Bounce?

Membership organisations

Members change employer and never tell their professional body, so invoices and journals go astray. We build update prompts at renewal and bounce handling.

How Do We Stop Sending the Printed Journal to Lapsed Members and Missing New Ones?

Membership organisations

Professional bodies build the journal mailing file by hand each issue, so lapsed members get copies and new ones do not. We build it from live records.

How Do We Manage Reduced Rate Subscriptions for Retired, Unwaged and Part-Time Members Fairly?

Membership organisations

Professional bodies handle reduced rate subscriptions case by case with evidence in emails. We build an application route with your criteria and review dates.

How Do We Manage Employers Who Pay for Many Members Without a Spreadsheet Per Firm?

Membership organisations

Professional bodies manage employer-paid group memberships in a spreadsheet per firm. We build an employer portal with named members, invoices and changes.

How Do We Keep Student Members When They Graduate Instead of Losing Them at Transfer?

Membership organisations

Professional bodies lose student members at graduation when their university email stops working. We build transfer prompts, email capture and graduate grades.

How Do We Check Member Rates on Conference Bookings Without Looking Up Every Delegate by Hand?

Membership organisations

Professional body conference bookings need member rate checks, employer invoices and CPD credit. We build booking that checks membership live and bills right.

How Do We Support Volunteer Branch Secretaries Running Regional Events Without Their Own Spreadsheets?

Membership organisations

Professional body branch events are run by volunteers with their own spreadsheets and email lists. We build shared branch tools for bookings, lists and reports.

How Do We Run a Call for Papers and Abstract Review for Our Conference Without an Email Inbox?

Membership organisations

Professional body calls for papers collect abstracts by email and score them in spreadsheets. We build submission, blind review and programme building.

How Do We Run Our AGM Notices, Proxy Forms and Member Votes Without Counting Paper by Hand?

Membership organisations

Professional body AGMs involve notices, eligible voter lists, proxy forms and counts done by hand. We build eligibility, online proxies and vote records.

How Do We Stop Assembling Council and Committee Papers From Emails the Night Before the Deadline?

Membership organisations

Professional body committee papers are assembled from late emails and attachments. We build a papers process with deadlines, templates and one pack per meeting.

How Do We Keep Volunteer Committee Work Moving in the Months Between Quarterly Meetings?

Membership organisations

Professional body volunteer committees meet quarterly and work stalls in between. We build a task tracker, cross-committee links and a decisions record.

How Do We Run Council Election Nominations and Ballots Without Checking Every Nominator by Hand?

Membership organisations

Professional body council elections involve nomination forms, eligibility checks and ballots run by hand. We build nominations, checks and ballot admin.

How Do We Manage Special Interest Group Membership and Mailing Lists Without Separate Spreadsheets?

Membership organisations

Professional body special interest groups keep their own lists, so members get too much or nothing. We build SIG joining, lists and mailings in one place.

Why Can Lapsed Members Still Read Our Members-Only Content While Paid-Up Members Get Locked Out?

Membership organisations

Professional body members-only areas let lapsed members in and lock paid-up ones out. We build access that follows live membership status and grade.

How Do We Match Mentors and Mentees in Our Members' Mentoring Scheme Without a Spreadsheet?

Membership organisations

Professional body mentoring schemes match mentors and mentees by hand from forms and spreadsheets. We build sign-up, suggested matches and check-ins.

How Do We Stop Member Discount Codes From Partners Being Shared With People Who Are Not Members?

Membership organisations

Professional body partner discount codes get shared online and nobody knows which members use them. We build member-only offers tied to live membership status.

How Do We Keep Track of Accredited University Courses, Their Review Dates and Visit Paperwork?

Membership organisations

Professional bodies track accredited university courses, review dates and visit panels in spreadsheets. We build a course register with reviews and uploads.

How Do We Produce Reliable Membership Numbers for Our Board Without a Week of Exports?

Membership organisations

Board reports need membership figures by grade and region, rebuilt from exports every time. We build a professional body dashboard with agreed measures.

How Do We Run Our Professional Body's Jobs Board Without Posting and Invoicing Every Advert by Hand?

Membership organisations

Professional body jobs boards run on emailed adverts, manual posting and invoices. We build employer self-service posting, payment, expiry and job alerts.

How Do We Manage Professional Exam Entries, Exemptions and Results Without Spreadsheets?

Membership organisations

Student members sit professional exams with prerequisites, exemptions and papers tracked in spreadsheets. We build entry, results release and progress records.