As a participant, you will interact with other bootcamp members in an exclusive, invite-only forum within the Sidecar Community. Thomas Altman, Co-Founder of Tasio.com, will host weekly instruction on how to decipher your association’s data to increase your member renewal rates and how to use that data to create a game plan for member retention.
Each week, you'll work with Thomas using sample member data and spreadsheets, which you'll be able to keep for future reference. You will leave this bootcamp with an understanding of how to look at your association's raw data and create a workable retention model.
We are a community of learners — let’s learn together!
By the end of Data-Driven Member Retention Bootcamp, you will:
Use a sample spreadsheet of example association raw data to create metrics and KPIs
Create useful visualizations and line graphs in Excel to show the change in metrics over time
Create a playbook to identify members at risk of canceling
Create targeted strategies to retain those members
Formulate a workable retention model using your sample data
Participants will need:
Sidecar Member Price
Weekly lessons with Thomas on data-driven member retention. Join live and watch later.
Access and use sample spreadsheets of raw example association data.
Access to Sidecar's course "Predicting & Preventing Member Churn".
Access to an exclusive forum within Sidecar Community to connect with fellow bootcampers.
Week 1 | What is churn, why is it important, and how do we measure it?
October 25th | 10:00-11:00 CT
What is churn and why is it important?
How can churn effect your association's membership growth and efforts?
How can data be used to increase retention?
Week 2 | Data and Member Retention
November 1st | 10:00-11:00 CT
How to take your association’s raw data and turn it into behavioral metrics.
Define what raw transactional data is and how it’s different from demographic data.
Define Behavioral metrics and explain why these metrics matter to your organization.
Discover where you can find raw and behavioral data in your AMS.
Begin to transform your raw data into meaningful metrics using PivotTables and VLOOKUP.
Week 3 | Visualizing Important Features
November 8th | 10:00-11:00 CT
Identify the difference between scatter plots, line graphs and bar graphs and summarize what each type of visualization will tell you about your data.
Use different visualizations to identify important relationships and begin to use the visualizations to tell a narrative about how the data relates to retention, as an actionable metric.
Week 4 | Predicting Retention
November 15th | 10:00-11:00 CT
What is prediction, and why does it matter?
How to make predictions from historical data.
What to do with those predictions once they’ve been made.
Week of November 21 | Reflection & Application
Schedule a private meeting with Thomas to answer any questions you might have
Week 5 | Clustering, Segmentation and Data-Driven Personas
November 29th | 10:00-11:00 CT
What are personas and how they are used?
Traditional vs data-driven persona development.
Learn techniques needed to create data-driven personas.
Learn clustering and segmentation techniques.
Recommendations - Netflix/Amazon
Learn to build algorithms based on existing models.
Use recommendations to reach out to at risk members on a personal level.
Week 6 | A/B Testing
December 6th | 10:00-11:00 CT
How to know which messaging works best for which personas.
How to create A/B campaigns without fancy or expensive software.
How to evolve that outreach in the most intelligent and effective way possible.
Week 7 | AI and the Future of Member Retention
December 13th | 10:00-11:00 CT
Explore state of the art AI and Machine Learning techniques.
How can you take advantage of what you’ve learned so far to be at the forefront of member retention.
Learn how to leverage AI to generate individual outreach campaigns that target the right person at the right time with the right message.
Meet your guide, Thomas Altman.
Thomas Altman is a data scientist, association expert and entrepreneur. His first introduction to the world of associations was a decade ago when he took a job implementing AMS solutions right out of graduate school. With a degree in applied statistics and machine learning, he immediately saw a gap in what associations were doing with data and what was possible. He saw data either go unused or used to create flashy dashboards that had no impact on helping associations deliver on their missions. Thomas quickly realized that analytics that don't lead to measurable action are, at best, entertainment and, at worst, a waste of resources. He's dedicated his career to changing that and helping associations create data-driven action plans so they can know what needs to be done and know that it's working.
Thomas is also a proud husband and father of a two year old. Having visited 52 countries he's a prodigious traveler. He's a big foodie and a certified sommelier.
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