Upgrade to Membee Complete

Site Set Up Services Provided

With your Membee Complete Subscription, we help you build the foundation of your site by providing free site set up services. Some of these services include setting up your unlimited hosting, WordPress account set up, integrated membership features and widgets, & more.

See The Site Set Up Services Provided

 

Implementation Process

Are you an existing Membee user looking to upgrade to Membee Complete? Keep your existing copy of Membee (including all your data) and all we do is create a new and modern membership management website for you! The following section details how we work with you to implement your brand new website with your existing Membee subscription.

Week 1 – Welcome Call & Introduction

Within a business day of receiving your sign-up, your assigned Implementation Coordinator will contact you by phone.  During this call your Implementation Coordinator will:

Introduce Themselves

Your Implementation Coordinator’s goal is to ensure that the setup of Membee goes smoothly.  They will explain how we manage that process and how you can get a hold of them when you need them.

Take You Through an Overview of the Process

We focus a lot of effort and resources on the implementation process and honestly, we have it down to a science. We will review the process including how easy it will be for you to provide the content we need using our online content gathering tool.

Provide Details on the Next Step – Submitting the Implementation Survey

Following this call, you will receive an email with a link and a PIN code to access the first step in your implementation – the Implementation Survey.  This survey will gather important details to help us implement features you may not be taking advantage of and information about how your organization works. The information we gather will depend on what features we have identified that you are not using or could be making better use of.  

In addition to that information, you will provide your sitemap. This will determine how your brand new Membee Complete website is laid out. Don’t worry though! We’ll provide you with plenty of guidance to explain what a sitemap is and how to create one and submit it to us.

You will have approximately 1 week to complete this.

 

Week 2 – Implementation Survey Review Call

Within two business days of receiving your completed Implementation Survey, we will give you a call to review the information you have provided in your implementation survey.  During this call, we will do the following

Review Your Sitemap & Logo

We’ll take a look at your sitemap.  We will take a look at all the pages you have submitted as part of the site map and identify which pages will use pre-set templates to display the information and what pages are considered part of the custom pages included in your setup.  We will also take a look at your logo to ensure it’s in the format we need and discuss the color scheme for your new site.

Review Your Processes & Procedures

We’ll go through all the information you submitted and review the additional features we’ll be setting up or adjusting for you so can be sure you are taking full advantage of everything Membee can do for you.

Schedule Your Implementation

We will take a look at what needs to be set up and the time it may take to get things like your content ready and create a schedule that best fits the realities of your world 🙂 

You will be provided with a summary of the deadlines for each remaining phase of your implementation so you will always know what your deadlines are and when everything will go live!

The schedule we work on to establish together is very important.  If the deadlines we agree to are missed then your implementation will need to be rescheduled.   We will never abandon you!  However, we need to ensure that other implementations that are underway are not impacted. If we need to reschedule:

  • We will work with you to find a new spot. You can anticipate that this will result in a delay for your implementation of 6-8 Weeks.
  • We can not change the start date of your Membee subscription.  It will remain set to begin at the end of the originally scheduled free period.
  • We reserve the right to charge a $500.00 set up fee.

Provide Details on the Next Step – Submitting your Content

Following this call, you will receive an email with a link and PIN code to access the project where you will submit the content we need to complete the setup of any Membee features we are going to set up and the information we need to set up your new website.

 

Weeks 3 & 4 – Provide Content

You’ll be working on providing the content we need to set everything up. This will include:

  • the content to set up your website
  • providing text for various emails that may be sent to your members (ex. the email that will welcome them to the new system when you go live, welcome new members who join etc.).

It is very important that everything we ask you to provide is assembled and ready to go by the deadline we worked with you to establish in the Implementation Survey Review call (detailed above in week 2).  

If all the content that we need is not provided by the deadline we agreed on,  we will work with you to reschedule your project.  We will never abandon you!  However, we need to ensure we can schedule you back into a spot that will not impact the other implementations that have been scheduled. If we need to reschedule:

  • We will work with you to find a new spot. You can anticipate that this will result in a delay for your implementation of 6-8 Weeks.
  • We can not change the start date of your Membee subscription.  It will remain set to begin at the end of the originally scheduled free period.
  • We reserve the right to charge a $500.00 set up fee if we need to reschedule.

 

Week 5 – Initial Setup of Membee & Website

We Complete the Initial Setup of Membee and your Website

Your Implementation Coordinator will take everything you have provided and get things set up.  This will include

  • Completing the initial setup of your website
  • Configuring the Membee features we are setting up for you

Your Review Period Begins

Once the initial setup is complete, you’ll receive an email with a link and a PIN code to access the next step in your implementation, your review.  You will work through the review and submit requests for revisions.  You will typically have 3 – 4 business days to complete this review (a typical review takes approximately 3 – 4 hours to complete).

 

Week 6 – Revisions & Final Setup of Membee & Website

We Complete the Final Setup of Membee and Your Website

We will work through the revisions that you submitted, complete the final setup of Membee and your new website and take everything live.

We have a Go Live Call

Following the completion of the revisions we will have a conference call to go through the following

  • Final review of any important processes or procedures we have put in place (ex. If you approve memberships the process you will follow to complete the approval)
  • Answer any questions you have including (but not limited to):
    • The layout of the data that we imported for you into your copy of Membee.
    • How the Membee features have been set up and configured 
  • Provide you with a customized learning plan that focuses on what’s most important for you to know as you go live

Membee and your New Site go Live

What does “go live” really mean in practical terms? In essence, this is the day you begin to achieve your goal of a better experience for your members and a ton less admin work for you!  

We will do the following for you:

  • Help you make the changes that you need to launch your brand new website.
  • Send renewal notices to members whose membership renewal is due.
  • Send out an email to your members so that they can set up their passwords and login. This allows them to do things such as update their member information via their member profile, access “members only” features such as event pricing and secured member directories.
  • Configure Membee’s automated renewal billing system.

 

Week 7 – Priority Support

In just a few weeks, you have moved your organization forward a long way. In the process of dealing with all of the details of the implementation while continuing to address the ongoing challenges and demands of your organization, it’s easy to lose sight of the end goal.

Organizations who shift from surviving to thriving take advantage of Membee’s capabilities. It’s that simple. While completing the implementation of Membee is an important first step, the tangible gains come after implementation and we’re here to assist with that too.

During this week, you can expect to receive an answer to your questions, related to your new Membee Complete site, within the same day (business day) that you submit them.

 

Week 8 – Personalized Follow Ups

In just a few weeks, you have moved your organization forward a long way. In the process of dealing with all of the details of the implementation while continuing to address the ongoing challenges and demands of your organization, it’s easy to lose sight of the end goal.

Introducing meaningful and positive change in an organization is an evolution that takes place over time and is influenced by the changing environment faced by the organization. It is for this reason that we will reach out to you a few times to make sure you’re maximizing the value of your Membee subscription and your new website.  We will reach out to you:

  • Each week for the first month
  • After the first month, once a month for an additional three months

Of course, If you have a question – don’t wait for these follow-up calls! You’ll be able to ask us right away.

 

Rescheduling Your Implementation

We know that “stuff” happens and although rarely needed, it is possible to reschedule your implementation.  We will always work with you to make sure your implementation is completed successfully, but we also have a responsibility to ensure other implementations that have also been scheduled and are in progress are not impacted. As a result, if we need to reschedule:

  • We will work with you to find a new spot. You can anticipate that this will result in a delay for your implementation of 6-8 Weeks.
  • We can not change the start date of your Membee subscription.  It will remain set to begin at the end of the originally scheduled free period.
  • We reserve the right to charge a $500.00 set up fee.