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Company Profile
1
Membership180 was launched April 1, 2012 out of what we felt was a real
need in the membership business. Over the last five years, Chambers of
Commerce have been forced to look at themselves with new eyes. They
have had to look directly and intently at exactly what value they offer to
the membership. They have had to come to terms with the reality that it’s
not enough anymore to just host great networking events, they MUST be
engaging in specific ways that meet the needs of the entire business
community even if they AREN’T members of the Chamber. They have had
to realize that engagement does NOT equal participation. Conversation
after conversation with colleagues resulted in the knowledge that bringing
in new members but not getting to the bottom of why they came to the
table and losing them again in twelve months, was an outdated model and
that it was time to turn in a new direction.
Membership180 brings a diverse set of skills to the table for your
organization. Jay Handler has a significant background in sales,
marketing and social media and has spent the last five years as a trainer,
consultant and speaker in the Chamber and non-profit space on these
topics and many others. He has built a consultancy based upon content
and education that provides real solutions to Chambers around the world
looking for sustainable growth.
The Membership180 goal for a campaign is not to recruit a huge number of
new members and then leave you to deal with them. We are heavily
invested in helping you bring them in, but also in arming your team, from
professional staff through volunteers, so that when the campaign is
complete you know EXACTLY what needs to be done to retain them as
permanent members of your organization. It's the difference between
renting members for a year (fundraising) and long-term, sustainable
growth!! It’s a triple bottom line; recruitment, engagement and retention!!
CampaignAtAGlance
Discovery
Once the contract is executed we begin the process of getting to
know you. We use Asana for our project management and provide
you with a list of documents to upload that will help us with this
discovery. This includes campaign goals, retention rate,
membership demographics (geography and industry),
achievements, annual report, penetration rate, identified
industry targets, and so on.
First Visit
Our first on-site visit is approximately 6-8 weeks out from
the campaign. At this visit we want to meet with your
Board, Staff, your recruited Campaign Chairmen and your
communications staff along with a newly formed team of
“Communications Ambassadors”.
Second Visit
Our second on-site visit is approximately 3-4 weeks out
from the campaign. At this visit we will have our Captain’s
meeting, Ambassador training (they will serve as “runners”
for the campaign) and we’ll meet again with staff. The staff
meeting will focus on the actual campaign process and go
over individual roles and tasks leading up to and then during
the event.
Event Week
Tuesday and Wednesday of event week is divided into four
calling shifts. Each of these shifts starts with a training
session for volunteers. On Thursday morning we host an
Engagement Workshop with staff, Ambassadors,
Membership Committee, and interested Board members.
The remainder of the day is spent with runners collecting
final payments and delivering packets. We conclude the
event at 4:00.
2
ROI
A campaign customized for YOUR chamber,
inspired and empowered staff, more engaged
volunteers and new members who stay
members!!!
Campaign Structure
3
Each campaign, regardless of size, is organized in the same manner. Once your
contract is signed and your goals have been established, we will work with you to
determine the number of volunteers it will take to succeed.
You will recruit Shift Chairmen who will lead their team throughout the process
AND during the actual shift they have chosen to work. The number of Chairmen we
need will depend on goals established for the campaign. The estimated conversion
rate we use is about 1.2 new members per volunteer. Over recruiting by AT LEAST
20% is a must to compensate for last minute absences. This ALWAYS happens. So
we take the goal number divide by 1.2 and then multiply by 20% for a realistic
number of volunteers. NOTE: If you do not follow this formula and the total
volunteers for a shift are fewer than 25, your estimated conversion rate
will go down to .85 new members per volunteer.
For Example:
You have a goal of 200 new members.
We need AT LEAST 166 callers for the event to reach the goal.
Over recruit by 20% for an additional 33 callers.
This gives us a total of 199 recruited volunteers (they WILL NOT all show up).
There are four, three-hour shifts.
