Industry: Business Networking and Membership Management

The Challenge

Team Networking approached us with the need to replace a complex and outdated iPhone app for their networking group. To simplify and modernize their solution, we proposed a web-based platform instead. The goal was to provide functionality that felt as seamless as a mobile app while eliminating the need to download or update an application. The platform needed to serve three primary user roles—Guests/Applicants, Members, and Leadership—each with unique functionality requirements:

1. Guests and Applicants

• Track visitors to the networking group and convert them into applicants.
• Provide a system for reviewing, accepting, or rejecting applicants.
• Enable easy payment of membership dues and track payments effectively.

2. Members

• Allow members to track their progress and success within the group, including:
  • One-on-one meetups
  • Referrals
  • Guest invitations
  • Attendance
• Create an intuitive user interface that mimics the feel of a mobile app.
• Provide a front-end profile area to showcase each member’s information as a marketing tool.

3. Leadership

• Provide tools for printing reports and managing memberships.
• Build a custom digital mailroom to simplify group communication:
  • Email specific groups based on committee membership or role.

The Solution

We built a robust web-based membership site tailored to the needs of Team Networking. Here’s what we delivered:

1. Membership Management System

• Created a system to track and convert visitors into applicants, with tools for reviewing and approving applications.
• Integrated payment processing for membership dues and tracking features for seamless management.

2. Member Tools

• Developed tools for members to log and track their progress in the group, including:
  • One-on-one meetups
  • Referrals
  • Attendance
  • Guest invitations
• Built a front-end area for each member to showcase their information as a marketing tool.

3. Leadership Tools

• Designed reporting tools for leadership to easily manage memberships and track group metrics.
• Developed a custom digital mailroom for sending group communications based on roles and committees.

The Result

The new platform transformed Team Networking’s operations, providing an easy-to-use web-based system that streamlined the entire process for Guests, Members, and Leadership. Guests can easily apply, pay, and transition into membership. Members have a powerful way to track their success and showcase their information. Leadership benefits from robust tools for reporting, membership management, and communication. The solution has modernized their organization while eliminating the need for a mobile app.

Key Features Delivered:

• Visitor-to-Applicant tracking and approval system
• Custom member progress tracking tools
• Front-end member profiles for marketing
• Leadership reporting and membership management tools
• Custom digital mailroom for communication