Grow your membership.
Keep the members you have.
Built from the same system that grew one association from 4,000 to 9,000+ members — in a shrinking market.
PRODUCT DESCRIPTION
Membership is the lifeblood of your association. But most associations manage it reactively — chasing renewals, running the same recruitment campaigns, wondering why retention is stuck.
I spent 18 years managing membership operations at ISSA. During that time, we grew from 4,000 to over 9,000 members — in a distributor market that was actively shrinking. I've also lifted membership retention from the mid-70% range to over 90%. That didn't happen by accident.
This playbook gives you the full membership operations system — acquisition, onboarding, engagement, retention, and win-back. It's the most comprehensive thing I've built, and it's the one I'd hand to myself on day one.
Built from the same system that grew ISSA from 4,000 to 9,000+ members. Covers acquisition, onboarding, engagement, retention, and win-back — start to finish.
WHAT’S INSIDE
01
Membership acquisition strategy framework and outreach campaign templates
02
New member onboarding sequence — first 30, 60, and 90 days
03
Member engagement touchpoint calendar with timing and channel guide
04
Retention risk scoring system — identify at-risk members before they lapse
05
Early renewal campaign framework and communication templates
06
Win-back sequence for lapsed members — what works and what doesn't
07
Membership data audit checklist — clean your database the right way
08
KPI dashboard template — the 8 membership metrics that actually matter
09
Annual membership survey framework with question bank
10
Board reporting template for membership health
Who This Is For
Built for the people running membership, not just overseeing it.
➜ Association executives responsible for membership growth and retention
➜ Membership directors inheriting a program that needs a reset
➜ Small associations where the ED is also the membership team
➜ Organizations that grew fast and now have a retention problem
➜ Anyone preparing a membership strategy presentation for their board
FORMAT & DELIVERY DETAILS
● Format
PDF · Instant digital download · Print-friendly
Final price $147
Flagship — documented results justify a premium price.
FAQ
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Real results. The system in this playbook is what I used to grow ISSA membership from 4,000 to 9,000+ members and lift retention from the mid-70s to over 90%
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This playbook is software-agnostic. It covers strategy, process, and communication — not a specific platform.
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The playbook works for both. Core membership operations principles apply across association types.