Below is a generic flow chart for each shift. If you have more than one Chairman
and if you over recruit at the other levels, the numbers will change accordingly.
Shift Chairman Recruits
5 Team Captains
TOTAL Volunteers: 5 (per Chair)
Team Captains Recruits
5 Team Members Each
TOTAL Volunteers: 25 (per
Chair)
Total Shift Volunteers =31
(Chair + Captain + Team)
(Multiply this by 2 if you have 2 Chairmen for
each shift)
4
RolesandResponsibilities
CHAMBER
• Visible, engaged CEO.
• Assign staff to roles outlined in manual.
• Determine a goal for the campaign (Goal = “X”).
• Recruit and manage total number of volunteers determined by the
campaign goal (Volunteer Total = “X”/1.2).
• Print and supply all materials as outlined.
• Providing adequate facilities with outlined parameters for all
designated events.
• Make travel arrangements for M180 team.
• Follow M180 manual guidelines.
Membership180 Team
• Provide a manual and ongoing communication regarding tasks and
timeline as described in the manual.
• Conduct campaign meetings and provide training to include:
Discovery phase; analysis and conversations with organization
CEO and leadership .
First visit meetings with the Board of Directors, Staff and
Chairmen, set up Communications Ambassador Team.
Second visit meetings with Staff, Ambassadors, Chairs and
Captains.
Three day campaign.
Engagement Workshop (day 3).
• Provide CHAMBER with follow up report.
• Follow up calls to check on post campaign results and goal
activity.
Fee Structure
5
Client is responsible for all Membership180 team travel expenses (air fare, hotel,
car rental; or mileage reimbursement for drivable destinations, at the federal
rate of 56 cents/mile)
Revenue share paid at the end of the campaign is 33% of total revenue.
Your fee includes:
Program customized to your organization
Board presentation
Staff training
Volunteer training
Development of a “communications ambassador” team
Ambassador training
Engagement Workshop
Final Report with campaign results and workshop details and goals
Follow up support from Membership180 team
Retention Packages
At Membership180 we believe in helping you keep the new members you are recruiting
during your campaign. It is typical that if you retain a member for three years you
are positioned to keep them long term. With that in mind we offer a one or two year
partnership to assist you in that success!!!
Plan A: Additional 3% (total 36% of total revenue at the end of the campaign) +travel
Includes:
Regular follow up on retention goals with membership staff during the 8 months
following the campaign.
9 months after membership campaign, Membership180 team returns for a retention
event before the campaign recruits first renewal.
Plan B: Additional 5% (total 38% of total revenue at the end of the campaign) +travel
Includes:
Regular follow up on retention goals with membership staff during the 8 months
following the campaign.
9 months after membership campaign, Membership180 team returns for a retention
event before the campaign recruits first renewal.
Continued follow up with membership staff.
21 months after membership campaign, Membership180 team returns for a
retention event before campaign recruits second renewal.
In addition to expenses the client is responsible for a minimum of $5000 on the
campaign. A $2500 deposit is invoiced along with the contract. This deposit is
subtracted from your final invoice at the end of the campaign.
Whichever program you choose, your percentage is calculated on the campaign
and an invoice issued at the end of day three for your payment. The Chamber
is not responsible for any commission on members that come in after the
campaign. With the retention packages you basically have M180 on retainer
for the length of your contract per the outline above at no additional cost
except for travel.
This is a sample timeline. We establish this timeline with the Chamber when the contract is
signed. The design of the meeting schedule is determined by what works best for each
organization.
EVENT TIMELINE DATE TIME ATTENDEES
Discovery Begins with
execution of
contract.
