hot, warm and cold leads: engaging your prospective members

Download Hot, Warm and Cold Leads: Engaging Your Prospective Members

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  1. 1. HOT, WARM, AND COLD LEADS: Rotary International | Membership Development | October 2017 ENGAGING YOUR PROSPECTIVE MEMBERS
  2. 2. 2 BEFORE AND AFTER THE WEBINAR Ask district leaders to assign leads to your club Develop a clear process for responding to leads Access and update the status of lead online Follow up with leads effectively How comfortable are you managing membership leads through My Rotary? Never heard of membership leads 42% Not comfortable 27% Somewhat comfortable 18% Extremely comfortable 12% We use a different system for tracking potential members 1%
  3. 3. 3 WITH US TODAY: Regional Membership Officers Ted Waters, Rotary club of Manly Australia Scott Yochum and Pepper Pettit, a.k.a Scott and Pepper, Dawson County Rotary Club
  4. 4. 4 SCOTT & PEPPER
  5. 5. 5
  6. 6. 6
  7. 7. 7
  8. 8. 8 WHO ARE MEMBERSHIP LEADS? Prospective Members Relocating/ Rejoining Members Referred Members
  9. 9. 9 ROTARY.ORG/JOIN
  10. 10. 1 0 MANAGING MEMBERSHIP LEADS District reviews information Relationship established Club updates status
  11. 11. 1 1 WHO ARE THESE PROSPECTIVE MEMBERS? Prospective, relocating, or referred members 50% hear about Rotary through a personal connection Membership Leads Current Rotarians Under 40 63% 5% Women 35% 21%
  12. 12. 1 2 REAL PEOPLE, REAL STORIES
  13. 13. 1 3 WHO CAN MANAGE LEADS Roles (as reported to Rotary International) Receives e-mail Can manage (update status, admit) Can view through Manage page President X X X Membership Chair X X X Secretary X X X Executive Secretary X X X All Current Officers X Assistant Governor assigned to club X X Officers elect X Immediate Past Officers X
  14. 14. 1 4 WHAT DOES MANAGE MEAN?
  15. 15. 1 5 1 JULY 2016 30 JUNE 2017
  16. 16. 1 6 1 JULY 2016 30 JUNE 2017 Club Level Leads
  17. 17. 1 7 54% : No longer interested in Rotary at all
  18. 18. 1 8 WHY DO PEOPLE JOIN ROTARY? DEVELOP RELATIONSHIPS & MAKE A DIFFERENCE
  19. 19. 1 9
  20. 20. 2 0 SUBJECT LINE: ROTARY MEMBERSHIP INQUIRY
  21. 21. 2 1 MANAGE MEMBERSHIP LEADS PAGE
  22. 22. 2 2 MEMBERSHIP LEADS MANAGE
  23. 23. 2 3 MEMBERSHIP LEADS - MANAGE
  24. 24. 2 4 MEMBERSHIP LEADS - MANAGE
  25. 25. 2 5 MEMBERSHIP LEADS - MANAGE
  26. 26. 2 6 MEMBERSHIP LEADS - MANAGE
  27. 27. 2 7 MEMBERSHIP LEADS - MANAGE
  28. 28. 2 8 MEMBERSHIP LEADS - MANAGE
  29. 29. 2 9 MEMBERSHIP LEADS BEST PRACTICES Get to know your lead Find the right fit No lead left behind
  30. 30. 3 0 MEMBERSHIP LEADS CALL TO ACTION Discuss the value of managing leads online Clarify the process for contacting leads and updating a status Talk with your District leaders about receiving leads and your club experience Encourage new leads by listing rotary.org/join on website and brochures, and referring qualified candidates
  31. 31. 3 1 QUESTIONS?THANK YOU