Services
Four things I fix. Most engagements need two of them.
They're separated here so you can see what you're buying — not so you can be sold four things. Each one is named for what changes in your operation, because "integration" and "automation" describe my work, not your problem.
01 · Member data · CRM · AMS boundaries
Member records that agree with each other
One answer to "is this person current?" that every system gives the same way. Today your AMS, your email list, your event platform and your accounting each hold a version of that answer, and they disagree quietly until renewal season makes it everyone's problem.
Typical work
- One agreed definition of member, lapsed, grace and comp
- Reconciling the versions that already exist, and deciding which one wins
- Dues and renewal status that updates on payment, not on someone remembering
- Committee, chapter and multi-seat structures that reflect how you're actually organized
Signal you need it
A member pays and still gets renewal notices — or lapses and still registers at the member rate.
02 · Integration · webhooks · API contracts
Handoffs that don't drop things
Written contracts between your systems, monitored, so a failure raises an alert with a named owner instead of surfacing three weeks later as an angry member. Most of what breaks in a small association isn't inside a system — it's in the gap between two of them.
Typical work
- Website forms and payments landing in the member record correctly the first time
- Event registration reaching finance without a re-key
- Retries and a dead-letter queue, so a failed record is visible rather than gone
- Alerting that names who has to act, not just that something went wrong
Signal you need it
The same record exists in three systems and someone is paid to keep them agreeing.
03 · Automation · workflow · exception routing
Work that runs without someone remembering
The rules your staff already follow by hand, run by the system instead. Exceptions still route to a person — automation should shrink the queue, not hide it. This is the part most vendors oversell, so I'll be plain: it works where the rule is already stable and written down.
Typical work
- Renewal and dues sequences with the escalation path built in
- New member onboarding, welcome and access provisioning
- Event confirmations, reminders, badge and attendee lists
- Sponsor deliverable tracking with deadlines that chase themselves
- Document generation and filing for invoices, receipts and certificates
Signal you need it
Someone's Monday is spent moving information from one screen to another.
04 · Reporting · dashboards · assisted review
Numbers you can take to the board
One set of figures everyone trusts, built first. Assistance second, and only where it saves measurable time — a model on top of disputed data just makes the argument faster. If your board pack takes a week to assemble, that's a data problem wearing a reporting costume.
Typical work
- Membership, retention and renewal figures with one agreed definition each
- Event and non-dues revenue that reconciles to the ledger
- A board pack that assembles itself instead of consuming the week before the meeting
- Assisted review where the volume is real — matching inconsistent records, summarizing exceptions
Signal you need it
Two people bring different membership numbers to the same meeting and both are defensible.
How they fit
Four layers, and every service owns one
Buying one is buying one layer. That's fine — as long as everyone knows which layer the problem is actually on.
- Member experience Join, renew, register, log in Service 01
- Member record One source of truth for status Service 01
- Handoffs Contracts between systems, monitored Service 02
- Routine work Sequences, approvals, exceptions Service 03
- Reporting Figures the board can rely on Service 04
Platforms
Boring by choice
I build on platforms you already own and your next person can hire for. Nothing here is a bet, and nothing locks you to me. If your AMS is the constraint I'll tell you — but replacing it is a different project and usually not the cheapest fix.
Member & CRM
HubSpot · Zoho · your existing AMS
Handoffs & automation
Make · Zapier · n8n · direct APIs
Web & content
WordPress · Webflow · Astro
Delivery
Your accounts, your repositories, your data
You own every account. Credentials stay yours, and I document how everything is wired so the next person can pick it up without me.
Which service you need is the last question, not the first
The Member Systems Review traces one member journey end to end and tells you which layer is costing you. That's a better use of $3,500 than guessing from this page.
Tell me where it hurts and I'll tell you which layer it's on.
A 20-minute call. If it's not one of these four things, I'll say so and point you somewhere better.