Creating a Streamlined Process for New Member Referrals

Creating a Streamlined Process for New Member Referrals

new member referralsreferral processchambers of commerceassociationsboard membersnew memberspartnerships
New Member Referral Process

Chambers of commerce, business associations, and other partnerships can benefit greatly from establishing connections between new members, existing members, and business partners. However, pen-and-paper solutions are slow to share and record. 

A digital solution can help streamline this process by using membership engagement automation along with personalized use case solutions. 

Introducing the New Member Referral use case: a complete solution for determining what new members need, identifying the right referrals, and communicating those referrals 

The solution is intended to be leveraged by membership advisors and board members of chambers of commerce and other business partnerships to ensure that members get the best value possible. 

The 4-Step Process 

SimplyCast anticipated the need for a clear and effective digital process that acts as an all-in-one solution to the problems posed by other methods used for new membership referrals. 

These problems can be resolved in four steps. Members, board members, and membership advisors can interact with them in the following ways: 

Step 1 – Membership Advisors 

First, membership advisors submit a form with the details about a new member, along with what criteria they’re looking for in potential partners. 

Step 2 – Board Members 

Then, board members receive a notification including that information which they can review, and a link to a form where referrals can be submitted. 

Step 3 – Board Members 

Next, board members fill out the form with any connections they think will effectively match the needs of the new member. 

Step 4 - Members 

Finally, a short period passes to allow all board members to finish their submissions, and then all the referrals are sent to the new member, along with any notes or next steps that they ought to follow. 

Why SimplyCast? 

This process is just an example of use case strategy, answering complex problems by tackling them head-on with all-in-one communication automation. 

The SimplyCast platform is a no-code platform that allows anyone to build and edit their solution. As a result, this solution is fully customizable: it can be tweaked or altered to meet the exact needs of every institution. 

Don’t worry about scalability and security! SimplyCast is an ISO 27001:2013-certified company with data centers in the USA and Canada. This means we can assure you that your confidential data is safe on our secure server and the messages you transmit are completely encrypted. Our platform has the capacity to send 100,000+ messages every hour and allows 10,000+ concurrent sessions. We can also acquire additional gateways and servers if you need them. 

Most importantly, we have a 99.5% minimum uptime. With our solution, you can have peace of mind.  


Don’t wait! Our experts are ready to give you a one-on-one demo to explain how this solution works. 

Simply request a demo by clicking the button below and let us show you how our solution can help you manage your New Member Referral solution more efficiently. 

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