Ongoing Via Phone/email/support
documents
CEO
M180 Team
First Visit May 14, 2014 8:30-9:30
10:00-11:00
11:30-1:00
1:00-2:00
BOD
Chamber Staff
Chair Meeting
Chairmen, Chamber Staff,
CEO
Communications team,
Campaign Program Mgr.,
Communications staff
member
Second Visit June 2 , 2014 8:30-10:00
10:30-11:30
12:00-1:00
Captain Meeting
Chairmen
Captains
Chamber Staff, CEO
Ambassador Training
Campaign staff (Chamber +
M180)
working lunch
Event Day 1 & 2 June 17-18,
2014
Shift 1:
8:30-11:30
Shift 2:
1:30-4:30
Shifts made up of Chairmen,
Captains and their teams.
Ambassador runners for
each shift.
Event Day 3 June 19, 2014 9:00-10:30
Runner Shift 1:
10:30-1:00
Runner Shift 2:
1:00-4:00
Engagement Workshop
Ambassadors
Staff
Membership Committee
Interested BOD members
Ambassador Runners
continue to pick up
remaining payments and
drop off new packets in
shifts.
Final Report Two weeks
following
campaign
Emailed to
Chamber CEO
for
dissemination
M180
7
Retention
We believe that the actual campaign is only the beginning of this
process. We want to see you keep the members you have recruited
during the campaign. Sustainable growth does NOT happen if you keep
filling a rusted bucket with holes in the bottom. In order to set you on
the path to engaged (and retained) membership, we host an
Engagement Workshop at 9:00 am on the third day of the campaign.
We spend about an hour and a half helping your Board, your staff and
your ambassadors commit to a plan…a working ENGAGEMENT plan!
This is truly one of the most powerful components of the campaign.
Who Attends?
• All Staff
• Ambassadors/Diplomats
• Membership Committee
• Interested Board Members
What do we cover in the workshop?
• What do we currently do for retention?
• What are we willing to do to keep them engaged?
• What does engagement mean?
• Who is responsible for membership retention?
• Are we effectively using collected data?
• What’s missing?
• What are industry best practices?
• What are our top priorities going forward?
We wrap all of the work from this event into your final report and then
in three months we are on the phone with you to make sure you are
working the plan!
8
AddedValue
Recruitment Strategy
We employ a strategy that we feel creates a culture for success in your
campaign. We want volunteers reaching out to existing connections, but we
supplement that work when we ask staff to generate a spread sheet of
businesses that should be members, but currently aren’t. This list may already
exist or be in process. We take your spreadsheet to the Captain’s meeting and
have them rate their connection to the owner or decision maker of businesses
they recognize on the list. We then take that list and assign the volunteer who
has the strongest relationship to make the call on that prospect. This list is
protected in the weeks leading up to the campaign allowing them time to work
on their assignments. Anything not completed by the actual campaign will be
opened up at that time.
Communications Ambassador Team
This has become a very successful tool for our clients. We coach you through
recruiting a team of professional communicators and story-tellers in your
community who can take the Chamber’s message and share it in their own
voice, which broadens your footprint in the community!
Return on Investment is Multi-level
• Your message is articulated to Board, Ambassadors, Staff and volunteers.
• There is a renewed sense of pride and ownership in your Chamber.
• A huge group of volunteers are educated on just what your Chamber does
for your community and efforts that support and encourage a healthy
local economy. Many of these volunteers had absolutely NO idea.
• We have seen anywhere from 40 to as high as 70% of campaign
volunteers who have never worked for the Chamber before.
• Volunteers share this message that now has new meaning to them, with
hundreds of area businesses.
• We collect volunteer data and you are left with a new pool of volunteers
for your program of work.
• We collect all leads with the volunteer caller’s information attached. This
allows you to go back to these as HOT prospects. We have left as many
as 200 of these lead sheets after a campaign.
