Membership organization · Bowling Green, KY
Bowling Green Chamber — one source of truth
The Chamber ran members, events and follow-up across disconnected tools. Through a phased engagement we consolidated it into a single CRM — the same START → OPTIMIZE → SCALE model our whole practice is built on.
1source of truth
Members · events · nurture in one CRM
MembersEventbriteScoring
The brief
- Consolidate scattered member and company data into one clean, deduplicated record
- Connect event registration so attendance flows into the CRM automatically
- Replace ad-hoc email blasts with segmented, behavior-based nurtures
- Give leadership dashboards they trust and actually open
What we delivered
- A unified “source of truth” CRM with lifecycle stages, custom properties and pipelines
- Two-way event-platform sync with registration mapped to the member record
- Persona and behavior-based smart lists driving multi-step nurtures
- A draft lead-score model and dynamic segmentation
- Executive and board KPI dashboards on a scheduled delivery