TRASCRIZIONE 🔗
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Hello everyone, and welcome to this episode of the Breaking the Blueprint podcast.
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I am your host or one of your hosts, Vinay Parmar keynote speaker and managing director of customer whisperers, and my co-host is
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Iqbal Javaid I am the director of Evolved and glad to be here.
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episode six, I think.
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Yeah, episode six, halfway through our commitment for the year.
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That's good.
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Yeah, that's true.
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Yeah, we're
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halfway there.
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Exactly.
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So listen, Iqbal, we had a really great show last time with, James from Zoom.
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talked a lot about metrics, sparked a lot of conversation.
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We got some great comments and questions, coming into us.
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and yeah, I think James really shine a light on some really interesting areas.
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and it definitely sparked, some good thought in my network at least.
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I dunno, how did you find it?
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Yeah, it's a quite a contentious issue'cause everybody has a different opinion on, metrics and what, it means for people within that.
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Within that space.
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And, it, it definitely for me just sparked a load of conversations with lots of customers and we're always learning from each other.
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And, for me, work when working with organisations it's,
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yeah,
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trying to, as I said in the last episode, it's trying to figure out what, can we try and achieve with the data that we've got?
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The data's all there.
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Yeah.
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Let's just try and figure out what we're trying to achieve as a business.
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Yeah.
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and the, for me, the big takeaway was, the metrics.
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And the metrics and we talked a little bit about measuring what's right for your organisation But really it was what's beyond the metrics and the value, in the data.
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You get the ability to mine it deep understand, Deeper issues in, what's going on, and use those to shape that forward conversation and how to have that conversation at the C-suite level and present.
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the data in a way that holds people to connect with it.
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And you're not just putting up a dashboard that says, Hey, here's our NPS and here's our csat, but there's meaning in, and there's actually connection to the bottom line with it.
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So that was a, good conversation.
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Yeah.
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Anyway, today we have a different topic.
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Today we're talking about membership organisations and, in prepping for this episode, we were scratching our brains about the membership experiences we've had I've had the archetypal sign up for a gym in January and then let it run for the year, but only really use it between January and probably the first week of February.
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but you were sharing an experience that you had?
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I.
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With a, with an organisation where you had a subscription membership type thing.
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Yeah.
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look, as you say, we, all experience it.
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And, you talk about your gym membership last until February, that's pretty good.
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generally by the end of Jan, I'm done.
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but the, I think the one that perhaps many of us have had some experience with the, likes of HelloFresh, for example.
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being a subscriber and have had a pretty good experience with the service and everything else, it just, it got to a point where it just wasn't fitting our lifestyle, just with the way we, the kids eating at different times and wanting different foods and blah, blah, blah.
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Anyway, I won't go into the details, but I think what the, what kind of let me down in the whole process was me disconnecting from the service.
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They made it bloody painful.
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Made it really difficult.
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And and that's all I remember now.
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That was a lasting experience with hella freia.
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Now actually, my wife and I were discussing that we could do with going back to something like that, but we're a bit reluctant to go back to them just because of that.
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And we spoke, about this, the experience that we've had.
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and it just, that's just one example of, actually, maybe we'll cover this in our topic today, But It's all well and good, maintaining a good service.
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when a customer was to break up with you, make it as painless as possible.
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Yeah.
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Because actually they may wanna come back.
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I, would never encourage anybody to go back to their ex-girlfriend or, anything like that.
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But it's, yeah.
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it's always possible.
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Yeah.
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It is.
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and people often forget, a key touch point in the customer experience is the breakup.
Load full transcript
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and, they don't pay enough attention to it.
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because a good breakup can leave a good story, and there's always the possibility of.
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Coming back.
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But even when people break up with your organisation it's what they tell their friends, family, loved ones, et cetera, about how the experience was.
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So anyway, look, before we go off into a tangent about relationships and all that kinda stuff, let's, let's introduce our guest for today.
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Mel, welcome to the podcast.
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Would you like to tell our viewers, listeners, who you are, what you do, a bit about your background, and then we'll dive into the topic.
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thank you.
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Thank you, Vinay.
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Thank you Iqbal.
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Thanks for me having me.
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my name's Mel.
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I am the director of Agentic Consulting.
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we're a brand new consulting firm, but we work specifically with the membership sector.
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I've done 30 years in membership from leisure memberships to professionals, charities, all kinds of experience, and have seen all these problems, challenges and opportunities at the membership, et cetera.
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Firsthand.
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so we are looking at seeing how we can help organisations to, to bring this customer experience to life with them and look at their whole journey.
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but using things like AI and new technologies, there's lots of opportunities to, to take this technology and make it work for the membership organisations we are hoping to be the translators.
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We're hoping to help the membership organisations'cause we speak membership.
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Yeah.
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But help the tech companies to make that connection.
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Yeah.
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Yeah.
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great.
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Look, I'm sure we'll get into some really interesting conversations, but I think we'll start off with the first question is, because a lot of people will be familiar with customer experience in a traditional B2C organisation or a B2B, but just help us paint a picture of the membership landscape.
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What do we mean by membership organisation A little bit about some of the organisations that work in there and, yeah, just give us a bit of a whistle stop tour of the landscape, if that's okay.
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So the land landscape is broad.
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You've been talking about HelloFresh and subscriptions from the commercial side.
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you
can go right through to your gym Memberships, you, most people have a membership of some sort.
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you may be a member of your professional body by the Charter, charter Institute, marketing, or the accountants.
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Yeah.
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you may be a member of a medical charity, the BMA or a, an organisation like that.
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You, lots of people are members of National Trust.
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There's 6 million members in the uk or you are a member of a union.
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Huge number of people are members of unions.
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These are all organisations where you have, a relationship with them and it's normally a paid subscription relationship.
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So either annual or monthly.
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and you expect to have some services back in response for that membership, or you're doing it altruistically, but you still wanna make feel, you want to know that you're making a difference if that's a charity membership, like the Wooden Trust.
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Yeah.
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So if you are giving, for example, I think other memberships I've had in my lifetime are things like the national trust.
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I'm a member of the local Chamber of Commerce here in Birmingham.
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Institute of Directors I've been a member of, and people like that, as well as gym memberships and services.
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So this is really, I'm paying a regular outlay to an organisation to be part of something in exchange for a value that they're driving.
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or they're delivering for me.
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is that's the basis.
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Absolutely.
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And the, idea around membership, it, it is gold dust.
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It is the golden goose because you have a recurring membership or recurring payment happening all the time.
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so for organisations that's just gold dust compared to other organisations who have to have a transaction every time.
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Yeah.
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You've committed to that for a year or longer.
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So just on that then, like you, you talk about paid membership.
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If we start off perhaps with.
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your kind of basic free membership, there's a lot of that, right?
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you're aware members of loads of things that we probably don't remember, but they don't really add much value to us.
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The question is, why are organisations doing that?
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What benefits is there in having somebody be a member when actually they're not?
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There's no real commitment on either side to, in all honesty, but I see more of that then, perhaps before we delve into the paid membership,'cause that's quite obvious.
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if I'm paying for something, I expect something, back.
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but if it's just like a, I dunno, Tesco club card, you know what you're getting without a real commitment there.
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But it doesn't cost me anything as a customer.
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Yeah.
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and the benefits for the organisations are that you have a relationship.
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You, you get a brand and loyalty to that organisation You,'cause you feel part of that organisation You feel that they're listening to you, you feel that they are, they're doing something slightly different and you are getting a benefit in another kind from them.
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and so quite a lot of organisations will start off with a free type subscription.
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And the idea is then they take you.
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Maybe onto that first level.
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Maybe not a loyalty scheme, but another one and they will take you on that area.
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It's a good hook in for an organisation to make you feel that you're part of a community,
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you're part of something.
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There's a feeling of, I guess a bit of exclusivity.
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Yeah.
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Costco for example, I'm a member of Costco.
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Yeah.
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and I don't shop there that regularly, but I shop there frequently enough that I feel I can gain in value for the membership.
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Yeah, but It is, you're a bit, there's a bit of an exclusive club.
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You're getting, a good deal and some stuff, and this
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friction as well, I find with Costco as an example to become a member.
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It's not as you gotta go in and you gotta queue up and
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it's,
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it's crazy that in this day and age they still, but yet people still do it.
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It doesn't stop them from.
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From becoming a member.
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Yeah.
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Yeah.
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But presumably they think they're getting that value, they're getting that community, or they're getting an extra discount or a value that something that somebody else can't have.
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Yeah.
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Yeah.
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and that's where it's going.
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But lots of organisations have got to the stage where they just take that, they take the money at the beginning.
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And then
don't think of that as a membership or as a relationship.
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They just think it's transactional.
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Yeah.
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And a good membership is both transactional, that you get a, benefit, saving money or saving time.
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Yeah.
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But you also feel like, ah, I've got my community.
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Yeah, I know where I'm going to be.
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I can talk to these people.
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They are my people.
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it makes people feel part of something.
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and if you've got a problem, you can go back to That organisation Yeah.
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Or that community and talk about it.
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Yeah, So that's where they, are losing a lot of that relationship at the moment because they are, oh, I've just gotta give transactional value.
