Call A Member Month
Gain the tools, insights, and confidence to connect with current members, re-engage lapsed members, and reach out to potential members.
Master Phone Skills, Boost Member Engagement
Picking up the phone to call your members can feel a little daunting, right?
It’s not always easy to have that direct conversation, but it remains one of the most powerful ways to engage with your community. That’s why Olena Lima from MemberBoat and Angela McDonald from Optimum Contact have teamed up to bring you Call A Member Month — a practical virtual program designed to help you and your team perfect the art of member engagement through personalised phone calls.
Why Join?
In this four-week program, you'll dive into proven strategies and real-life success stories from organisations like REINSW, Jobs Australia and Australian Shareholders Association. You'll gain the confidence and tools to connect with current members, re-engage lapsed members, and attract potential members. Whether you're running a renewal campaign, updating your database, or strengthening relationships, this program equips you with the skills to ensure your efforts are impactful and results-driven.
Drive Membership Retention and Renewals
By participating in Call A Member Month, you'll learn how to make the most of phone calls to retain your members and revive lapsed memberships. These conversations play a crucial role in your renewal campaigns and can significantly improve member satisfaction.
Re-engage Lapsed Members
Have some members fallen off the radar? Now’s the time to bring them back. Call A Member Month will guide you through the process of reconnecting with lapsed members, offering value, and encouraging them to renew their involvement.
Enhance Your Member Engagement Strategy
This isn’t just about making calls—this is about crafting a long-term member engagement strategy that works. You’ll walk away with proven techniques for segmenting your membership, creating tailored messages, and using data to drive better results.
Clean and Organise Your Member Data
Learn how calling your members will provide you with an opportunity to clean and enhance your member database in real time. During these conversations, you can confirm contact details, update preferences, and gather valuable insights about your members’ current needs.
What's Included?
Throughout this four-week program, you’ll get access to:
- Expert-Led Webinar: Learn from industry experts with real-world experience in running successful phone engagement and membership renewal campaigns.
- Real Case Studies: Hear how teams at Job Australia, Australian Shareholders Association and REINSW led effective phone campaigns, which have transformed their member engagement approaches.
- Sprint Week Challenges: Each week, you’ll complete an actionable challenge designed to improve your skills and help you reach out to more members.
- Ready-to-Use Scripts & Templates: Receive professionally designed templates for call scripts, member segmentation guides, and messaging templates to make your outreach more effective.
- Engaged Community Forum: Join a private forum to share your experiences, ask questions, and collaborate with other association professionals working on similar campaigns.
Program Outline
This intensive four-week program focuses on practical, actionable tools to help you get the most out of your member outreach:
Week 1: Kick-Off & Planning
Webinar: "The Secrets of Engaging Phone Conversations"
- Thursday, 17 October, 11:00 am AEDT
Start strong by learning how to segment your membership, craft tailored messaging, and prepare effective call lists. You’ll receive expert advice from Olena Lima on member engagement strategies and Angela McDonald on how to lead a successful phone campaign.
Week 2: Tools & Templates
Dive into the resources you need to execute your outreach. This week, we’ll provide scripts, templates, and engagement guides to help you structure your calls.
Discuss your progress in our online community forum and get feedback on your approach.
Week 3: Success Stories & Practical Application
Webinar: Real Life Case Studies
- Thursday, 31 October, 11:00 am AEDT
Learn from association professionals who have successfully run phone campaigns and achieved increadible results.
Confirmed panellists:
- Nicole Steers, Chief Operating Officer, Jobs Australia
- Jess Donati, Membership Manager, REINSW
- Rachel Waterhouse, CEO, Australian Shareholders Association
Week 4: Implementation & Wrap-Up
This is your time to shine! Put everything you’ve learned into practice by engaging with your members over the phone. The final Q&A session will review key takeaways, celebrate wins, and offer guidance on maintaining a long-term engagement strategy.
Who Should Join?
This program is perfect for:
- Membership Managers: Those looking to drive higher retention rates and improve the results of their renewal campaigns.
- Association Executives: Leaders seeking to enhance their member engagement strategies and explore new ways to connect with their community.
- Engagement Teams: Teams responsible for member relations, looking to improve outreach effectiveness through personal interactions.
- Anyone working with member-based organisations: Whether you’re re-engaging lapsed members or nurturing potential ones, this program provides the tools you need to succeed.
When & How to Join
- Dates: Monday, 14 October – Sunday, 10 November
- Investment: Free
Ready to Transform Your Member Engagement?
This is your opportunity to create lasting, meaningful connections with your members. Sign up for Call A Member Month and take the first step toward improving retention, boosting renewals, and strengthening relationships across your organisation.
Meet Your Instructors
Olena Lima
Founder & Principal Consultant, MemberBoat
Olena Lima CAE is the driving force behind the digital marketing agency MemberBoat and the online educational platform Membership Marketing School, both dedicated to help professional associations, industry bodies, and other membership organisations embrace emerging digital marketing tools.
Olena holds a master’s degree in marketing from UNSW and the CAE (Certified Association Executive) credential – a mark of excellence in the association management profession.
With a background in strategic marketing, passion for innovation and technology, and a deep commitment to raising industry standards, Olena shares her knowledge with associations professionals through workshops, speaking at conferences and industry events.
Angela McDonald
CEO, Optimum Contact
Angela McDonald is the CEO of Optimum Contact, with 20 years of experience in the call centre industry, focusing on membership-based organisations.
Angela is dedicated to developing engagement strategies that ensure members feel valued, foster stronger connections, and support associations in building long-term relationships with their communities.
At Optimum Contact, we enhance member engagement for associations with a personal touch. Our team of skilled conversationalists effectively conveys your association’s value proposition, offering member support, personalised communication, and data washing services. Blending advanced technology with a human approach, we improve member interactions, resolve issues efficiently, and drive retention, renewals, and revenue. We’re dedicated to building stronger relationships and ensuring higher member satisfaction.
What's included?
Each week, you'll receive a detailed list of tasks to guide you through the clean-up process. These tasks are designed to be manageable and impactful, helping you make significant progress without feeling overwhelmed.
WEEK 1: TAKE CONTROL
Your own platforms
During the first week we'll review the platforms and content you own and can control. We'll be checking all your assets, including your website, automated emails, and other software elements that are easy to miss.
week 2: social check-in
Check your social media presence
During the second week of the Challenge, we'll review your social media platforms and unveil how you can easily optimise your digital presence and improve your social media marketing.
WEEK 3: Don't hide, seek attention!
Make sure you're easy to find
Our presence is not limited by the media we own – we often send information to our partners to expand our presence. During this week, we'll check your partner links, learn about how third-party tools (e.g. Google My Business) can broaden your presence, and share tips on improving your search results.
WEEK 4: What's out of your control
The voice of your audience
Your digital presence is also defined by things totally out of your control – like reviews or comments on social media. This week we'll learn about the tools and techniques for improving how you listen and respond to what people say about your association.
But wait! There's more!
✔ Run a website health check
✔ Optimise your social marketing
