The whole member lifecycle, from prospect to renewal.
The challenge
Managing the full member lifecycle, from enrollment and appointments to subscriptions and support, meant staff moved between many tools every day.
Our approach
We built a membership platform with self-service enrollment, a staff “My Day” portal and admin monitors for every connected system.
Everyday impact
Staff start each day with one prioritized view instead of five tools.
What we built
Landing pages and onboarding with duplicate checks and automatic role assignment.
Appointments, tasks, communications, notifications and a support inbox in one view.
Monitors for external system sync, enrollment and re-enrollment, milestones, performance and mobile app versions.
Subscriptions, curriculum, calendar and device management.
A documentation page for partner integrations, plus store sync.
How it works
A prospect enrolls and is assigned the right role automatically.
Staff start each day with one prioritised view.
Monitors flag sync or enrollment issues early.
Admins manage subscriptions and content in one place.
More work
Start a conversation
Tell us what you’re trying to build. We’ll talk through how we’d approach it and what a sensible first step looks like.