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And they don't always achieve that.
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Yeah.
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Yeah.
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I guess it's that part of being taken for granted that once the direct debit or the regular.
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Transactions being collected by the organisation and so I clearly the experience, whether you wanna translate as I feel the value that I'm getting or whatever is important.
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So what are the what does organisations get wrong from your perspective?
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you've spent a long time in that sector.
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Yeah.
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what would you say are the top three or four key guess mistakes or missteps, whatever you wanna call them.
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what would they be?
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I think the first one really steps where you take the money and then you don't think about that journey, that customer experience journey.
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You don't onboard them well.
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quite often an organisation will take the money and then send you a welcome pack.
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You might get one on time, you might get one late, you might not get anything at all.
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and then they'll bombard you.
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With communications, they'll then stick to you on, your mailing list and you just get everything.
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and quite often the organisations will send you the same email whether you've been there 25 years.
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yeah, Or whether you've just joined.
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Yeah.
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Whether you've, you are, you're a student, or whether you are a retired member, you get the same information.
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We are time, short people time short.
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One of the benefits of being in
a membership.
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Of an organisation is that you, you save that person time or money or you, you, make their life easier.
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Yeah.
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And they don't make your life easier.
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And, I guess, being a member of an organisation means that I've exchanged some data that gives you some information about me in a way that if I've just walked into your store, paid via contactless and not exchange any data, you could forgive the organisation for not knowing enough about me.
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as you were saying that, I was thinking about a couple of, there's an organisation I won't say who they are, but I've been a member of for two years, and they sent me a welcome letter two years into my membership with my card that I'd never received before, saying, welcome to X organisation a, month before my membership was about to expire.
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Now I was already thinking about not renewing.
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But what do you think I did when I received a letter saying I've been a member for two years and welcome to my welcome to ship.
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no apology
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for forgetting
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it.
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it.
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is that they are, a lot of all these organisations have got stuck in the systems.
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They, the system is running them and they're not thinking about the member, but that's what the system says I need to do and I can't change the system, so I'm just gonna send it out regardless of what's gonna happen.
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and they'll just not, they're not joined up.
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They're not thinking it.
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through.
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Yeah.
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and I think that.
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that, we talk often in CX about this drive for personalisation Yeah.
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For doing that And as you were saying, the comms as well, I noticed that the newsletter that will come out from said organisations will be exactly the same to me as to anyone else, they'll make no, basic Curation or personalisation to make it feel different for a member that's two years in or one year in, or maybe the kind of business that I run versus the, kind of business that somebody else runs.
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It's all very standard and generic.
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I think generally marketing or marketing campaigns for lots of organisations is just a male blast of the same email.
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to everyone.
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A lot of the time that happens, it's,
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but, I think just going back to your point, it's, you've gotta differentiate between members and non-members first of all.
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Like sure.
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Use the generic marketing strategy against those that aren't, a member, but a member that's shown you loyalty.
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You've got data on these people, you can see what they're buying behaviors been like.
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maybe what they're doing on social platforms to do a bit of social listening and really Build a picture of what your, what this member looks like, and then build a personalised offer that really meets that person's kind of concurrent needs.
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and surely, like I, I, feel like the data's there for us to, figure out.
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But it just goes back to systems.
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I think that's a hundred percent true.
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Yeah.
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So, the first one you shared was, The lack of personalisation treating everyone the same.
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What, are other mistakes do you, feel that they make
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So I think they are complacent quite a lot of the time.
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this is what we've always done, this is what you've had.
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and I, think expectations are changing what young people want versus somebody that was there who's been there for a long time, is very different.
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And so they're still pushing out the same sort of benefits.
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in the same way they say, oh, but we do email now or we do a podcast.
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and you, they're still using the same content and they're still not thinking that content through.
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They're making it hard for people to access the services.
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if you go onto their website, finding content, can be a mire.
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You can't find it.
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when the internet came in many years ago, lots of membership organisers said, oh, that's the end of us.
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That's the end of what we do.
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I said, no, it's not.
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Because people want you to create the best content.
00:15:05.746 --> 00:15:12.407
You want to be able to go to your professional body or to the national trust or to any other organisation and know that they give you what you need.
00:15:13.126 --> 00:15:13.187
Yeah.
00:15:13.187 --> 00:15:14.537
That you know it's right and it's good.
00:15:14.777 --> 00:15:14.836
Yeah.
00:15:14.836 --> 00:15:19.157
So content curation and, making sure that they surface really good content.
00:15:19.157 --> 00:15:19.336
Yeah.
00:15:19.336 --> 00:15:19.961
That's relevant.
00:15:20.662 --> 00:15:22.251
Is something that they really struggle with.
00:15:22.611 --> 00:15:24.022
Again, partly down to systems.
00:15:24.922 --> 00:15:32.211
but again, using their, the behaviors, their con their data to understand what are people
looking at, what are they look interested in?
00:15:32.211 --> 00:15:33.381
Can we do some active listening?
00:15:33.442 --> 00:15:34.371
Oh, that's coming up.
00:15:34.701 --> 00:15:36.591
They don't, they get into this mire.
00:15:37.581 --> 00:15:42.652
and that's partly driven by a lot of these organisations in this sort of not-for-profit sector are.
00:15:42.981 --> 00:15:46.162
Managed by boards and, quite heavy governance.
00:15:46.642 --> 00:15:56.631
So you may be a brilliant engineer and you may have a brilliant marketer, or you might be a brilliant accountant or you might be a really interesting camping caravan, member.
00:15:57.711 --> 00:16:03.922
but you don't know how to necessarily run A membership organisation and, they quite often will drive the agenda.
00:16:04.341 --> 00:16:07.971
Because they are quite often the skew, they have the 10% on the end.
00:16:07.971 --> 00:16:09.591
They're not the 90% the middle.
00:16:09.772 --> 00:16:10.101
Yeah.
00:16:10.131 --> 00:16:15.022
So you get stuck in that rut of just the same thing and not moving the times.
00:16:15.027 --> 00:16:15.106
Yeah.
00:16:15.106 --> 00:16:15.386
Okay.
00:16:16.576 --> 00:16:16.866
yeah.
00:16:16.897 --> 00:16:17.187
Okay.
00:16:17.871 --> 00:16:18.501
Anything, else?
00:16:18.682 --> 00:16:21.741
Maybe a, third one just to, to wrap this bit up and then we can Yeah.
00:16:21.741 --> 00:16:26.932
I think they, they aren't doing enough with their data.
00:16:27.142 --> 00:16:29.211
You, started off this podcast thinking about data.
00:16:29.662 --> 00:16:33.922
They have a lot of data, but it's in systems and they're not joining it together.
00:16:34.282 --> 00:16:34.461
Yeah.
00:16:34.491 --> 00:16:36.081
So that's one of the biggest challenge.
00:16:36.081 --> 00:16:39.591
Maybe from them, it's a challenge for them, for the members.
00:16:39.621 --> 00:16:42.392
They're not using the knowledge they have to personalise
00:16:42.711 --> 00:16:42.892
Yeah.
00:16:43.206 --> 00:16:53.136
what's interesting about what Mel's saying here is, actually if you take membership out of it and, you look at organisations personalisation Listening to your customers and understanding them, it's the
00:16:53.136 --> 00:16:54.006
same rule to apply
00:16:54.216 --> 00:16:56.047
and using that data Yeah.
00:16:56.076 --> 00:16:57.486
To build stronger connection.
00:16:57.486 --> 00:17:00.576
Relationship the same, yeah, the same challenges apply, right?
00:17:00.581 --> 00:17:00.751
Yeah.
00:17:00.756 --> 00:17:00.907
Yeah.
00:17:01.356 --> 00:17:11.017
and actually your observation about boards and maybe, in organisations similarly, you have people that, think they have a typical customer or typical segment.
00:17:12.096 --> 00:17:23.646
you see a lot of these memes going round, in marketing posts where they have, marketing segment and they talk about, born, both born in 1945, both this, both that it looks exactly the same.
00:17:23.646 --> 00:17:29.166
And one's I know, one's Hitler and one's somebody else.
00:17:29.166 --> 00:17:31.567
so it's only when you show the picture that you see that they're different.
00:17:31.807 --> 00:17:53.571
But actually the demographic things, and I think there's a, there's this, without going off on a tangent, that's why we're moving to Beyond those typical market segmentations of just social economic indicators to other behavioral segmentation as well, which is an important, I wouldn't say it's emerging'cause it's been ran, but that kind of that behavior or psych, is it psychographic?
00:17:53.662 --> 00:17:55.162
Yeah, I think so.
00:17:55.162 --> 00:17:55.163
Psycho, yeah.
00:17:55.221 --> 00:17:57.142
Those kind of things that that kind of come into it.
00:17:57.172 --> 00:17:58.132
Okay, great.
00:17:58.971 --> 00:18:01.251
So they're The kind of key problems.
00:18:01.852 --> 00:18:05.182
So what's the route to solution here?
00:18:06.412 --> 00:18:13.162
I'm, your consultancy, works with these organisations and is focused on ai.
