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6 steps to help transform your association

6 steps to help transform your association
29 Mar 2017

Here are 6 steps to help transform your association into a customer obsessed one:

1. Make members a central figure in your organization culture

You really need to bake this into your organization. Give customers a voice by asking questions like ‘how does the customer want that to work?’ or ‘how would that impact the customer?’ to ensure their perspective is considered in all decisions that affect them.

In a recent survey, almost half of survey respondents (49 percent) said their renewal rate has remained unchanged since last year.


2. Generate feedback loops

Do satisfaction surveys and ask the net promoter score question, but also be sure and talk to your customers. Ask them what they think, and then act on their feedback. Solicit feedback from employees who interact with your customer regularly. Lastly, make it easy for customers to get in touch with you, or submit feedback.

3. Define and track customer metrics

Define your KPI’s first, and then track your progress. You can track engagement metrics like the net promoter score, plus other forms of engagement like attendance at industry events or participation in online discussion groups. In addition, consider KPI’s like attrition or churn rate, and customer lifetime value to track organization health.

4. Define the customer experience from the customer’s perspective

To understand the customer experience, look from the outside inward, not from the inside out. When deciding how new initiatives should work, articulate it from the customer’s perspective.

5. Walk a mile in their shoes

This requires you to align your business strategy with the customer journey. To map their journey you need to walk in their shoes. I was impressed the other day when, in a demo, a prospective customer asked us to demo the member experience. Everyone asks about the admin tools, but rarely do they ask us to step them through the customer experience. Amazing!

6. Get Everyone Involved

The goal here is clear – make sure everyone in your organization, not just people who interact with customers, are committed to listening to, understanding, and acting on the needs of the customer. To do this, make customer obsession a central principle in your organization’s core values, and only hire people who are customer-obsessed by screening for this in interviews.

A pivotal thing that I believe differentiates us in the Association Management Software space is that everyone else focuses on the obvious customer – the association admin who uses the software. Clearly an AMS needs to help them. We’re different because we also focus on the association member. By working backwards from them, we are building a platform that truly helps associations acquire, engage and retain members.

So how do we start from the member and work backwards today? Well, one way is by creating a mobile first approach for members. This is much more than just making sure an association has a mobile friendly marketing website – which itself is critical in order to operate an association today. It’s about ensuring a member’s experience when they come to an association website for the first time – sign up, view events, buy an event ticket, view a job post, update their profile, contact another member, etc. are all optimized for a mobile experience.

The work of continuing to improve for your customer never stops, and ensuring we create a great experience for both associations and their members is what we strive for. We’re customer obsessed and we hope you are too.