skillz boost · 2020. 8. 21. · custom data fields specific membership activities file storage ......
TRANSCRIPT
Skillz BoostM A X I M I Z I N G D A T A A N D R E P O R T I N G T O O L S
B y
M i c h e l e M a s s a m b a n i
• I M P A C T A WA R D S ! ! !
• E S R I D A T A A N D T A R G E T P E R S O N A S
• M A X I M I Z E Y O U R C R M
• M E M B E R S H I P R E P O R T I N G T O O L
• D A T A S O R T I N G H A C K S
• R E P O R T I N G F O R S T A K E H O L D E R S
OUTLINE
ESRI REPORTS & TARGET PERSONAS
Demographics Psychographics
Age Personality Traits
Gender Lifestyle/Habits
Geo-location Principles & Beliefs
Education Level Attitudes
Occupation Activities/Interests
ESRI REPORTS & TARGET PERSONAS
Understand your current
and prospective members
• Identify key drivers
• Desired amenities and
programs
• Health and lifestyle
opportunities
ESRI DATA & TARGET PERSONAS
Target Persona –
“Winning the Race to the Top”Market Profile Messaging / Tactics
Median Age 41-45
Tech, Law, Finance – Prospered through
2008 Recession
Tech savvy – high utilization of top
features
Strong online presence, registration, bill-pay, appointments, articles & documents, digital signage, text messaging, robust app
Income 2x the national average (average $1.6MM net worth)
Financially savvy – invests in stock market
Credit card users but no balances due to disposable income
Future focused – well-insured and investing for the future
Long-range plan for future sustainability, capital projects, financial stability
Average Household size 3.13Well-organized; routine is key with
school-aged children
Member Services = Full Concierge
Socialize – kids & adults, low-key and quick service, farm-to table organic products
New homes with trendy décor, in-home gyms, theatres
Picture-perfect homes
Self-care, frequents spa/salon
Trendy, new, sparkling clean (Clubhouse maintenance plan – look “new” for years to come)Fitness programming, Spa & Salon services,personalized training
80% married couples Travels often domesticallyTroon Privé Privileges/Advantage Programs, Ship Sticks-ready, group travel experiences
MAXIMIZE YOUR CRM
Every club should be using a CRM! Benefits include:
- Focused on Growth
- Encourages attention to tasks and actions that
drive sales
- Reminders for key activities
- Filters segments/target leads
- Integrate tools in 1 place
- Tweak your process
- Defines and organizes a transparent and consistent sales journey
Journeys to organize:
Membership Sales
Catering Sales
New Member Orientation
MAXIMIZE YOUR CRM – PIPELINE BEST PRACTICES
Qualified LeadContact
Made/Info SentMeet & Greet Toured/Joining
Toured/Not Joining
Qualified Lead
Contact Made/Info
SentFacility Tour
Date Select/ Signed
Contract Sent
Contract Signed
Tasting/ vendors
ConfirmedBEO
Final Count/Billing
Post-Event Follow-up
Signed Paperwork
Orientation/ Gift Bag
Department Head Intros
Coffee with GM30-day Event
Invite60-day Coffee
with GM
90-day Survey/ Personalized
Note
MAXIMIZE YOUR CRM – PIPEDRIVE BEST PRACTICES
Custom Data Fields
Specific Membership Activities
File Storage
Web Forms
Import/Export Functions
Integrations/Features
MAXIMIZE YOUR CRM – PIPEDRIVE BEST PRACTICES
MEMBERSHIP REPORTING TOOL
Maximize your data – use formulas!
Don’t know how….Google it. Or watch a video on YouTube. Save yourself the hassle of doing
anything manually in Excel – you’ll end up saving time and learning a new skill
DATA SORTING
DATEDIF Function returns the difference
between two date values in years,
months, or days
Use for Age, or Length of Membership
=DATEDIF (start_date, end_date, unit)
DATA SORTING
VLOOKUP Function lets you search for specific info in your spreadsheet
Use for list of members by category
=VLOOKUP(what you want to look up, where you want to look for it, the
column number in the range containing the value to return, return an
approximate or exact match,1/TRUE, or 0/FALSE)
WHY PIVOT TABLES ARE SO AWESOME
SUPER user friendly
Create instant data
Make data analysis SO easy
Summarizes data quickly
Helps identify patterns in your data
Creates FAST & ACCURATE REPORTS….swoon
0
2
4
6
8
10
12
JUNIOR II NON-RES REGULAR SOCIAL YOUNGEXECUTIVE
Average Length of Membership
NON-EQUITY2%
NON-RES0%
PROVISION10%
REGULAR59%
RESIGNED0%
SENIOR B8%
SOCIAL8%
SOCIAL/HON0%
TNSFR- REG0%
WELCOME1%
YOUNG EXECUTIVE
12%
Total Spend By Category
BE THE EXPERT…
Next time someone wants you to “run the numbers”… think
to yourself, would a Pivot Table help me?
The answer is probably “Yes!!!”
Then turn it into a chart for your GM, Committee, Board or Owners
STAKEHOLDER REPORTING
Take advantage of TEMPLATES
STAKEHOLDER REPORTING
Customize:
Colors
Fonts
Add Logos
STAKEHOLDER REPORTING
Best Practices
Current Totals by Category & FME
Period vs. Prior Year
Period vs. Budget