00:18:13.821 --> 00:18:15.622
So what is the role of ai?
00:18:15.622 --> 00:18:22.642
What's the potential that AI has for these membership organisations in solving some of these issues and problems that you've set out?
00:18:23.001 --> 00:18:27.832
I think, one of the biggest, potential is, that data, that insight.
00:18:28.041 --> 00:18:30.201
So they've got lots of systems, lots of insight.
00:18:30.321 --> 00:18:44.362
AI can bring that data together and it can start to look for patterns and it can start to preempt to one of the things that's really exciting from the a for the membership sector board is wouldn't it be great if we could take that data and we see where somebody does lapse.
00:18:44.781 --> 00:18:47.991
And we go back and look at the data and we go, ah, those are the trigger points.
00:18:48.172 --> 00:18:48.981
That's interesting.
00:18:49.011 --> 00:18:50.662
And you can map that against other data.
00:18:50.662 --> 00:18:50.961
So you.
00:18:50.961 --> 00:18:53.061
can actually preempt somebody that's likely to lap.
00:18:53.602 --> 00:18:59.662
So if you're with HelloFresh, you suddenly start to order slightly less, or you extend your period.
00:18:59.692 --> 00:19:02.662
Or it could be with a national trust.
00:19:03.112 --> 00:19:05.362
You can see they're not visiting the sites anymore.
00:19:05.362 --> 00:19:06.951
They're not opening the emails.
00:19:07.041 --> 00:19:07.132
Yeah.
00:19:07.132 --> 00:19:08.241
They're not engaging.
00:19:08.541 --> 00:19:11.332
Wouldn't that be fantastic that I could actually red flag those members?
00:19:11.362 --> 00:19:11.511
Yeah.
00:19:11.602 --> 00:19:12.352
Before it happens.
00:19:12.352 --> 00:19:13.102
you go, ah.
00:19:13.416 --> 00:19:14.467
This person's at risk.
00:19:14.586 --> 00:19:20.467
Can I do something about it So data and preemptive, action is brilliant.
00:19:20.567 --> 00:19:22.576
data is a key, part of the whole thing.
00:19:22.606 --> 00:19:22.997
Okay.
00:19:23.807 --> 00:19:29.596
but then one of the challenges that organisations will often flag up is the data sits in legacy systems.
00:19:29.656 --> 00:19:31.037
It doesn't talk to anything else.
00:19:31.037 --> 00:19:32.416
It's not connected in any way.
00:19:33.436 --> 00:19:37.142
how do you Think about that in this, context.
00:19:37.892 --> 00:19:38.612
You're absolutely right.
00:19:38.912 --> 00:19:44.132
that's one of the critical problems that the membership organisations and I'm sure other businesses have as well.
00:19:44.731 --> 00:19:52.801
So historically they would've had a membership database, which is really used to transact, would've, given you your, make sure the renewals went out.
00:19:53.192 --> 00:19:55.471
But now they've got an email database.
00:19:56.521 --> 00:20:00.842
and so the email information is held there and the events database is somewhere else.
00:20:00.872 --> 00:20:02.761
And webinar could be somewhere else.
00:20:03.061 --> 00:20:03.902
Social listening.
00:20:04.166 --> 00:20:05.547
You've got lots of different platforms.
00:20:05.906 --> 00:20:11.366
The real exciting thing around AI and the way data's working now is you don't have to have everything in one place.
00:20:11.666 --> 00:20:11.876
That's true.
00:20:12.237 --> 00:20:17.122
I worked for one organisation that had one database for everything, whether it was a mug.
00:20:17.791 --> 00:20:22.412
Or a woodland or a member, everything was in one database and It ended up imploding.
00:20:22.412 --> 00:20:23.461
It just doesn't work.
00:20:23.971 --> 00:20:25.832
You don't have to use one system.
00:20:26.071 --> 00:20:28.261
What you need is some clever tech underneath.
00:20:28.261 --> 00:20:29.731
So either a data layer.
00:20:30.092 --> 00:20:30.811
So a data layer.
00:20:30.811 --> 00:20:35.162
is really good, that it's the brain, it will transact and it will move the information around what needs it.
00:20:36.241 --> 00:20:39.061
and lots of organisations now putting data warehousing behind that.
00:20:39.561 --> 00:20:42.771
So as long as you've got a connection with a membership you have that connection.
00:20:42.771 --> 00:20:45.771
you have a membership number where they've logged in to do something.
00:20:46.071 --> 00:20:46.162
Yeah.
00:20:46.192 --> 00:20:50.902
Or you've got an email address, you can then start to track that information right across.
00:20:51.172 --> 00:20:51.412
Yeah.
00:20:51.412 --> 00:20:57.491
It's like that gold, the golden record of, I think I referred to it as a A golden record as a key ident.
00:20:57.491 --> 00:20:58.721
A unique identifier.
00:20:58.721 --> 00:20:58.961
Yeah.
00:20:59.112 --> 00:20:59.352
Yeah.
00:20:59.352 --> 00:21:02.321
That means that if this is my member, everything that happens connects to this number.
00:21:02.321 --> 00:21:02.471
Ex
00:21:02.561 --> 00:21:03.372
Exactly that.
00:21:03.521 --> 00:21:10.122
and I think you, are spot on in terms of, there is a massive desire to consolidate a lot of the, data.
00:21:10.122 --> 00:21:13.092
But that's gonna take time because you've got different systems in place.
00:21:13.692 --> 00:21:26.886
that's why you do what, I'm seeing this with a lot of organisations They have a strategy around looking at Snowflake or Tableau to try and consolidate and, Create that layer of data that can be tapped into in any, which way.
00:21:27.156 --> 00:21:33.906
I think what's really exciting is, how we can start to build agents essentially that can go and access data from wherever.
00:21:33.906 --> 00:21:41.826
It doesn't matter where it is anymore, and that's why it's changing the landscape for some new software vendors out there, because you've got the ability to just drop an agent in.
00:21:42.422 --> 00:21:43.981
And it will just go and find that data.
00:21:44.071 --> 00:21:44.402
Yeah.
00:21:44.402 --> 00:21:46.082
And then it will trigger some follow up.
00:21:46.231 --> 00:22:05.942
So just before we delve into the world of AI agents, because again, we've got a range of listeners and people that view that are super into AI and understand it, but just for everybody to get us sort on the same page, can you just very quickly explain the difference between what we call generative AI and an AI agent?
00:22:05.971 --> 00:22:07.531
What's, what are we talking about here?
00:22:08.086 --> 00:22:12.662
So this is an area where it's, understanding what your outcome is that you want to get to.
00:22:13.037 --> 00:22:15.257
So generative AI is getting information together.
00:22:15.527 --> 00:22:23.416
it's creating that knowledge base that you need, whereas you have an agent who's actually interpreting it and then connecting with your member itself.
00:22:24.856 --> 00:22:31.517
we have, we've been looking at, using AI to, to surface data, to learn, to insight, fantastic.
00:22:31.547 --> 00:22:33.047
the speed, the things can happen now.
00:22:33.826 --> 00:22:41.416
we talked about, you talk about Tableau, worked with an organisation gave'em some information on the Friday, they created a membership dashboard, was fully integrated.
00:22:41.606 --> 00:22:44.186
By the Monday, I was like, wow, it's amazing.
00:22:45.057 --> 00:22:58.436
but what's really interesting now is that you, can use an agent now to actually interpret that data and feed it back to the customer or the member in real time, so they don't have to wait for somebody to go look up something.
00:22:58.436 --> 00:22:59.307
It's immediate.
00:22:59.307 --> 00:23:05.416
So instead of having to ring between nine and five, you can ring it, 10 past midnight and go, I need to renew.
00:23:05.416 --> 00:23:06.676
'cause that's what I remembered how to do it.
00:23:06.946 --> 00:23:12.047
I remembered then, and actually I can't figure my way around the website, but somebody would just lead me through it.
00:23:12.406 --> 00:23:15.886
that's the exciting thing about how natural language Yeah.
00:23:16.517 --> 00:23:17.866
AI is now
working as well.
00:23:17.926 --> 00:23:18.166
Yeah.
00:23:18.166 --> 00:23:20.326
'cause they both use LLMs.
00:23:21.106 --> 00:23:21.436
Yes.
00:23:21.467 --> 00:23:25.366
But generative is input in, in, output out.
00:23:25.366 --> 00:23:27.676
So it's an instruction to do this for me, do that.
00:23:27.797 --> 00:23:28.007
Yeah.
00:23:28.067 --> 00:23:31.186
Whereas Agentic is starting to think and reason.
00:23:31.606 --> 00:23:37.186
and do some decision making within what it's, what, it's, what it's capability is to, be able to go.
00:23:37.936 --> 00:23:40.126
I saw a really, a good example on stage.
00:23:40.636 --> 00:23:47.537
the other day I was at a conference and this guy, was demonstrating, said, who is, it was, Chris Hay, this, a chap called Chris Hay.
00:23:47.807 --> 00:23:48.916
And he put, who is Chris Hay?
00:23:48.916 --> 00:23:55.247
And he showed if he did that with a generative ai, the output that you would get, and then he did an agent and then the agent.
