hot, warm and cold leads: engaging your prospective members

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HOT, WARM, AND COLD LEADS: Rotary International | Membership Development | October 2017 ENGAGING YOUR PROSPECTIVE MEMBERS

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Page 1: Hot, Warm and Cold Leads: Engaging Your Prospective Members

HOT, WARM,

AND COLD LEADS:

Rotary International | Membership Development | October 2017

ENGAGING YOUR PROSPECTIVE MEMBERS

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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%

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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

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SCOTT & PEPPER

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WHO ARE MEMBERSHIP LEADS?

ProspectiveMembers

Relocating/RejoiningMembers

ReferredMembers

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ROTARY.ORG/JOIN

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MANAGING MEMBERSHIP LEADS

District reviews information

Relationship established

Club updates status

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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%

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REAL PEOPLE, REAL STORIES

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WHO CAN MANAGE LEADSRoles

(as reported to Rotary International)

Receivese-mail

Can manage (update status,

admit)

Can viewthrough

“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

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WHAT DOES MANAGE MEAN?

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1 JULY 2016 – 30 JUNE 2017

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1 JULY 2016 – 30 JUNE 2017

Club Level Leads

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54% : No longer interested in Rotary at all

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WHY DO PEOPLE JOIN ROTARY?

DEVELOP RELATIONSHIPS

&

MAKE A DIFFERENCE

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SUBJECT LINE: ROTARY MEMBERSHIP INQUIRY

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MANAGE MEMBERSHIP LEADS PAGE

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MEMBERSHIP LEADS – MANAGE

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MEMBERSHIP LEADS - MANAGE

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MEMBERSHIP LEADS - MANAGE

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MEMBERSHIP LEADS - MANAGE

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MEMBERSHIP LEADS - MANAGE

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MEMBERSHIP LEADS - MANAGE

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MEMBERSHIP LEADS - MANAGE

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MEMBERSHIP LEADS – BEST PRACTICES

• Get to know your lead

• Find the right fit

• No lead left behind

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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

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QUESTIONS?THANK YOU