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HOT, WARM,
AND COLD LEADS:
Rotary International | Membership Development | October 2017
ENGAGING YOUR PROSPECTIVE MEMBERS
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
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
4
SCOTT & PEPPER
5
6
7
8
WHO ARE MEMBERSHIP LEADS?
Prospective
Members
Relocating/
Rejoining
Members
Referred
Members
9
ROTARY.ORG/JOIN
1 0
MANAGING MEMBERSHIP LEADS
District reviews
information
Relationship
established
Club updates
status
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%
1 2
REAL PEOPLE, REAL STORIES
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
1 4
WHAT DOES MANAGE MEAN?
1 5
1 JULY 2016 – 30 JUNE 2017
1 6
1 JULY 2016 – 30 JUNE 2017
Club Level Leads
1 7
54% : No longer
interested in
Rotary at all
1 8
WHY DO PEOPLE JOIN ROTARY?
DEVELOP
RELATIONSHIPS
&
MAKE A
DIFFERENCE
1 9
2 0
SUBJECT LINE: ROTARY MEMBERSHIP INQUIRY
2 1
MANAGE MEMBERSHIP LEADS PAGE
2 2
MEMBERSHIP LEADS – MANAGE
2 3
MEMBERSHIP LEADS - MANAGE
2 4
MEMBERSHIP LEADS - MANAGE
2 5
MEMBERSHIP LEADS - MANAGE
2 6
MEMBERSHIP LEADS - MANAGE
2 7
MEMBERSHIP LEADS - MANAGE
2 8
MEMBERSHIP LEADS - MANAGE
2 9
MEMBERSHIP LEADS – BEST PRACTICES
• Get to know your lead
• Find the right fit
• No lead left behind
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
3 1
QUESTIONS?THANK YOU

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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
  • 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

  1. FILTER AND SORT
  2. TYPES OF MEMBERS
  3. WHAT YOU SEE INSIDE A RECORD
  4. UPDATING A STATUS
  5. STATUS HISTORY
  6. ADDING CLUB OFFICERS
  7. DELEGATION
  8. Thank you for being with us today, and we wish you luck managing your membership leads!