Launching Member365 typically takes about 30 days. Here’s a brief overview of the process:
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Introduction and Onboarding:
- We kick off with a Core Onboarding Program designed to set up the foundation quickly so you can start using Member365’s membership management features.
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Dedicated Success Coach:
- You will have a dedicated Success Coach who will guide you through the onboarding process, available for meetings via Zoom.
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Core Onboarding Program:
- Setup: This step includes configuring membership management workflows, contact record management, payment processing, member portal, and directory.
- Training: After setup, we provide customized training sessions for your team based on your specific membership management configuration.
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Data Import and Payment Processing:
- Next, your Success Coach assists with data migration and integrates your credit card processor (Worldline, Stripe, or Authorize.net).
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Member Portal Setup:
- We then help you customize the member portal with your branding and set up permissions.
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Training and Launch:
- Following the setup, training sessions cover various aspects of the membership management software. Additionally, we assist in adding Member365 to your website and sending welcome emails to members.
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Project Timeline:
- The entire process can be completed in 30 days, requiring 10-20 hours of your time over 4 weeks.