STEP 5
Membership Onboarding & Renewal Workshop
Membership drop-off was a known issue. My focus was to simplify and clarify the onboarding journey while also making renewals seamless. A key challenge was the non-standardized pricing model—memberships were often priced on a case-by-case basis. This made it impossible to create a streamlined, automated process.
We also solved for cascading memberships, where member organizations needed their sub-organizations to receive discounted rates. This required backend tagging and access management to ensure the correct views and pricing logic were applied.
This project moved into light business consulting territory, where I worked with the client to revise their pricing strategy. After several iterations, we defined membership tiers and benefits that could be automated.