Stop Guessing. Start Leading. We don’t just visualize your data — we surface the questions you didn’t know to ask.
No spam. Just strategy.
What’s Inside the Mini Planner
You’ve seen dashboards before, but this is different.
Our dashboards don’t just track performance — they uncover blind spots, surface missed revenue, and raise strategic questions your board didn’t even know to ask.
- A sample Retention Insight Worksheet
- Strategic prompts to review your data
- A simplified Quarterly Planning Tool for campaigns and segments
- Immediate ideas for re-engaging at-risk members this week
No tech skills required. No CRM needed. Just actionable clarity.
Who This Is For
- Mid-sized nonprofits with a dues-based or fundraising membership model.
- Associations managing member engagement, renewals, and retention.
- Teams juggling spreadsheets, multiple platforms, and no clear roadmap.
- Leaders who know their data could work harder, but aren’t sure where to start.
How to Use the Planner
- Fill in your current metrics (retention, member engagement, drop-off points).
- Use our pre-built insight prompts to identify fast wins.
- Build a quarterly strategy plan using member behavior, not hunches.
- Re-engage just 5 quiet members this week, and watch what happens.
Ready to Go Deeper?
This free download is just the beginning.
The full MemberIQ System includes:
- A real-time dashboard showing who’s at risk, who’s growing, and what to do next.
- Strategic prompts to review your data
- Quarterly campaign planning reports.
- Personalized support from our strategy team.
If you’re tired of guessing and ready to lead with data, MemberIQ gives you the system, the insights, and the support to make it happen.
Want Help Bringing This to Life?
- Clean and segment your existing member data
- Build your custom dashboard.
- Interpret the numbers.
- Plan your next campaign together.
Download Your Free MemberIQ Mini Planner Now
Get the tool that helps nonprofit teams:
- Identify key retention and engagement gaps.
- Plan smarter outreach by quarter.
- Start building a system for predictable member growth.
If you’re tired of guessing and ready to lead with data, MemberIQ gives you the system, the insights, and the support to make it happen.
Want to Learn More?
Book a free Illumination Session and let’s chat about how MemberIQ can help transform your fundraising approach.
🎓 Upcoming Workshop:
Membership Retention Without the Guesswork
Where: Online via Zoom (link sent upon registration)
When: [TBD – SONYA to decide on offering one or two date options]
Discover how the right data insights can elevate your membership strategy and attract new members and retain current members with increased engagement.