9
ClientReferences
Past Campaigns:
Todd Murphy, President/CEO
Jefferson Chamber of Commerce
3421 N. Causeway Blvd., Suite 203
Metairie, LA 70002
todd@jeffersonchamber.org
(504) 835-3880
Doug Peters, President/CEO
Abilene Chamber of Commerce
174 Cypress St
Abilene, TX 79601
doug@abilenechamber.com
(325) 677-7241
Tony Howard, President/CEO
Loudoun County Chamber of Commerce
19301 Winmeade Dr
Suite 210
Lansdowne, VA 20176
thoward@loudounchamber.org
Office (571) 209-9020

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Membership180 campaign description 2015

  • 1. Company Profile 1 Membership180 was launched April 1, 2012 out of what we felt was a real need in the membership business. Over the last five years, Chambers of Commerce have been forced to look at themselves with new eyes. They have had to look directly and intently at exactly what value they offer to the membership. They have had to come to terms with the reality that it’s not enough anymore to just host great networking events, they MUST be engaging in specific ways that meet the needs of the entire business community even if they AREN’T members of the Chamber. They have had to realize that engagement does NOT equal participation. Conversation after conversation with colleagues resulted in the knowledge that bringing in new members but not getting to the bottom of why they came to the table and losing them again in twelve months, was an outdated model and that it was time to turn in a new direction. Membership180 brings a diverse set of skills to the table for your organization. Jay Handler has a significant background in sales, marketing and social media and has spent the last five years as a trainer, consultant and speaker in the Chamber and non-profit space on these topics and many others. He has built a consultancy based upon content and education that provides real solutions to Chambers around the world looking for sustainable growth. The Membership180 goal for a campaign is not to recruit a huge number of new members and then leave you to deal with them. We are heavily invested in helping you bring them in, but also in arming your team, from professional staff through volunteers, so that when the campaign is complete you know EXACTLY what needs to be done to retain them as permanent members of your organization. It's the difference between renting members for a year (fundraising) and long-term, sustainable growth!! It’s a triple bottom line; recruitment, engagement and retention!!
  • 2. CampaignAtAGlance Discovery Once the contract is executed we begin the process of getting to know you. We use Asana for our project management and provide you with a list of documents to upload that will help us with this discovery. This includes campaign goals, retention rate, membership demographics (geography and industry), achievements, annual report, penetration rate, identified industry targets, and so on. First Visit Our first on-site visit is approximately 6-8 weeks out from the campaign. At this visit we want to meet with your Board, Staff, your recruited Campaign Chairmen and your communications staff along with a newly formed team of “Communications Ambassadors”. Second Visit Our second on-site visit is approximately 3-4 weeks out from the campaign. At this visit we will have our Captain’s meeting, Ambassador training (they will serve as “runners” for the campaign) and we’ll meet again with staff. The staff meeting will focus on the actual campaign process and go over individual roles and tasks leading up to and then during the event. Event Week Tuesday and Wednesday of event week is divided into four calling shifts. Each of these shifts starts with a training session for volunteers. On Thursday morning we host an Engagement Workshop with staff, Ambassadors, Membership Committee, and interested Board members. The remainder of the day is spent with runners collecting final payments and delivering packets. We conclude the event at 4:00. 2 ROI A campaign customized for YOUR chamber, inspired and empowered staff, more engaged volunteers and new members who stay members!!!
