New members don't leave because the mission isn't compelling—they leave because they never felt integrated. This roadmap gives you a proven mentor/buddy system and 90-day checklist to turn new members into committed, engaged participants.
Inside you'll find:
- Complete mentor/buddy program setup (how to recruit, match, and support)
- Week-by-week mentor role guide (what to do in weeks 1-2, 3-4, month 2, month 3)
- 30/60/90-day check-in conversation templates
- The 8 Names Rule (integration success benchmark)
- Quick paths to participation (service projects, committees, skills-based volunteering)
- Integration tracking system
- What to do when members drift (warning signs + responses)
Perfect for membership chairs, club presidents, and mentors helping new members get connected.
Assign mentors. Follow the roadmap. Track integration. Retain members.
Most clubs focus on getting guests through the door. The real challenge is what happens after they arrive. This toolkit helps you audit your current guest experience and implement proven systems to turn first-time visitors into committed members.
Inside you'll find:
- 26-point guest experience scorecard (arrival, seating, program, follow-up)
- 5-step greeting protocol with role assignments
- 24-hour follow-up email template (personalized, not generic)
- 7-day phone call script (warmth, not sales)
- Guest tracking spreadsheet
- Red flags analysis (identify where you're losing people)
- 4-week implementation checklist
Perfect for membership chairs, greeters, and clubs struggling with low guest return rates.
Audit your experience. Fix the gaps. Track conversion.