00:23:56.221 --> 00:23:58.832
talk through, this is the methodology I'm going To use.
00:23:59.342 --> 00:23:59.402
Yeah.
00:23:59.402 --> 00:24:00.511
To explore who Chris is.
00:24:00.511 --> 00:24:03.902
I'm gonna search this I'm gonna go here, I'm gonna a suggested methodology.
00:24:04.231 --> 00:24:05.251
Then it went and did it.
00:24:05.551 --> 00:24:12.541
Then it came back with the data, and then it analyzed that data and then came back and it just refined it through a process, which I thought was, really interesting.
00:24:12.541 --> 00:24:29.267
I know this, podcast is not necessarily about ai, that link into how can AI help these organisations In that data space, it feels like taking them beyond the, just giving me some insights from what's driven to take the insights and do something with it.
00:24:30.136 --> 00:24:31.981
Yeah, you're absolutely right and I think it's really interesting.
00:24:31.981 --> 00:24:38.176
I worked for an organisation years ago and we had a slightly, disruptive implementation of a CRM system.
00:24:38.267 --> 00:24:38.507
We had.
00:24:39.317 --> 00:24:41.596
Hundreds of complaints, hundreds and hundreds of complaints.
00:24:41.987 --> 00:24:46.336
and I looked back on it and I said to them, I need a, report on this.
00:24:46.336 --> 00:24:48.017
I need to know what, was going wrong?
00:24:48.047 --> 00:24:49.037
How would we fix it?
00:24:49.426 --> 00:24:51.257
And they came back with 42 complaints.
00:24:51.257 --> 00:24:53.176
I went, I've done more of That myself.
00:24:53.596 --> 00:24:55.967
And we, they weren't learning, they weren't doing that feedback.
00:24:55.967 --> 00:24:59.866
So you've still got organisations who are not taking feedback at all.
00:25:00.707 --> 00:25:02.686
they're not even using the feedback that's in their hands.
00:25:02.747 --> 00:25:09.826
The AI interpretive agents will now say, actually, I did that last time when somebody tried to join and they didn't work.
00:25:09.826 --> 00:25:11.176
Let me try this approach.
00:25:11.507 --> 00:25:13.007
Ah, if I do that approach.
00:25:13.007 --> 00:25:14.267
I get more recruitment.
00:25:14.507 --> 00:25:21.017
So you get, you can, they literally will learn on the job just like a human, but they're taking all that information in.
00:25:22.547 --> 00:25:29.656
it's classic, membership or call center stuff where you get a similar complaint or niggle that's coming in.
00:25:29.656 --> 00:25:29.717
Yeah.
00:25:29.717 --> 00:25:31.307
They don't quite record it anywhere.
00:25:31.547 --> 00:25:31.666
Yeah.
00:25:31.967 --> 00:25:35.057
And then you have a meeting when it all blows up.
00:25:35.086 --> 00:25:37.906
Oh, I knew about that and I knew about that, but they don't.
00:25:38.777 --> 00:25:41.207
Our human nature, we don't share the same problem.
00:25:41.297 --> 00:25:41.567
Yeah.
00:25:41.567 --> 00:25:43.156
And our AI will do that.
00:25:43.156 --> 00:25:44.207
They'll figure that out.
00:25:44.477 --> 00:25:44.987
Exactly.
00:25:45.227 --> 00:25:47.656
and I think it's what it leads to then, isn't it?
00:25:47.807 --> 00:25:54.977
It's you've, got this agent in there that's, potentially detected a trend or something that's going on, across.
00:25:55.576 --> 00:25:56.807
different conversations.
00:25:57.646 --> 00:26:07.217
and then it's, and I think this is where people are failing, organisations are failing, is They might still be deploying AI and then they're uncovering stuff, but they're not actioning it.
00:26:07.247 --> 00:26:09.916
They're not triggering it in the right way, because that takes a lot of.
00:26:10.471 --> 00:26:19.321
Thought design and obviously execution to ensure that yes, the agents can self-learn and do stuff, but you've still got to guide them in the right way.
00:26:19.561 --> 00:26:21.961
You still need human in the loop at some point, potentially.
00:26:21.967 --> 00:26:22.196
Yeah.
00:26:22.231 --> 00:26:22.442
Yeah.
00:26:22.622 --> 00:26:30.662
and I think this kind of gets us to the next stage of the conversation, which is that practical implementation because there's lots of talk about what AI can do.
00:26:31.201 --> 00:26:38.491
everybody's, I think I heard, civil service have implemented, Microsoft co copilot and a 20% saving.
00:26:39.122 --> 00:26:40.142
And time, right?
00:26:40.412 --> 00:26:44.132
But the question is, what are you doing with that time that you're getting back?
00:26:44.132 --> 00:26:47.251
If it's just filling up with the same stuff, what happens to it?
00:26:47.791 --> 00:26:54.662
so you hear all these cases around productivity, but really the application of AI is not just app.
00:26:54.662 --> 00:27:07.741
It is not just implementing the technology, but it's implementing the culture surrounding the technology that people use, the time, space, and outputs from that technology in a different way to what they.
00:27:08.192 --> 00:27:08.821
Do today.
00:27:09.092 --> 00:27:10.682
That's part of the implementation.
00:27:10.682 --> 00:27:16.112
It's not just a, we're gonna put some tech in and then leave everyone to it and hey presto, it will all work.
00:27:16.592 --> 00:27:17.102
Exactly.
00:27:17.102 --> 00:27:24.122
And I think a lot of organisations will still be thinking, oh, we'll put tech in 20% saving, or that's, is that 20% staff saving?
00:27:24.122 --> 00:27:25.142
Shall I get rid of staff?
00:27:25.501 --> 00:27:26.791
That isn't what this is about.
00:27:26.852 --> 00:27:31.051
This is about releasing time to actually take the learning and do something with it.
00:27:31.442 --> 00:27:33.842
Because a lot of organisations are stuck with faf.
00:27:34.576 --> 00:27:35.866
It's my favorite term, faff.
00:27:37.037 --> 00:27:49.366
and it faff is just those things that are inefficient and people are doing them spend, and you get some bright people, bright young people are just spending time doing tasks that we could get, AI and other organ, other tech to do better.
00:27:49.876 --> 00:27:52.037
But that doesn't mean you lose those people.
00:27:52.037 --> 00:27:52.096
Yeah.
00:27:52.096 --> 00:27:55.696
You say, actually wouldn't it be great if they spent some time just with those members?
00:27:55.846 --> 00:27:56.086
Yeah.
00:27:56.356 --> 00:28:03.707
spending some time talking to them, getting to know them, spending time, creating great products, great solutions for their, for what they need.
00:28:04.757 --> 00:28:05.686
that's what it's about.
00:28:05.686 --> 00:28:09.737
It's about renegotiating how we use, resource.
00:28:09.836 --> 00:28:13.227
It's really important that culture change happens in the membership sector.
00:28:13.616 --> 00:28:15.807
'cause at the moment, they will see it as a cost saving.
00:28:16.152 --> 00:28:17.623
Yeah, they need to, not, nothing
00:28:18.281 --> 00:28:18.432
that way.
00:28:18.432 --> 00:28:19.842
I think it's, being seen as a cost saving everywhere right now.
00:28:19.902 --> 00:28:25.152
But I think the reality is, whilst we go through this transition, people are seeing some quick wins.
00:28:25.932 --> 00:28:30.402
oh look, I don't need as many people here, so I don't need to replace certain roles.
00:28:30.402 --> 00:28:35.951
But I'm seeing a lot of that in the past kind of year or so, and I think we'll continue to see that over the next couple of years.
00:28:35.951 --> 00:28:39.461
But there's gonna come a time where it'll be a level playing field.
00:28:39.701 --> 00:28:40.991
Everybody's efficient now.
00:28:41.457 --> 00:28:42.446
So what comes next?
00:28:42.717 --> 00:28:43.017
Yeah.
00:28:43.557 --> 00:28:46.616
Now, we can start focusing on actually being creative.
00:28:46.646 --> 00:28:48.596
'cause that's the bit that's missing from ai.
00:28:48.807 --> 00:28:51.717
And really start focusing on producing stuff.
00:28:51.747 --> 00:28:51.807
Yeah.
00:28:51.836 --> 00:28:56.606
Rather than being efficient, it's actually being productive and deli delivering actual outcomes.
00:28:56.666
--> 00:28:56.846
Yeah.
00:28:57.416 --> 00:29:06.386
but I think whilst we go through this, there, there is a lot of noise around, cost saving and getting rid of humans and all of that good stuff.
00:29:06.386 --> 00:29:09.146
and I think that we'll settle down I think in the next couple of years.
00:29:09.596 --> 00:29:15.717
so it just Talking about the implementation of AI and what AI can do in that membership space.
00:29:15.747 --> 00:29:23.366
What kind of use cases, what kind of, improvements or, changes are you talking to?
00:29:23.366 --> 00:29:24.237
clients about?
00:29:25.076 --> 00:29:28.196
experimenting with what can, if somebody was to go, yeah.
00:29:28.196 --> 00:29:29.576
All right, we'll, take a look at agen.
