FOR THE MEMBERSHIP COORDINATOR
Membership Pulse
Automated outreach that keeps memberships renewing.
The Membership Coordinator stops tracking renewal dates by hand and stops chasing lapsed members without context. Outreach goes out on schedule, and the members who do not respond land in a queue that is already ready to work.
- Time back
- 15 min
- per membership
- Cost
- 50¢
- 100 Rivets per membership
How it works.
5 steps, and your team only touches the ones that need a person.
- 1.
Upcoming renewals are identified
Membership Pulse watches membership expiration dates. When a membership enters the configured renewal window, it is queued for outreach automatically, with no list-building.
- 2.
Outreach goes out on the configured cadence
Each member in the renewal window receives outreach over the configured channels, SMS, email, or AI call, on the schedule the coordinator set. The sequence runs without anyone managing it.
- 3.
Responses route to the coordinator
When a member replies, confirms, or asks a question, the response lands in the coordinator's queue with the member's account context already pulled. They work the conversations that need a person.
- 4.
Lapsed members land in the win-back queue
When a membership expires without renewing, the member moves to the win-back queue. Each entry shows the membership history, last service date, and prior outreach attempts.
- 5.
Every renewal and lapse is tracked
Each step writes back to the member's record on its own: outreach sent, channel used, response received, and outcome logged. Nothing has to be entered by hand.
Try it.
A small working model of Membership Pulse. Nothing here touches a real customer.
Skip ahead week by week as a membership renewal comes due and see which reminders go out.
A day for the Membership Coordinator.
- 8:00 AM
The Membership Coordinator pulls the membership expiration report from the FSM. They filter it to the next 30 days and start building an outreach list by hand.
- 10:00 AM
They send renewal emails one at a time, copying in each member's name and plan details from a separate tab.
- 1:30 PM
Three members who did not respond to last week's email need a follow-up. They work through them from memory, without knowing whether any of the original emails were opened.
- 4:00 PM
They check the list of members who lapsed last month. There is no context on why they left, so the calls start cold.
- 8:00 AM
They open the renewal dashboard. Outreach for this week's expiring members already went out on schedule. Three responses are in the queue, each with the member's plan and history already loaded.
- 10:00 AM
They work the response queue. Two members confirm over SMS with no call needed. One needs a conversation, and the account context is already on screen.
- 1:30 PM
Second-touch outreach for the non-responders went out automatically. They have not had to think about the cadence once.
- 4:00 PM
They open the win-back queue. Every lapsed member has their history, last service date, and a note on where outreach left off. The first call has everything it needs to count.
What it won't do.
So nobody's surprised later.
- Does not process membership payments or generate renewal invoices.
- Does not handle membership tier changes, upgrades, or plan modifications.
- Does not send outreach outside of the configured renewal window.
- Does not manage inbound membership inquiries unrelated to renewal.
- About 220,000 calls a month analyzed across 31 shops
- 139 shops use Graphite Lab tools
- 108 ServiceTitan data types synced, including for multi-location operators
- 66 to 93 mobile PageSpeed, from a contractor's old site to the preview we built in under 10 days
Let’s talk about your shop.
No slide deck. Tell us how your team runs today and we'll show you what we'd build first. If it's a fit, we send you a quote.
