The platformRenewals
Renewals that stop leaking.
Most lapses are not decisions. They are reminders sent to the wrong person from the wrong system. When renewals share a record with everything else, the leak closes.
What members get
- 01
One page, one button
What the membership includes, the amount, the payment method on file, and the conference registration on the same page.
- 02
Reminders that know them
Thirty, twenty-one, fourteen and seven days out, to every contact at the member organization, mentioning what the member actually uses.
- 03
Status that is true
Pay, and the directory listing, the portal and the chapter list are current at once. Nobody sees lapsed after paying.
What staff get
- 01
The leak, measured
Due, renewed by expiry, renewed within thirty days after. The gap is the leak, by month, by chapter, by category.
- 02
Invoices and payments on the record
Dues cycles, pro-rated joins, multi-year terms, chapter dues, in the currencies your members pay in. Stripe for cards, your accounting system for the ledger.
- 03
A list for the chair
Fourteen days out, each chapter chair gets the members in their group who have not renewed. A call from a peer renews more members than any email.
Renewals
Renew and register in one session.
The renewal page offers the conference on the same screen, because a member who is paying anyway will often add it, and a member sent elsewhere for it will not.
Sample data for Northbridge Alliance, a fictional association. Any resemblance to real organizations is coincidental.
Try it
- 1Your membership
- 2Invoice
Your membership
The renewal season
Thirty days of reminders that stop the moment someone pays.
One reminder at expiry, to the billing contact, is how lapses happen. Here the sequence goes to every contact, a peer makes the call that email cannot, and paying ends it at once.
30 days out
A reminder to every contact at the member organization, mentioning what they actually use
21 days out
A second reminder, with the conference on the same page
14 days out
Each chapter chair gets the members in their group who have not renewed
7 days out
A last reminder before the membership lapses
Expiry
Renewed within thirty days after still counts, and the leak is measured
Paid at any point: the sequence stops, and the directory, the portal and the chapter list are current at once.
Sample data for Northbridge Alliance, a fictional association.
AI in this module
Renewal risk, flagged before it lapses.
On the same record and permissions as the rest of the platform. Nothing reaches members without a person, unless you decide a step is safe to automate.
How AI works across the platformA risk list, weeks early
Members who stopped logging in, skipped the conference or left a request unanswered appear on a list before their membership expires.
Reminders that sound like a person
Each reminder mentions what that member actually used this year. Staff approve the wording once; the details fill themselves in.
The leak, explained
A monthly summary of why members lapsed, drawn from cancellation notes and activity, by chapter and category.
What it replaces
Out goes the spreadsheet of who has paid.
Today
In your platform
Today: Renewals in one tool, invoices in another
In your platform: Dues, invoices and payments on the member record
Today: One reminder at expiry, to the billing contact
In your platform: A thirty-day sequence to every contact, from the real record
Today: A spreadsheet of who has paid
In your platform: A live number: due, renewed, at risk
Also in the platform
What a renewal updates.
- CRMOne record per member organization and person, with everything that happens to it.Open
- Member portalDesigned like a consumer product, so members log in because it is useful.Open
- DirectoryBuilt around how your members find and work with each other.Open
- EventsConference and chapter registration on the member's own account.Open
- WebsiteThe public site and the portal from the same system, so nothing disagrees.Open
Stop sending reminders to the wrong person.
Start with a three-week audit: every tool mapped, a blueprint and a fixed quote. No demo, no sales deck.