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Tony Rossell
Senior Vice President
Marketing General Incorporated
The One-Page Membership
Recruitment Plan
Planning and Implementation Challenges
1. No Plan
• Goal without a plan (2,500 members by
2025)
• “If you build it, they will come.”
2. Paralysis of Analysis
What’s Limiting Membership
Recruitment Programs?
“Lack of plan and
budget.”
“No written plan,
lack of strategy.”
Sample Membership RFP Request
• Conduct Research
• Create a value proposition
• Evaluate case studies
• Benchmark other associations
• Evaluate staffing and department structure
• Develop strategy options
• Recommend implementation
Paralysis of Analysis
There are
prospective
members ready to
join right NOW. Ask
them!
Adopting a Ready, Fire, Aim Strategy
• READY: Create a simple, clear one-page plan
to add members
• FIRE: Deploy the recruitment test effort
• AIM: Evaluate the results and modify the one-
page plan
Overcoming Planning Challenges
Marketing is an
iterative
process
improving
results with
each cycle.
The One Page Plan
“Marketing plans should be simple
and to the point. Some CEOs want
only a one-page plan!”
Philip Kotler
Kotler on Marketing: How to Create, Win, and
Dominate Markets
The Plan Answers Five Questions
1. The Target Market – Who do you want to reach?
2. The Marketing Channels – How do you reach a
prospect?
3. The Marketing Message – What is the value of
membership?
4. The Membership Offer – Why join now?
5. The Economics – What are the first-year ROI and
LTV?
What is Included in a One-Page
Recruitment Plan?
Who Do You Want to Reach?
The Target Market
“Who’s it for?.. Once you are clear
on ‘who’s it for,’ doors begin to open
to you.”
Seth Godin
This is Marketing
Who Do You Want to Reach?
The Target Market
Lapsed Members
Past Attendees
Prospect Lists
Industry or Profession
Most likely to join
Least likely to join
The Marketing Channel
For Lapsed
Members and
Customers, the full
portfolio of channels
is available.
How Do You Reach a Prospect?
How Do You Reach a Prospect?
The Marketing Channel
Omnichannel (Telemarketing, DM, Email, Text)
Omnichannel (DM, Email, Text, Digital)
Digital and Outside Lists (DM and Email)
Digital (SEM, Look-a Like, Retargeting)
For the wider
profession or
industry, take
advantage of paid
digital channels
The Marketing Message
How Compelling is Your Value Proposition?
13%
Very compelling
38%
Compelling
40%
Somewhat compelling
8%
Not very compelling
2%
Not at all compelling
The difference
between
received value
(members)
and perceived
value
(prospects).
Testing Marketing Messages
What is the Value of Membership?
The Marketing Message
See What’s New
Lapsed Members
Attend and Save
Past Attendees
Try Us Out
Prospect Lists
Sample Free Content
Industry or Profession
Why join now?
The Membership Offer
“Depending on the offer, differences in the
response of 25, 50, or 100 percent and
more are commonplace.”
Bob Stone
Successful Direct Marketing Methods
First-year
dues discount
“No-risk" or
“no-obligation” offer
with a “bill-me”
Product voucher
(e.g., $75 to $100 off
future product purchase)
Premiums
(free gifts)
Money-back
guarantee
Offering more
of the product
(e.g., 15-for-12)
The Membership Offer
Why join now?
The Membership Offer
Dues Discount
Lapsed Members
Meeting Discounts
Past Attendees
No-Obligation
Prospect Lists
Content Marketing
Industry or Profession
The Economics of Membership
Your plan makes
the economic
case for funding
membership
recruitment.
What are the First Year ROI and LTV?
The Economics of
Membership
2 to 1 ROI LTV $1,250
Lapsed Members
1.5 to 1 ROI
LTV $1,250
Past Attendees
1 to 1 ROI LTV $1,250
Prospect Lists
1 to 1 ROI LTV $1,250
Industry or Profession
Example: Five-year
tenure, $200 annual
dues, and $50 annual
non-dues purchases.
How Often and How Much for each Prospects?
The Economics of
Membership
Monthly on Expiration $7.50 ea.
Telemarketing
Quarterly $1.00 ea.
Direct Mail
Monthly $.02 ea.
Email
Ongoing 24/7 $1.00 ea. click
Digital
The One-Page Recruitment Plan
Economics
Message
Offer
Channel
Target
2 to 1 ROI LTV
$1,250
See What’s
New
Dues
Discount
Omnichannel
Lapsed Members
1.5 to 1 ROI
LTV $1,250
Attend and
Save
Meeting
Discounts
Omnichannel
Past Attendees
1 to 1 ROI
LTV $1,250
Try Us Out
No-
Obligation
Digital and
Direct Mail
Prospect Lists
1 to 1 ROI
LTV $1,250
Sample
Free
Content
Content
Marketing
Digital and
Retargeting
Industry or Profession
• READY: Create a simple, clear one-
page plan to add members
• FIRE: Deploy the recruitment test effort
• AIM: Evaluate the results and modify
the one-page plan
Takeaway: Create, Implement, and
Revise an Action Plan
Additional guidance available
from the book, Membership
Recruitment
Available on Amazon
Email: Tony@MarketingGeneral.com
LinkedIn: TonyRossell
Questions

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The One-Page Membership Recruitment Plan

  • 1. Tony Rossell Senior Vice President Marketing General Incorporated The One-Page Membership Recruitment Plan
  • 2. Planning and Implementation Challenges 1. No Plan • Goal without a plan (2,500 members by 2025) • “If you build it, they will come.” 2. Paralysis of Analysis What’s Limiting Membership Recruitment Programs? “Lack of plan and budget.” “No written plan, lack of strategy.”
