The CRM build
Membership, events, and email, in place of YourMembership. This page is the scope, the working prototype, and the price for this part of the system.
01 · What we would build
Three parts, built together and to the same standard, plus the two layers underneath that make them work.
Member records, ten years of dues history, and the master accounts that tie them together.
Bottom line
Your member data stops being stuck in spreadsheets.
One event record holding every ticket type it sells, with sponsor benefits built in.
Bottom line
FSI stops being eight events.
Lists that build themselves from the member data, so nobody rebuilds them by hand.
Bottom line
The daily clip goes out without anyone keeping a spreadsheet of who gets it.
The two layers underneath
Neither is a feature anyone asks for by name. Both are where this kind of project usually goes wrong.
We pull from YourMembership's own live connection rather than working off a spreadsheet export, because the connection carries relationships a CSV file quietly drops.
The platform raises the invoice, Stripe takes the payment, and QuickBooks records it. Three things you already use, joined up, with nothing new to learn.
02 · Membership and money
This is an initial mockup, running on 2,975 stand-in records shaped like your real export. We work on it together from here. You tell us what you like and what you do not, and it grows into the real thing.
The eleven member types in the filter are the exact ones your export contains.
Open the member list
The same dues figures your export spreads across 170 columns, here as a history you can read straight down.
Open a member record
Six inputs, each stepping through its own set of tiers the way income-tax brackets do. The panel lists every tier it touched and what each one added, so a member who questions their bill can be answered straight from the screen. The rates shown are stand-ins until Calforests hands over the real ones.
Try the calculator
Each invoice carries its own balance instead of the system working it out from a status, so a part-paid invoice arrives part-paid rather than flipping to open or closed. Dues invoices are tagged separately from event and store orders.
Open the ledger03 · Events
The events side of the mockup. Same thing: click through it and tell us where it does not match how FSI actually runs.
Full conference, non-member, Wednesday only, Thursday only, student, awards dinner, field tour, exhibitor booth. Today each one is its own separate event. Here they are eight rows on a single event, each priced and capped on its own, with two-day and single-day tickets sitting side by side.
Open event setup
A company booking four colleagues is one registration with four attendee rows, each with its own ticket, so two can come for the full conference and two for Wednesday only. Redeeming a sponsor's included tickets creates those rows and lowers the sponsor's remaining count in the same click. That link is why we build membership and events together.
Redeem an entitlement04 · How we would run it
Four phases, ending in one clean switch. FSI 2027 keeps running on YourMembership the whole way through, so nothing here touches your busiest event.
We design membership, dues history, and events together, then rehearse the whole data move using YourMembership's live connection, checked line by line against your CSV exports, right down to the invoice balances.
Member records, the dues calculator on real rates, the yearly invoicing cycle, Stripe collecting payments, and the QuickBooks link. By the end of this phase, your staff can start using the admin.
Event setup with multiple ticket types, the attendee list, sponsor-ticket redemption, and the daily clip and campaign sends. All of it is built and tested while FSI 2027 runs on YourMembership, so the new events tools are ready for the first cycle after the switch.
The final data move, everyone resets their password on first login, and YourMembership is retired. The new platform takes over once FSI 2027 has closed.
05 · Investment
One fixed fee for the build, billed across the four phases. Then one flat monthly to keep the platform running, in place of what YourMembership charges you today.
Membership, events, and email, plus the data move and the staff admin. One fixed fee, billed against the four phases.
$20,000
Moving your records across. We charge $2,000 for this. The alternative is YourMembership's API add-on at $2,500, so doing it our way saves $500. Which one is needed cannot be settled until the build starts and we see what the export leaves out, so treat this as a contingency: the money goes either to us or to YourMembership, never to both.
$2,000
This covers everything. Hosting, the database, email, and the domain, plus updates, monitoring, and someone to call when something looks wrong. The accounts stay in Calforests' name and we run them for you.
$100per month
The website and the rule making assistant are scoped on their own pages. Every setup fee and monthly, including the ones above, is listed on the overview, with a total at the bottom.
Back to the overview06 · Next step
Nothing in the prototype can be broken.