Headline Metrics
- Chapter capacity doubled as the network grew from 9 chapters to 11 — while the Membership Management and Chapter Operating System saved $134K/yr in chapter-operations labor.
- An operating system for multi-chapter expansion — member onboarding, per-chapter Stripe, automated profile management, cross-chapter revenue dashboards, and documentation.
The Challenge
A multi-location private membership organization with 25+ employees was expanding its chapter network. The business had outgrown its manual operations as it added chapters:
- No membership onboarding platform — members were manually emailed and onboarded after purchase.
- No centralized view of revenue per chapter — sponsorships, events, and advertising were tracked separately, chapter by chapter.
- Bio editing, photo uploads, and file sharing for member profiles were all manual.
- No standardization of purchases or process across chapters, even as the network expanded.
The Solution
An operating system for multi-chapter expansion, built on ClickUp + workflow automation:
- Member onboarding system replacing manual, email-per-member onboarding.
- Standardized membership purchase flow across chapters, with Stripe wired per chapter.
- Automated bio editor and file-sharing setup for member profiles.
- Centralized per-chapter revenue dashboards pulling sponsorships, events, and advertising into one view.
- Automated follow-up notifications for onboarding.
- System documentation handed to the organization’s team for ongoing use.
The Results
- Chapter capacity doubled through standardization, and the network grew from 9 chapters to 11 during the engagement, adding new chapters.
- $134K/yr saved in chapter-operations labor — the standardized platform absorbed work that otherwise required additional operations headcount as the network expanded.
- Per-chapter revenue visibility stood up for the first time: sponsorship, event, and advertising revenue consolidated into per-chapter dashboards.
- Manual member onboarding, profile management, and purchase handling all moved to automated flows, with documentation delivered and the engagement formally closed out.