00:29:30.807 --> 00:29:32.126
we will put some AI in.
00:29:32.126 --> 00:29:36.866
What kind of things would you be deploying this technology to do?
00:29:37.346 --> 00:29:38.037
Yeah, absolutely.
00:29:38.037 --> 00:29:42.596
I've got a few sort of ideas in terms of things that I would've loved to be able to do when I was at.
00:29:43.737 --> 00:29:45.747
I'm developing Mary, the library bot.
00:29:46.166 --> 00:29:54.896
So at the moment if you go into an organisation and you want to get some data or get some articles or content from there,'cause you've got a report to do and you just need this.
00:29:55.196 --> 00:29:58.616
These stats or you need, to write up some information, wouldn't it?
00:29:58.616 --> 00:29:58.797
Great.
00:29:58.797 --> 00:29:59.696
You can chat to Mary.
00:29:59.727 --> 00:30:06.686
Now that came back to me that I remember in my very early days as a student at the Charting Charted Institute of Marketing Cookham Hall.
00:30:06.686 --> 00:30:13.196
I could ring up the library there and I go, Mary, I need an article and such, and she'd go off, she'd find it, photocopy And send it to me.
00:30:14.336 --> 00:30:15.686
why can't we have that today?
00:30:15.926 --> 00:30:19.317
Why can't we have Mary going in looking at all The contents?
00:30:19.317 --> 00:30:25.856
And here's five great articles and actually specifically this paragraph, and this paragraph, I think is really relevant to what you're trying to do.
00:30:26.457 --> 00:30:27.086
That's brilliant.
00:30:27.237 --> 00:30:29.696
People say, I can do that on chat GPT.
00:30:29.997 --> 00:30:31.886
You can, but you go back to Worldwide web.
00:30:32.426 --> 00:30:36.957
You want to still go into your organisation and know that content's been.
00:30:37.362 --> 00:30:37.721
It's been.
00:30:37.721 --> 00:30:38.352
curated.
00:30:38.412 --> 00:30:39.251
it's correct.
00:30:39.311 --> 00:30:49.211
And that's where the actual expertise comes from the membership organisations But a accessing articles is really hard now, in, mo in a lot of cases.
00:30:50.967 --> 00:31:03.477
I think one of the big challenges that some of the charities and the sort of B2C memberships, national Trust, wooden Trust, wildlife Trust have is quite often that their recruitment is very much based on a one-to-one conversation.
00:31:03.656 --> 00:31:05.096
You've all seen them at shows.
00:31:05.096 --> 00:31:05.156
Yeah.
00:31:05.156 --> 00:31:05.787
Little tents.
00:31:05.817 --> 00:31:06.656
Somebody comes up to you with a.
00:31:06.656 --> 00:31:09.836
clipboard, that's really expensive recruitment for them.
00:31:10.701 --> 00:31:13.582
wouldn't it be great That you could go on the website and it go, oh, hi.
00:31:13.912 --> 00:31:14.602
Are you interested?
00:31:14.902 --> 00:31:15.531
Where do you, live?
00:31:15.561 --> 00:31:16.432
Oh, you live in Bristol.
00:31:16.432 --> 00:31:16.942
Brilliant.
00:31:17.721 --> 00:31:24.082
what you into, I'm really interested in, finding out how to volunteer and suddenly it would then have the, conversation.
00:31:24.082 --> 00:31:25.521
It would produce some stuff for you.
00:31:25.521 --> 00:31:27.682
Would you like to know how to sign up?
00:31:27.682 --> 00:31:28.461
Would you like to sign up now?
00:31:29.156 --> 00:31:30.686
And you can have that dialogue.
00:31:30.686 --> 00:31:32.247
Now with ai you couldn't.
00:31:32.307 --> 00:31:36.176
Other than that, yeah, you'd have to go to a page, wouldn't you, on a website And find your way through it.
00:31:36.297 --> 00:31:36.477
Yeah.
00:31:36.477 --> 00:31:37.406
You're almost curating it.
00:31:37.517 --> 00:31:43.467
I just remember when I, first joined the, when my daughter was little, we joined the National Trust, to have some extra days out.
00:31:43.497 --> 00:31:46.707
it's never something I'd ever thought about doing in my life, but I signed up for this thing.
00:31:47.247 --> 00:31:56.007
But what I found was I got this really thick book that came through the post, And then I, had to thumb through to figure out what ones are closest to me if I was going somewhere.
00:31:56.471 --> 00:31:59.021
Go and figure out where there might be a, particular property.
00:31:59.051 --> 00:32:03.402
And I, sat there thinking, wouldn't it be great if it would just curate for me?
00:32:03.942 --> 00:32:07.362
In a really simple way, here are the ones that are closest to you.
00:32:07.872 --> 00:32:15.852
We recommend starting with this one, and this one and then, if I was traveling somewhere, I could refer to the site and go what's closest to where I'm traveling?
00:32:15.852 --> 00:32:17.711
And it goes, oh, actually there's one on the way here.
00:32:18.041 --> 00:32:18.491
So I, I.
00:32:19.132 --> 00:32:22.521
I can, see where that would have a really strong application.
00:32:23.182 --> 00:32:28.487
Wouldn't, it be great then that your children are really into Henry VIII and they produce a worksheet on the fly for you Yeah.
00:32:28.491 --> 00:32:28.501
Yeah.
00:32:28.501 --> 00:32:33.051
that they could take around the property and that's the sort of area that this AI can start to do.
00:32:33.652 --> 00:32:35.902
it can be a one-to-one advisor.
00:32:36.082 --> 00:32:36.412
Yeah.
00:32:36.412 --> 00:32:38.811
Actually, take it stage further the whole.
00:32:39.326 --> 00:32:48.297
And then when you've got young kids in The summer, holidays come up, you're like, God, what do I do with them during the summer to be able to do that And then it, it curates that kind of, here are three places to go visit.
00:32:48.297 --> 00:32:49.826
Here's three worksheets to go with it.
00:32:49.826 --> 00:32:54.116
Here's some activities and you get that is really great.
00:32:54.596 --> 00:32:58.317
what else are you, what else is AI helping with or GenAI helping?
00:32:58.317 --> 00:32:58.586
So it's
00:32:58.586 --> 00:32:59.487
definitely helping the data.
00:32:59.487 --> 00:33:04.646
We've mentioned that, the insight to be able to do that and hyper personalised communication.
00:33:05.517 --> 00:33:08.336
knowing what's gonna happen, and knowing what they're interested in.
00:33:08.336 --> 00:33:14.517
'cause as you collect that data together, you then go, oh, I know next time they go, they will want the next sheet on.
00:33:15.656 --> 00:33:18.116
Elizabeth first,'cause they've done it in the eighth, they're gone to Elizabeth first.
00:33:18.326 --> 00:33:21.836
So knowing that and preempting that is really, important.
00:33:21.836 --> 00:33:35.517
So not only can data help with your insight for predictive modeling to know where your growth trends gonna come, where potentially gonna lose people, but you can use that to then create those really personalised communications from your journey.
00:33:36.267 --> 00:33:38.217
that's really critical around ai.
00:33:38.241 --> 00:33:38.531
Yeah.
00:33:39.201 --> 00:33:39.491
Yeah.
00:33:39.497 --> 00:33:39.896
Yeah.
00:33:39.896 --> 00:33:43.047
And just linking back, I, you just reminded me of an example.
00:33:44.741 --> 00:33:44.981
Yeah.
00:33:47.501 --> 00:33:59.112
And so thinking, I was just thinking about an example, the other day, and I wrote about this on LinkedIn in the Post, there's a difference between knowing that somebody's traveled on your airplane, your bus, your coach, or whatever.
00:34:00.701 --> 00:34:04.662
and then knowing that they've had a good or poor experience.
00:34:05.217 --> 00:34:10.737
Because sometimes you see these things don't you when, okay, I know you, I know your birthday, so I'll send you a happy birthday card or something.
00:34:10.737 --> 00:34:24.552
That's personalisation People in the cost of living crisis, when people are going through their budgets, looking at where their money's going, if they don't see the value from a regular contribution that goes out, they're the ones that are gonna be prime for, let's cut that.
00:34:24.552 --> 00:34:24.554
Yeah.
00:34:26.007 --> 00:34:27.327
and, move on to something else.
00:34:27.686 --> 00:34:33.027
But if you've got value there, the stickiness, the reluctance to go, oh, I don't really want to get rid of that.
00:34:33.027 --> 00:34:34.137
'cause we get value from it.
00:34:35.367 --> 00:34:35.996
is important.
00:34:36.117 --> 00:34:38.007
It's really interesting cause you're absolutely right.
00:34:38.007 --> 00:34:41.067
So many, members, I told them about that when they joined.
00:34:41.472 --> 00:34:43.512
Yeah, but we've all got very short memories.
00:34:43.512 --> 00:34:44.442
We're never gonna remember that.
00:34:44.802 --> 00:34:48.342
So please keep reminding members that you are, that you, what value you offer.
00:34:48.972 --> 00:34:51.731
and also remind them about things that are relevant to them.