  • 3. Campaign Structure 3 Each campaign, regardless of size, is organized in the same manner. Once your contract is signed and your goals have been established, we will work with you to determine the number of volunteers it will take to succeed. You will recruit Shift Chairmen who will lead their team throughout the process AND during the actual shift they have chosen to work. The number of Chairmen we need will depend on goals established for the campaign. The estimated conversion rate we use is about 1.2 new members per volunteer. Over recruiting by AT LEAST 20% is a must to compensate for last minute absences. This ALWAYS happens. So we take the goal number divide by 1.2 and then multiply by 20% for a realistic number of volunteers. NOTE: If you do not follow this formula and the total volunteers for a shift are fewer than 25, your estimated conversion rate will go down to .85 new members per volunteer. For Example: You have a goal of 200 new members. We need AT LEAST 166 callers for the event to reach the goal. Over recruit by 20% for an additional 33 callers. This gives us a total of 199 recruited volunteers (they WILL NOT all show up). There are four, three-hour shifts. Below is a generic flow chart for each shift. If you have more than one Chairman and if you over recruit at the other levels, the numbers will change accordingly. Shift Chairman Recruits 5 Team Captains TOTAL Volunteers: 5 (per Chair) Team Captains Recruits 5 Team Members Each TOTAL Volunteers: 25 (per Chair) Total Shift Volunteers =31 (Chair + Captain + Team) (Multiply this by 2 if you have 2 Chairmen for each shift)
  • 4. 4 RolesandResponsibilities CHAMBER • Visible, engaged CEO. • Assign staff to roles outlined in manual. • Determine a goal for the campaign (Goal = “X”). • Recruit and manage total number of volunteers determined by the campaign goal (Volunteer Total = “X”/1.2). • Print and supply all materials as outlined. • Providing adequate facilities with outlined parameters for all designated events. • Make travel arrangements for M180 team. • Follow M180 manual guidelines. Membership180 Team • Provide a manual and ongoing communication regarding tasks and timeline as described in the manual. • Conduct campaign meetings and provide training to include: Discovery phase; analysis and conversations with organization CEO and leadership . First visit meetings with the Board of Directors, Staff and Chairmen, set up Communications Ambassador Team. Second visit meetings with Staff, Ambassadors, Chairs and Captains. Three day campaign. Engagement Workshop (day 3). • Provide CHAMBER with follow up report. • Follow up calls to check on post campaign results and goal activity.
  • 5. Fee Structure 5 Client is responsible for all Membership180 team travel expenses (air fare, hotel, car rental; or mileage reimbursement for drivable destinations, at the federal rate of 56 cents/mile) Revenue share paid at the end of the campaign is 33% of total revenue. Your fee includes: Program customized to your organization Board presentation Staff training Volunteer training Development of a “communications ambassador” team Ambassador training Engagement Workshop Final Report with campaign results and workshop details and goals Follow up support from Membership180 team Retention Packages At Membership180 we believe in helping you keep the new members you are recruiting during your campaign. It is typical that if you retain a member for three years you are positioned to keep them long term. With that in mind we offer a one or two year partnership to assist you in that success!!! Plan A: Additional 3% (total 36% of total revenue at the end of the campaign) +travel Includes: Regular follow up on retention goals with membership staff during the 8 months following the campaign. 9 months after membership campaign, Membership180 team returns for a retention event before the campaign recruits first renewal. Plan B: Additional 5% (total 38% of total revenue at the end of the campaign) +travel Includes: Regular follow up on retention goals with membership staff during the 8 months following the campaign. 9 months after membership campaign, Membership180 team returns for a retention event before the campaign recruits first renewal. Continued follow up with membership staff. 21 months after membership campaign, Membership180 team returns for a retention event before campaign recruits second renewal. In addition to expenses the client is responsible for a minimum of $5000 on the campaign. A $2500 deposit is invoiced along with the contract. This deposit is subtracted from your final invoice at the end of the campaign. Whichever program you choose, your percentage is calculated on the campaign and an invoice issued at the end of day three for your payment. The Chamber is not responsible for any commission on members that come in after the campaign. With the retention packages you basically have M180 on retainer for the length of your contract per the outline above at no additional cost except for travel.
