Strategic Membership & Revenue Operations
Transitioning from manual spreadsheets to a scalable, automated membership system.
Current Tech Stack
Why this matters commercially
ICMSA faces a critical operational handover in February 2027 as long-standing administrative knowledge retires. The strategic brief is to replace fragmented spreadsheets and disparate co-operative files with a central HubSpot architecture, allowing Catherine to absorb membership administration without inheriting an unsustainable manual workload.
Commercially, this protects vital subscription income. By uniting co-operative payment ingestion and direct-payment tracking, ICMSA gains immediate visibility over overdue contributions. Brian and the team can intervene earlier on outstanding balances, preventing delayed follow-ups from quietly eroding renewal rates and membership stability.
A resilient membership organisation cannot rely on individual memory or fragile spreadsheets: it requires clear contribution rules, structured payment ingestion, and reliable visibility across every member.
Automated visibility over fixed, variable, and legacy contribution arrangements allows earlier identification of overdue balances, ensuring delayed follow-up does not lead to unrecovered subscriptions or preventable member churn.
Consolidating member records and co-operative supplier numbers into a unified HubSpot structure removes single-person dependency, enabling Catherine to manage monthly administration smoothly alongside her wider responsibilities.
Standardised data ingestion flags unmatched references and duplicate payments for deliberate review, preventing misallocated funds while establishing clean auditability between co-operative deduction reports and member records.
The journey forward
Formal sign-off and shared environment setup in the Forbidden portal.
Alignment session to lock in the roadmap, key milestones and success metrics.
The strategic transition, integration and configuration workstreams.
Team training and process documentation to ensure confident adoption.
Final validation and go-live, moving the business onto its new foundation.
