The things you use, not the things you read.
Templates you copy and checklists you work through — the agenda for Tuesday, the emails that get renewals paid, and the list to tick off before you cancel anything. All of it complete on the page, none of it behind an email form. The guides explain; these are the artifacts.
Is your spreadsheet ready to move?
Seven checks against your own file, the import template, and the exact column names the importer recognizes without you renaming anything — generated from the importer itself.
Check your spreadsheet →The cluster nobody else writes
There is no vendor with an interest in explaining how to leave, which is why none of this exists anywhere else. It is written to be useful whoever you move to — including staying exactly where you are.
What to export before you cancel anything
The vendor-neutral export checklist: every file to pull out of your membership platform before the account closes, and what is gone for good if you don't.
Open the checklist →Moving off a spreadsheet without losing the twenty years in it
A practical migration path from spreadsheet to real software: what to clean first, how to handle households and lapsed members, and how to check it worked.
Open the checklist →The first 90 days on new membership software
What to do in weeks 1, 2-6 and 7-12 after switching platforms — the order to turn things on, and the checks that catch a bad migration before renewals do.
Open the checklist →Board approval pack for new membership software
A one-page board proposal for switching membership software: cost, alternatives, risks stated honestly, and the motion wording to minute.
Copy the template →Copy, change everything, keep the shape
Full text on the page, one click to the clipboard. Every square bracket is yours to replace.
Board meeting agenda template
A fill-in board meeting agenda template for clubs, associations and HOAs — with timings, the consent agenda, and the parts most boards leave out.
Copy the template →Board approval pack for new membership software
A one-page board proposal for switching membership software: cost, alternatives, risks stated honestly, and the motion wording to minute.
Copy the template →Membership renewal email templates
Three renewal emails that get opened — 30 days before, on the day, and 14 days after lapsing — with the reasoning behind each. Copy and edit.
Copy the template →For the year, and for the handover
Written for the volunteer who inherited the job and was not given a handover — which is most of them.
The membership year, month by month
A month-by-month checklist for running a membership year — renewals, the AGM, data hygiene and the handover. Written for volunteer treasurers.
Open the checklist →What your member record should actually hold
The fields a membership record needs, the ones that cause problems later if you skip them, and the ones not worth collecting at all.
Open the checklist →Looking for the longer explanations?
8guides cover the reasoning behind all of this — how to manage club membership, what an AMS actually is, self-managing an HOA, reserve studies and CC&R enforcement.
Read the guides →One email a month, for people who run the thing
What we published, what shipped, and anything worth passing on to a volunteer board. Not a drip sequence, not a sales cadence — one email, unsubscribe on every one.