Managing Membership Leads Insights
Uncover valuable insights into managing membership leads, including their sources, the path to membership, advantages of using leads, and the roles within both districts and clubs. Discover the importance of responding to inquiries promptly and assigning leads effectively to clubs to avoid neglecting potential new members. Gain a deeper understanding of prospective members and statistics on neglected leads to enhance your membership management strategy.
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Presentation Transcript
MANAGING MEMBERSHIP LEADS [PRESENTER NAME] [DATE]
WHERE DO MEMBERSHIP LEADS COME FROM? Member referrals Prospective members Relocating or returning members 2
THE PATH TO MEMBERSHIP District reviews information and matches candidate with a club Club contacts candidate and establishes a relationship Club invites candidate to join and updates status 3
WHO CAN MANAGE LEADS: IN A DISTRICT Role Can manage (update status, admit) X (if reported to Rotary International) District governor Receives email X Can view X Assistant governors District membership chair X X X X X X Executive secretary X X X Other current district officers X X Officers-elect X Immediate past officers X 5
WHO CAN MANAGE LEADS: IN A CLUB Role Can manage (update status, admit) X (if reported to Rotary International) President Receives email X Can view X Membership chair X X X Secretary X X X Executive secretary X X X Other current officers X Club s assistant governor X X Officers-elect X Immediate past officers X 6
WHO ARE THESE PROSPECTIVE MEMBERS? MEMBERSHIP LEADS CURRENT MEMBERS Under 40 Women 5% 21% 63% 35% 50% hear about Rotary through a personal connection 7
WHEN MEMBERSHIP LEADS ARE NEGLECTED OF THE 17,898 ASSIGNED TO DISTRICTS: Never contacted by the district Never assigned to a club 62% 77% OF THE 4,131 ASSIGNED TO CLUBS: Never contacted by the club 67% 54% no longer interested in Rotary 8
HOW YOU CAN HELP 1. Respond to all inquiries, even old ones. 2. Assign leads to clubs you know will respond. 9
HOW ROTARY HELPS WITH MEMBERSHIP LEADS Reviews leads and assigns them to district leaders Reminds district and club leaders to take action on older leads Responds to candidates who write with questions or concerns Reconciles duplicate records 1 0
FILTER AND SORT 1 3
INSIDE A RECORD 1 5
STATUS HISTORY 1 6
STATUSOPTIONS DISTRICT CLUB Reviewed inquiry X X Contacted candidate X X Assigned to district or club officer X X Sent back for reassignment* X X Determined candidate not interested in club or Rotary* X X Assigned candidate to club X Attended club meeting X Proposed for membership Admitted to club* X X *These options remove a lead from the page 1 8
DELEGATION 2 3
NEXT STEPS Tell others about the advantages of managing leads online Tell your district that your club is looking for leads Make sure your district leaders know what your club offers candidates Make a plan for managing leads Encourage new leads by linking to rotary.org/join on your website and social media pages and including it in brochures and other materials 2 4
QUESTIONS? QUESTIONS? MembershipDevelopment@Rotary.org 2 5
