Launching Member365 typically takes about 30 days. Here’s a brief overview of the process:

  1. 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.
  2. Dedicated Success Coach:

    • You will have a dedicated Success Coach who will guide you through the onboarding process, available for meetings via Zoom.
  3. 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.
  4. Data Import and Payment Processing:

    • Next, your Success Coach assists with data migration and integrates your credit card processor (Worldline, Stripe, or Authorize.net).
  5. Member Portal Setup:

    • We then help you customize the member portal with your branding and set up permissions.
  6. 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.
  7. Project Timeline:

    • The entire process can be completed in 30 days, requiring 10-20 hours of your time over 4 weeks.