  • 3. Sample Membership RFP Request • Conduct Research • Create a value proposition • Evaluate case studies • Benchmark other associations • Evaluate staffing and department structure • Develop strategy options • Recommend implementation Paralysis of Analysis There are prospective members ready to join right NOW. Ask them!
  • 4. Adopting a Ready, Fire, Aim Strategy • READY: Create a simple, clear one-page plan to add members • FIRE: Deploy the recruitment test effort • AIM: Evaluate the results and modify the one- page plan Overcoming Planning Challenges Marketing is an iterative process improving results with each cycle.
  • 5. The One Page Plan “Marketing plans should be simple and to the point. Some CEOs want only a one-page plan!” Philip Kotler Kotler on Marketing: How to Create, Win, and Dominate Markets
  • 6. The Plan Answers Five Questions 1. The Target Market – Who do you want to reach? 2. The Marketing Channels – How do you reach a prospect? 3. The Marketing Message – What is the value of membership? 4. The Membership Offer – Why join now? 5. The Economics – What are the first-year ROI and LTV? What is Included in a One-Page Recruitment Plan?
  • 7. Who Do You Want to Reach? The Target Market “Who’s it for?.. Once you are clear on ‘who’s it for,’ doors begin to open to you.” Seth Godin This is Marketing
  • 8. Who Do You Want to Reach? The Target Market Lapsed Members Past Attendees Prospect Lists Industry or Profession Most likely to join Least likely to join
  • 9. The Marketing Channel For Lapsed Members and Customers, the full portfolio of channels is available. How Do You Reach a Prospect?
  • 10. How Do You Reach a Prospect? The Marketing Channel Omnichannel (Telemarketing, DM, Email, Text) Omnichannel (DM, Email, Text, Digital) Digital and Outside Lists (DM and Email) Digital (SEM, Look-a Like, Retargeting) For the wider profession or industry, take advantage of paid digital channels
  • 11. The Marketing Message How Compelling is Your Value Proposition? 13% Very compelling 38% Compelling 40% Somewhat compelling 8% Not very compelling 2% Not at all compelling The difference between received value (members) and perceived value (prospects).
  • 13. What is the Value of Membership? The Marketing Message See What’s New Lapsed Members Attend and Save Past Attendees Try Us Out Prospect Lists Sample Free Content Industry or Profession
  • 14. Why join now? The Membership Offer “Depending on the offer, differences in the response of 25, 50, or 100 percent and more are commonplace.” Bob Stone Successful Direct Marketing Methods
  • 15. First-year dues discount “No-risk" or “no-obligation” offer with a “bill-me” Product voucher (e.g., $75 to $100 off future product purchase) Premiums (free gifts) Money-back guarantee Offering more of the product (e.g., 15-for-12) The Membership Offer
  • 16. Why join now? The Membership Offer Dues Discount Lapsed Members Meeting Discounts Past Attendees No-Obligation Prospect Lists Content Marketing Industry or Profession
  • 17. The Economics of Membership Your plan makes the economic case for funding membership recruitment.
  • 18. What are the First Year ROI and LTV? The Economics of Membership 2 to 1 ROI LTV $1,250 Lapsed Members 1.5 to 1 ROI LTV $1,250 Past Attendees 1 to 1 ROI LTV $1,250 Prospect Lists 1 to 1 ROI LTV $1,250 Industry or Profession Example: Five-year tenure, $200 annual dues, and $50 annual non-dues purchases.
  • 19. How Often and How Much for each Prospects? The Economics of Membership Monthly on Expiration $7.50 ea. Telemarketing Quarterly $1.00 ea. Direct Mail Monthly $.02 ea. Email Ongoing 24/7 $1.00 ea. click Digital
  • 20. The One-Page Recruitment Plan Economics Message Offer Channel Target 2 to 1 ROI LTV $1,250 See What’s New Dues Discount Omnichannel Lapsed Members 1.5 to 1 ROI LTV $1,250 Attend and Save Meeting Discounts Omnichannel Past Attendees 1 to 1 ROI LTV $1,250 Try Us Out No- Obligation Digital and Direct Mail Prospect Lists 1 to 1 ROI LTV $1,250 Sample Free Content Content Marketing Digital and Retargeting Industry or Profession
  • 21. • READY: Create a simple, clear one- page plan to add members • FIRE: Deploy the recruitment test effort • AIM: Evaluate the results and modify the one-page plan Takeaway: Create, Implement, and Revise an Action Plan
  • 22. Additional guidance available from the book, Membership Recruitment Available on Amazon Email: Tony@MarketingGeneral.com LinkedIn: TonyRossell Questions