  • 6. This is a sample timeline. We establish this timeline with the Chamber when the contract is signed. The design of the meeting schedule is determined by what works best for each organization. EVENT TIMELINE DATE TIME ATTENDEES Discovery Begins with execution of contract. Ongoing Via Phone/email/support documents CEO M180 Team First Visit May 14, 2014 8:30-9:30 10:00-11:00 11:30-1:00 1:00-2:00 BOD Chamber Staff Chair Meeting Chairmen, Chamber Staff, CEO Communications team, Campaign Program Mgr., Communications staff member Second Visit June 2 , 2014 8:30-10:00 10:30-11:30 12:00-1:00 Captain Meeting Chairmen Captains Chamber Staff, CEO Ambassador Training Campaign staff (Chamber + M180) working lunch Event Day 1 & 2 June 17-18, 2014 Shift 1: 8:30-11:30 Shift 2: 1:30-4:30 Shifts made up of Chairmen, Captains and their teams. Ambassador runners for each shift. Event Day 3 June 19, 2014 9:00-10:30 Runner Shift 1: 10:30-1:00 Runner Shift 2: 1:00-4:00 Engagement Workshop Ambassadors Staff Membership Committee Interested BOD members Ambassador Runners continue to pick up remaining payments and drop off new packets in shifts. Final Report Two weeks following campaign Emailed to Chamber CEO for dissemination M180
  • 7. 7 Retention We believe that the actual campaign is only the beginning of this process. We want to see you keep the members you have recruited during the campaign. Sustainable growth does NOT happen if you keep filling a rusted bucket with holes in the bottom. In order to set you on the path to engaged (and retained) membership, we host an Engagement Workshop at 9:00 am on the third day of the campaign. We spend about an hour and a half helping your Board, your staff and your ambassadors commit to a plan…a working ENGAGEMENT plan! This is truly one of the most powerful components of the campaign. Who Attends? • All Staff • Ambassadors/Diplomats • Membership Committee • Interested Board Members What do we cover in the workshop? • What do we currently do for retention? • What are we willing to do to keep them engaged? • What does engagement mean? • Who is responsible for membership retention? • Are we effectively using collected data? • What’s missing? • What are industry best practices? • What are our top priorities going forward? We wrap all of the work from this event into your final report and then in three months we are on the phone with you to make sure you are working the plan!
  • 8. 8 AddedValue Recruitment Strategy We employ a strategy that we feel creates a culture for success in your campaign. We want volunteers reaching out to existing connections, but we supplement that work when we ask staff to generate a spread sheet of businesses that should be members, but currently aren’t. This list may already exist or be in process. We take your spreadsheet to the Captain’s meeting and have them rate their connection to the owner or decision maker of businesses they recognize on the list. We then take that list and assign the volunteer who has the strongest relationship to make the call on that prospect. This list is protected in the weeks leading up to the campaign allowing them time to work on their assignments. Anything not completed by the actual campaign will be opened up at that time. Communications Ambassador Team This has become a very successful tool for our clients. We coach you through recruiting a team of professional communicators and story-tellers in your community who can take the Chamber’s message and share it in their own voice, which broadens your footprint in the community! Return on Investment is Multi-level • Your message is articulated to Board, Ambassadors, Staff and volunteers. • There is a renewed sense of pride and ownership in your Chamber. • A huge group of volunteers are educated on just what your Chamber does for your community and efforts that support and encourage a healthy local economy. Many of these volunteers had absolutely NO idea. • We have seen anywhere from 40 to as high as 70% of campaign volunteers who have never worked for the Chamber before. • Volunteers share this message that now has new meaning to them, with hundreds of area businesses. • We collect volunteer data and you are left with a new pool of volunteers for your program of work. • We collect all leads with the volunteer caller’s information attached. This allows you to go back to these as HOT prospects. We have left as many as 200 of these lead sheets after a campaign.
  • 9. 9 ClientReferences Past Campaigns: Todd Murphy, President/CEO Jefferson Chamber of Commerce 3421 N. Causeway Blvd., Suite 203 Metairie, LA 70002 todd@jeffersonchamber.org (504) 835-3880 Doug Peters, President/CEO Abilene Chamber of Commerce 174 Cypress St Abilene, TX 79601 doug@abilenechamber.com (325) 677-7241 Tony Howard, President/CEO Loudoun County Chamber of Commerce 19301 Winmeade Dr Suite 210 Lansdowne, VA 20176 thoward@loudounchamber.org Office (571) 209-9020