00:34:52.422 --> 00:34:55.152
lots of organisations I worked with one organisation many years ago, he said.
00:34:55.152 --> 00:34:57.882
I said tell me about your, what, you offer members.
00:34:58.001 --> 00:34:59.141
Oh, really excited.
00:34:59.262 --> 00:35:04.601
He went off and got me an a four page, two columns on both sides of all the benefits I read the first five and my.
00:35:04.862 --> 00:35:05.402
I ticked off.
00:35:05.942 --> 00:35:11.762
So there was a lot of benefits, but sometimes there's too many and you've gotta find the, right ones for the right people.
00:35:12.331 --> 00:35:13.411
So that's really important.
00:35:13.411 --> 00:35:14.552
That's, that's a great point.
00:35:14.552 --> 00:35:19.922
I was just looking at, memberships for the, Oval Cricket ground recently, and they've got literally.
00:35:20.371 --> 00:35:27.902
12 to 15 different memberships and each one's got like a long list of features and capable offers that you get with each membership.
00:35:28.081 --> 00:35:29.822
And, I, lost interest halfway through.
00:35:29.911 --> 00:35:31.112
I was like this is too much.
00:35:31.172 --> 00:35:32.641
Yeah, just keep it simple.
00:35:32.641 --> 00:35:33.751
it should just be three tiers.
00:35:33.751 --> 00:35:35.521
Like it shouldn't be any more than that in, in my
00:35:35.521 --> 00:35:35.762
view.
00:35:35.942 --> 00:35:36.992
Or there should be a way that.
00:35:38.072 --> 00:35:43.592
you can input some information about yourself and it tailors the benefits to what's important to you, right?
00:35:43.592 --> 00:35:44.402
Yeah, because, okay.
00:35:44.402 --> 00:35:47.731
Look, you can have the longest list you like of all the benefits.
00:35:48.686 --> 00:35:52.077
But the best of times, probably only two or three are gonna be relevant to you.
00:35:52.106 --> 00:36:04.197
And maybe at the time of joining, like for example, if you had lots of, some health companies now include as part of their membership scheme, include a virtual GP appointment, right?
00:36:04.556 --> 00:36:08.936
So during COVID ID that was brilliant because you couldn't get to see a gp, you could do that.
00:36:09.266 --> 00:36:13.436
Or if you've got young children, that might be more of a benefit as you see, you can get into see the doctor quickly, but.
00:36:14.186 --> 00:36:22.469
For some of us, it might not be that big a benefit because We might not be in a position where we need to have access to a GP at the a drop of a hat or something.
00:36:23.369 --> 00:36:31.588
so within those benefits it's again, personalising and learning about your database and learning about your members to go, okay, they haven't visited.
00:36:31.588 --> 00:36:32.548
We know this about them.
00:36:32.668 --> 00:36:35.548
Let's talk to them about this that seems relevant.
00:36:36.068 --> 00:36:42.728
To their lifestyle or this that seems, that might nudge them into, to using said membership or whatever.
00:36:43.748 --> 00:36:54.728
Yeah, The, it's absolutely that, and I think we're going back to that agent advisor, if you were talking to a one-to-one sales person, they, talk to you and say, yeah, so what's, interesting to you?
00:36:54.728 --> 00:36:55.509
what do you need?
00:36:55.628 --> 00:36:57.938
And then they personalise that conversation back to them.
00:36:58.289 --> 00:37:01.768
So why not use an agentic bot to do that conversation?
00:37:02.159 --> 00:37:03.869
That could have that same conversation with you?
00:37:03.929 --> 00:37:04.409
Yeah.
00:37:04.414 --> 00:37:04.434
Yeah.
00:37:04.619 --> 00:37:06.628
Online rather than you having to go to the website.
00:37:07.213 --> 00:37:08.983
With your 15 different categories.
00:37:09.103 --> 00:37:09.164
Yeah.
00:37:09.193 --> 00:37:10.693
Why don't they say, what are you interested?
00:37:10.693 --> 00:37:13.753
Actually, we'd recommend this is the best one for you.
00:37:15.204 --> 00:37:16.304
and help you to Do it.
00:37:16.514 --> 00:37:21.614
So there's so much we can get technology to help with it, but it does need humans.
00:37:21.614 --> 00:37:25.664
It needs us to think this through and understand what those are, and then use some.
00:37:25.664 --> 00:37:28.123
of that data to, ah, that's really interesting.
00:37:28.184 --> 00:37:29.324
We thought that was right.
00:37:29.353 --> 00:37:32.083
But now looking at it, those, that data's selling us something different.
00:37:32.804 --> 00:37:33.974
let's tweak, let's change.
00:37:34.164 --> 00:37:34.704
Nots all.
00:37:35.003 --> 00:37:35.693
that's the membership.
00:37:35.693 --> 00:37:37.824
We have that like that 25 years ago.
00:37:37.824 --> 00:37:40.284
and that's what gold membership is We're not changing it.
00:37:40.284 --> 00:37:41.244
Yeah, they don't.
00:37:41.244 --> 00:37:41.603
They're not.
00:37:41.603 --> 00:37:41.994
They're not.
00:37:42.148 --> 00:37:44.483
And they're, they find moving like the Titanic.
00:37:44.844 --> 00:37:45.864
It's very hard to move.
00:37:45.864 --> 00:37:47.753
Sometimes we need to be more flexible.
00:37:47.903 --> 00:37:50.063
So Mel people might be listening to, yeah, okay.
00:37:50.184 --> 00:37:52.164
We get the te we get that we gotta use technology.
00:37:52.164 --> 00:37:57.293
We get that AI is a thing, but there's a fear isn't there, of how do we do that?
00:37:57.594 --> 00:38:00.893
Is there like, I don't know, a step by step guide or some.
00:38:01.829 --> 00:38:14.699
Some key tips that you would give membership organisations or other organisations listening to this thinking, yeah, we've seen Agentic ai, our CTOs spoken about it, or someone went to a conference and came back all excited about it.
00:38:15.539 --> 00:38:16.143
But how
00:38:17.248 --> 00:38:18.059
AI's huge.
00:38:18.239 --> 00:38:22.409
You know when people say, oh yeah, we are using ai, we are using chatGPT as a virtual assistant.
00:38:22.469 --> 00:38:22.949
Oh, great.
00:38:23.369 --> 00:38:34.829
And they, that's what they can't see the potential of it, because AI is a bit like, I can't even describe anything that's in the world that we've had like this, but the web, but it's, huge that it, there's lots of applications for using ai.
00:38:35.608 --> 00:38:36.298
and I think.
00:38:36.643 --> 00:38:40.873
At the moment, it's so big and it's so nebulous that people go, oh, I just, I'll just move around it.
00:38:41.023 --> 00:38:41.804
I'll just avoid it.
00:38:42.373 --> 00:38:46.063
but we've actually got enough problem with our data, so I can't do anything because I've gotta get data sorted.
00:38:47.023 --> 00:38:51.793
I can help with that So I think what happens is it's going back to my f list.
00:38:51.793 --> 00:38:56.114
It's going back and just spending time viewing and exploring what you're already doing.
00:38:56.699 --> 00:38:58.349
And just saying, where are your pain points?
00:38:58.559 --> 00:38:59.278
Where's your pain points?
00:38:59.278 --> 00:39:00.208
Where you got trouble?
00:39:00.418 --> 00:39:05.548
is it the renewals or is it that you can't, that you've got members that you can't understand what they want And they don't need?
00:39:05.969 --> 00:39:06.929
What are those challenges?
00:39:06.929 --> 00:39:09.478
It doesn't matter if it's a or tech that's solving the problem.
00:39:09.748 --> 00:39:11.608
You should do a really good review.
00:39:12.208 --> 00:39:12.509
good.
00:39:13.018 --> 00:39:13.768
where are we now?
00:39:14.188 --> 00:39:15.809
Where are, where, what's happening in the business?
00:39:15.809 --> 00:39:16.798
What's good what's bad?
00:39:17.548 --> 00:39:18.778
What's, a pain point for us?
00:39:19.228 --> 00:39:22.498
And then take that pain point and then consider a small bit of tech.
00:39:22.498 --> 00:39:25.648
If there is, or it might not be tech, it could be something else, and.
00:39:26.338 --> 00:39:30.838
Look at that individually, because at the moment everybody's trying to get AI that it's so big.
00:39:30.869 --> 00:39:37.438
Just take off one little challenge, one pro, pain point that you have and see if you can, apply it.
00:39:37.438 --> 00:39:42.539
So it could be that actually, joining online on your website is a real pain.
00:39:42.539 --> 00:39:44.068
Nobody can find the right pages.
00:39:44.068 --> 00:39:45.179
We get a lot of attrition.
00:39:45.179 --> 00:39:48.509
Nobody really gets in there and we are not converting people online.
00:39:49.213 --> 00:40:09.134
sit back and see if there's a way of using an
advisor that can start to have a dialogue with your members, or if it's people going, we always getting calls and, people can't renew and they want to renew at 10 o'clock at night and they can't, can you make it easy to renew online by using some AI technology that we'll send a, little advisor to the phone?
