Hot, Warm and Cold Leads: Engaging Your Prospective Members
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During this 60-minute webinar hosted by your Regional Membership Officers, we’ll show a live demo on how to manage and admit membership leads, share best practices in communicating with prospective members through the Manage Membership Leads page on My Rotary, and answer your questions.
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Hot, Warm and Cold Leads: Engaging Your Prospective Members
- 1. HOT, WARM, AND COLD LEADS: Rotary International | Membership Development | October 2017 ENGAGING YOUR PROSPECTIVE MEMBERS
- 2. 2 BEFORE AND AFTER THE WEBINAR • Ask district leaders to assign leads to your club • Develop a clear process for responding to leads • Access and update the status of lead online • Follow up with leads effectively How comfortable are you managing membership leads through My Rotary? Never heard of membership leads 42% Not comfortable 27% Somewhat comfortable 18% Extremely comfortable 12% We use a different system for tracking potential members 1%
- 3. 3 WITH US TODAY: • Regional Membership Officers • Ted Waters, Rotary club of Manly Australia • Scott Yochum and Pepper Pettit, a.k.a “Scott and Pepper,” Dawson County Rotary Club
- 5. 5
- 6. 6
- 7. 7
- 8. 8 WHO ARE MEMBERSHIP LEADS? Prospective Members Relocating/ Rejoining Members Referred Members
- 10. 1 0 MANAGING MEMBERSHIP LEADS District reviews information Relationship established Club updates status
- 11. 1 1 WHO ARE THESE PROSPECTIVE MEMBERS? • Prospective, relocating, or referred members • 50% hear about Rotary through a personal connection Membership Leads Current Rotarians Under 40 63% 5% Women 35% 21%
- 12. 1 2 REAL PEOPLE, REAL STORIES
- 13. 1 3 WHO CAN MANAGE LEADS Roles (as reported to Rotary International) Receives e-mail Can manage (update status, admit) Can view through “Manage” page President X X X Membership Chair X X X Secretary X X X Executive Secretary X X X All Current Officers X Assistant Governor assigned to club X X Officers elect X Immediate Past Officers X
- 14. 1 4 WHAT DOES MANAGE MEAN?
- 15. 1 5 1 JULY 2016 – 30 JUNE 2017
- 16. 1 6 1 JULY 2016 – 30 JUNE 2017 Club Level Leads
- 17. 1 7 54% : No longer interested in Rotary at all
- 18. 1 8 WHY DO PEOPLE JOIN ROTARY? DEVELOP RELATIONSHIPS & MAKE A DIFFERENCE
- 19. 1 9
- 20. 2 0 SUBJECT LINE: ROTARY MEMBERSHIP INQUIRY
- 21. 2 1 MANAGE MEMBERSHIP LEADS PAGE
- 22. 2 2 MEMBERSHIP LEADS – MANAGE
- 23. 2 3 MEMBERSHIP LEADS - MANAGE
- 24. 2 4 MEMBERSHIP LEADS - MANAGE
- 25. 2 5 MEMBERSHIP LEADS - MANAGE
- 26. 2 6 MEMBERSHIP LEADS - MANAGE
- 27. 2 7 MEMBERSHIP LEADS - MANAGE
- 28. 2 8 MEMBERSHIP LEADS - MANAGE
- 29. 2 9 MEMBERSHIP LEADS – BEST PRACTICES • Get to know your lead • Find the right fit • No lead left behind
- 30. 3 0 MEMBERSHIP LEADS – CALL TO ACTION • Discuss the value of managing leads online • Clarify the process for contacting leads and updating a status • Talk with your District leaders about receiving leads and your club experience • Encourage new leads by listing rotary.org/join on website and brochures, and referring qualified candidates
Editor's Notes
- FILTER AND SORT
- TYPES OF MEMBERS
- WHAT YOU SEE INSIDE A RECORD
- UPDATING A STATUS
- STATUS HISTORY
- ADDING CLUB OFFICERS
- DELEGATION
- Thank you for being with us today, and we wish you luck managing your membership leads!