00:40:09.494 --> 00:40:13.844
One of the biggest pain points that membership organisations have is, obviously retention.
00:40:14.264 --> 00:40:16.213
Biggest reason why people don't renew.
00:40:17.369 --> 00:40:18.389
They didn't get round to it.
00:40:19.079 --> 00:40:19.679
They forgot.
00:40:20.278 --> 00:40:25.648
So if you are not on direct debit, and we'll, talk about some of the issues about automatic renewals in the middle, I'm sure.
00:40:25.648 --> 00:40:31.559
But if you're not on direct debit you, which automatically renews when you don't realize, oh, okay.
00:40:31.648 --> 00:40:32.338
That's gone through.
00:40:32.639 --> 00:40:36.208
Which is good for membership organisations not great for engagement.
00:40:37.048 --> 00:40:40.349
But if you're not and you are relying on somebody to fill that paper form.
00:40:41.579 --> 00:40:44.818
or to actually go on and do something, people forget.
00:40:45.688 --> 00:40:46.739
They don't get round to it.
00:40:46.889 --> 00:40:47.369
Yeah.
00:40:47.878 --> 00:40:48.809
and It's interesting.
00:40:49.648 --> 00:40:53.759
It is gonna be my next point actually, because there is some change coming to the industry.
00:40:54.838 --> 00:40:59.159
that's going to force a lot of membership organisations to think differently.
00:41:00.059 --> 00:41:00.389
it's.
00:41:00.793 --> 00:41:02.594
Potentially their GDPR moment.
00:41:03.344 --> 00:41:05.233
just tell us a bit more about what's coming down the track.
00:41:07.393 --> 00:41:15.253
this, year there's been a, new act in, engaged called the D the DMCC act, the Digital Marketing Competition and Consumers Act.
00:41:16.123 --> 00:41:23.773
this has been developed over the last few years and, it's been initiated by some bad practice, within.
00:41:24.329 --> 00:41:26.429
Maybe membership made more often.
00:41:26.429 --> 00:41:38.909
The subscription market, those organisations that have caught you into subscription and you get stuck in it and you can't get out of It and that's created, a great deal of angst, around consumers.
00:41:38.909 --> 00:41:43.858
And so that has got to, government and they are, introducing this new a it was passed this year.
00:41:43.858 --> 00:41:45.509
it will be implemented next year.
00:41:46.378 --> 00:41:50.128
the critical things around that are, is that auto renewal payments.
00:41:50.534 --> 00:41:59.324
So whether you're a membership organisation or a subscription business, you will have to have much clearer, transparent, renewal and joining processes.
00:41:59.713 --> 00:42:05.414
You'll have to let people know much, much in a much clearer way that your renewals are coming.
00:42:05.744 --> 00:42:09.793
and
making sure you give people a very easy opportunity to opt out.
00:42:10.528 --> 00:42:18.748
So you must have optout very, you can online, if you joined online, you need to be able to cancel online without having to ring fight through different systems.
00:42:18.809 --> 00:42:19.829
So there's that coming.
00:42:20.818 --> 00:42:26.489
you'll need to do all kinds of things in terms of the way you produce your offers and making sure they're very much more clearer.
00:42:26.909 --> 00:42:27.929
Now the membership is.
00:42:28.784 --> 00:42:31.514
sector predominantly does do a regular renewals.
00:42:32.744 --> 00:42:34.693
and so I think that's less of worries.
00:42:34.844 --> 00:42:37.664
But there's also, more cooling off periods.
00:42:37.724 --> 00:42:45.943
So there'll be cooling off periods right at the beginning, which you get with direct debit anyway, but every year you renew, you allow the renewal, cooling off period.
00:42:46.333 --> 00:42:47.414
Which isn't currently.
00:42:47.414 --> 00:42:48.704
That's new, isn't it That's new.
00:42:48.704 --> 00:42:48.914
Yeah.
00:42:50.324 --> 00:42:55.543
a lot of the bad practices, bad marketing that's been going on will, will come under micro microscope.
00:42:55.934 --> 00:42:56.923
and there's big fines.
00:42:56.923 --> 00:42:58.514
They're bigger than GDPR fines.
00:42:58.574 --> 00:42:58.873
Yeah.
00:42:59.293 --> 00:43:02.744
So there is a lot, but nobody in the membership sector knows about this.
00:43:03.463 --> 00:43:05.204
I only heard about it a few months ago.
00:43:06.764 --> 00:43:13.929
some of the big charities are very worried because they're worried that people will then join, use their services for a couple of weeks and then cancel them.
00:43:13.929 --> 00:43:14.329
Cancel, yeah.
00:43:14.688 --> 00:43:14.849
Yeah.
00:43:15.313 --> 00:43:18.673
which it could happen now, but it's the raising the awareness of that.
00:43:18.704 --> 00:43:18.764
Yeah.
00:43:19.514 --> 00:43:22.034
lots of them, you can't, or to cancel
00:43:22.393 --> 00:43:24.914
this may, this will surely make it more difficult then, isn't it?
00:43:24.914 --> 00:43:30.373
Just going back to your point around, losing customers because they've forgotten to renew.
00:43:30.778 --> 00:43:38.159
Now there's more of an excuse to get out of that membership because we've got these policies and regulations that protects our consumer.
00:43:38.398 --> 00:43:45.119
Which is great for the consumer standpoint, but that's gonna have to change the way these organisations behave, the way they sell their services.
00:43:46.079 --> 00:43:55.199
the way they are more proactive in making sure that they're engaged to, to a level that, Guarantees That renewal, that retention, for, that particular customer.
00:43:55.378 --> 00:43:56.248
yeah, it's interesting to see.
00:43:56.579 --> 00:44:01.438
I guess with this now, is this, regulation in place?
00:44:01.858 --> 00:44:02.963
Is it, why it,
00:44:03.128 --> 00:44:08.489
it, so
they've finished the consult consultation in February, although it's already been passed.
00:44:09.179 --> 00:44:15.148
and some of the big organisations like the English Heritage and National Trust are hoping there's gonna be some exemptions for them.
00:44:15.884 --> 00:44:19.273
on some of the, on some of the areas in the at, they've heard nothing.
00:44:19.333 --> 00:44:23.143
So as far as they're concerned at the moment, it's going ahead and it will be implemented by you.
00:44:23.143 --> 00:44:25.909
You'll need to be compliant by next spring 22, 25.
00:44:25.914 --> 00:44:26.264
Okay.
00:44:27.583 --> 00:44:29.804
at this point we haven't got any more, it's a bit like GDPR.
00:44:29.804 --> 00:44:30.764
It's all a bit vague.
00:44:30.764 --> 00:44:33.463
You're not really quite sure, but you're absolutely right.
00:44:33.494 --> 00:44:35.353
It's all about engagement.
00:44:35.353 --> 00:44:39.583
It's all about you being much more proactive and valuing your membership relationship.
00:44:40.079 --> 00:44:41.489
You need to give that benefit.
00:44:41.489 --> 00:44:41.668
Yeah,
00:44:42.268 --> 00:44:43.048
it, makes it important.
00:44:43.349 --> 00:44:47.188
we always talk about, there, are two motivators for change, pleasure, and pain.
00:44:47.188 --> 00:44:50.728
It's either to move away from some pain or move toward, towards pleasure.
00:44:50.728 --> 00:44:56.789
And I guess if there isn't a motivation yet for organisations to do this, it's coming down the track.
00:44:56.789 --> 00:45:02.639
So they're gonna have to convey value more strongly, understand more about their customers, work harder.
00:45:03.193 --> 00:45:19.543
Because if customers have now got an easier way to get out, it's, when you think about mobile phones, you went back in the day when you first had your mobile phone, you get signed into a 12 month contract or a 18 month contract, and then sim only deals have come along and now it's become easy to just move from provider to provider.
00:45:20.833 --> 00:45:25.634
So organisations have to work harder to keep, people locked in.
00:45:25.634 --> 00:45:25.693
Yeah.
00:45:26.744 --> 00:45:28.634
to want to get'em to want to stay.
00:45:28.934 --> 00:45:32.293
I guess they have to try harder to capture them.
00:45:32.938 --> 00:45:34.318
Instead of having captive.
00:45:35.114 --> 00:45:37.213
Trapped customers who can't get out of stuff.
00:45:37.244 --> 00:45:38.114
'cause that's not loyalty.
00:45:38.114 --> 00:45:42.103
I, think sometimes people mistake the Oh, they're still with us as loyalty.
00:45:42.284 --> 00:45:42.344
Yeah.
00:45:43.333 --> 00:45:45.914
customers are with you because they haven't found a better option yet.
00:45:46.063 --> 00:45:46.213
Yeah.
00:45:46.244 --> 00:45:49.454
Or you don't have a way for them to get out and move to somebody else yet.
00:45:49.634 --> 00:45:49.873
Yeah.
00:45:49.873 --> 00:45:50.804
And they take advantage.
00:45:51.014 --> 00:45:59.264
and you understand like just on the mobile example, like there's this huge shift to eims for instance now, there, there's no physical sim required anymore.
00:45:59.264 --> 00:46:03.704
So that that means there's, less friction to be able to move between different Yeah.
00:46:03.744 --> 00:46:04.523
Different providers.
00:46:04.583 --> 00:46:07.284
And that's why, again, goes back to that value point.
00:46:07.284 --> 00:46:10.884
It's how, do you provide more and more value?
00:46:10.884 --> 00:46:21.414
And it puts pressure on these organisations I feel for, I'll feel for'em because it's very competitive, when you're trying to, particularly when you're a business trying to sell a service, it's you have to think on your toes now.
00:46:21.414 --> 00:46:25.463
And, because the technology is just changing things for everybody.
00:46:25.463 --> 00:46:30.443
The way we consume information and services has completely changed the game, hasn't it?
00:46:30.443 --> 00:46:36.289
I, I guess the good ones will keep doing great stuff and already complete, have things in place.
00:46:36.648 --> 00:46:43.998
But I think it calls out those that have been a bit less resting on the laurels have just taken the fact that people just pay out of a direct debit.
00:46:44.239 --> 00:46:51.108
That's, it's gonna bring into sharp focus and hopefully they will start looking at their data more to understand if there's a certain drop off or whatever.
00:46:51.349 --> 00:46:53.208
start thinking about what can you do now?
00:46:53.208 --> 00:46:53.268
Yeah.
00:46:53.268 --> 00:46:57.648
to start to really activate your membership base and deliver more value.
00:46:57.708 --> 00:46:59.298
'cause that's what people are looking for.
00:47:01.048 --> 00:47:02.548
and That then that creates a stickiness.
00:47:02.548 --> 00:47:07.588
So just to, to wrap us off,'cause we are, we're almost out time.
00:47:08.039 --> 00:47:08.728
Really quickly.
00:47:08.728 --> 00:47:13.018
What does the ideal membership experience look like in the next five to 10 years?
00:47:13.018 --> 00:47:15.659
I know we've covered bits of it now, but is there anything that you see that you?
00:47:15.659 --> 00:47:20.248
go here's another thing that we haven't quite talked about there.
00:47:20.248 --> 00:47:20.278
I
00:47:20.278 --> 00:47:26.248
think, nothing specific, but I think what's really interesting, a membership experience should be, twofold.
00:47:26.278 --> 00:47:28.289
It should be providing good value.
00:47:28.619 --> 00:47:29.579
Tangible value.
00:47:29.579 --> 00:47:34.798
You can say, this is this, I get what I need from this, organisation But you should also create that sense of loyalty.
00:47:35.099 --> 00:47:35.338
Yeah.
00:47:35.699 --> 00:47:39.809
You want to stay with an organisation It's not always about everything transactional.
00:47:39.989 --> 00:47:43.954
It is about you feeling part of that organisation felt, listened, felt.
00:47:44.898 --> 00:47:46.759
Part of a community that you liked.
00:47:47.028
--> 00:47:54.949
I'm proud to have my National Trust sticker on the back, or I'm really proud to be a member of this organisation And I will tell other people about it.
00:47:55.309 --> 00:47:58.429
That is where we want the ideal relationship to go with.
00:47:58.608 --> 00:48:00.679
Not that it's, oh, I get this much back.
00:48:01.248 --> 00:48:10.248
there was a big period in time where people, were offering, discount programs, oh, join us and you get 20% off here, 30% off here and whatever.
00:48:10.668 --> 00:48:12.318
Everybody can get that anywhere now.
00:48:12.838 --> 00:48:21.869
that isn't why you join an organisation You join an organisation because you want it to feel it's part of you and you're proud to be part of it, not just for a transactional.
00:48:21.869 --> 00:48:23.818
I think that's where it's got to move to.
00:48:24.059 --> 00:48:32.369
You've got to feel that it's something that I go and you'd be proud to go and tell a friend about That would be the best, relationship You could have with, a member.
00:48:33.119 --> 00:48:33.418
great.
00:48:35.699 --> 00:48:36.268
so just.
00:48:37.139 --> 00:48:40.889
Key takeaways and if there's one thing, that you could share.
00:48:41.068 --> 00:48:43.318
we've talked about data, we've talked about dialogue, all these kind of things.
00:48:43.318 --> 00:48:52.139
If there's one key thing you could share that somebody come, could come off this podcast and do something immediately, what would that one thing be?
00:48:52.498 --> 00:48:55.679
I think that one thing would be just map your membership journey.
00:48:56.023 --> 00:48:59.804
Just look at who your members are and what they're doing with you and what they're not doing with you.
00:49:00.434 --> 00:49:04.304
take, there'll be a number of different sort of personas in that, or different members doing different things.
00:49:04.304 --> 00:49:05.114
Just take one.
00:49:05.353 --> 00:49:11.653
Just take one with, as a student or a new joiner, somebody, and just look at everything they are getting through that journey.
00:49:12.373 --> 00:49:15.643
whether it's tech or not, what is that experience like?
00:49:15.643 --> 00:49:23.893
You know when you start looking down and, say, ah, they've received 322 emails from us this year, and generally they don't engage with us and, oh.
00:49:24.958 --> 00:49:28.648
They, rang, they had to give for 10 minutes to get hold of somebody to be able to cancel.
00:49:29.309 --> 00:49:32.248
going back to that, just every touch point needs to be good.
00:49:32.248 --> 00:49:36.268
and even if you have a member that wants to leave, let them leave in good terms.
00:49:36.659 --> 00:49:39.239
Make them feel that they, that, we're gonna miss you.
00:49:39.268 --> 00:49:41.009
Let's, we are gonna miss you, but we're always here.
00:49:41.009 --> 00:49:41.909
The door's open.
00:49:42.179 --> 00:49:43.409
We'd love you to come back.
00:49:43.739 --> 00:49:45.958
They will tell other people about a good experience.
00:49:46.009 --> 00:49:46.338
That's true.
00:49:46.338 --> 00:49:47.248
Even it's when they leave.
00:49:47.248 --> 00:49:47.818
That is true.
00:49:47.824 --> 00:49:47.929
Yeah.
00:49:48.559 --> 00:50:00.619
and I think for me, in terms of what I've learned is one of the key things where I think organisations can make a difference is just going back to your point around dialogue, is having an established dialogue with your member.
00:50:01.789 --> 00:50:03.018
that's, something I'm yet to see.
00:50:03.108 --> 00:50:07.998
Like sporadic communications, as you say, emails get stuck in junk, but actually have a.
00:50:09.284 --> 00:50:15.403
I know people don't have time, but you've got all these digital channels in a way that you can engage Yeah.
00:50:15.403 --> 00:50:17.893
Your members through social media.
00:50:18.224 --> 00:50:28.903
Of course, email is one of those, maybe even a phone call now and then, if they, if they're opt in, that is it's, I think if you do listen.
00:50:29.338 --> 00:50:35.009
And have that two-way conversation, then I think that can then, deliver the outcomes that you've just mentioned there.
00:50:35.608 --> 00:50:36.028
Absolutely.
00:50:36.268 --> 00:50:36.568
Totally.
00:50:36.809 --> 00:50:37.108
Great.
00:50:37.199 --> 00:50:38.969
Mel, thank you so much for coming today.
00:50:39.208 --> 00:50:43.023
If people would like to get in touch, how can they find you Where should they go?
00:50:43.704 --> 00:50:43.824
I.
00:50:44.353 --> 00:50:45.494
tell our listeners where to find you.
00:50:45.793 --> 00:50:51.643
Yeah, so please visit us@ww.agenticconsulting.co uk.
00:50:52.123 --> 00:50:54.943
that's our web address and you'll find some really useful resources on there.
00:50:54.943 --> 00:50:59.893
We've got some templates, we've got some great, articles and stuff around the DMCC Act specifically.
00:51:00.103 --> 00:51:03.014
So if you've not heard of that, that please go and visit that resource.
00:51:03.614 --> 00:51:06.403
and we've got any questions, it's easy to get on touch with us there.
00:51:06.704 --> 00:51:07.003
Great.
00:51:07.213 --> 00:51:09.853
we'll include the links on the description to this podcast.
00:51:10.514 --> 00:51:11.684
Mel, thank you very much.
00:51:11.684 --> 00:51:17.054
Once again, thank you for, for joining us, for another great episode of Breaking a Blueprint.
00:51:18.014 --> 00:51:20.474
And, yeah, next up, what do we have?
00:51:20.474 --> 00:51:28.393
We've got a couple of exciting things in the pipeline, won't revealed that just yet'cause we're working on some, some really interesting conversations.
00:51:28.903 --> 00:51:29.804
but until the next time.
00:51:30.903 --> 00:51:31.063
subscribe.
00:51:31.063 --> 00:51:31.465
Don't forget, subscribe.
00:51:31.824 --> 00:51:32.143
Sorry.
00:51:32.153 --> 00:51:33.143
Don't forget, subscribe.
00:51:33.929 --> 00:51:35.338
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00:51:35.969 --> 00:51:37.259
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00:51:37.648 --> 00:51:39.838
yeah, don't forget to subscribe, share, tell your friends.
00:51:39.838 --> 00:51:46.079
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00:51:46.949 --> 00:51:47.248
Thank you.