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www.topnetworking.co.uk MAIN PAGE, Databases and lists that need…
www.topnetworking.co.uk
MAIN PAGE
Physical Club Page
Club 1
Member 2 Club 1 Licensee 1 Page
Member 1 Club 1 Licensee 1 Page
Member 3 Club 1 Licensee 1 Page
Club 2
Club 3
Club 4
Club 5
Club 6
Netwalking Page
Netwalk 1
Netwalk 2
Netwalk 3
Online Clubs Page
Online 1
Online 2
Online 3
Single Events Page
Event 1
Event 3
Event 2
How to Join
Members Blogs
Map of Clubs and Events
Community Request Page
Calendar of Events
Databases and lists that need recording
Members Database
Venues Database
Types of Meeting List
Meeting / Events Schedule
Clubs in Network
Owners of Clubs
Training Database
Key Speaker List - Dates, Clubs, Locations and Names
Caterer Database (if needed)
Chairperson List
Club Vacancies list for each club
POTENTIAL Information needed to store on a Member (and potentially on all prospects if available)
Members Name
Telephone
Mobile
Email
PROFILE PICTURE
Social Media of Individual
Linkedin
Facebook
Instagram
Twitter X
Tiktok
Skype
Pinterest
YouTube
Nextdoor
Role/ Position in Business
Decision Make/ Middle Management or employee?
Role Category on TOP -advised by member but confirmed by TOP
Blurb about individual - similar to their 60 seconds - wiritten by member
Membership Start Date - Recorded as annual membership even if changes happen
Can have months added or taken away. Record of changes
Renewed annually - adding 12 months (which could have months added at renewal for good activities
Membership end date shown
NOTE - could have gaps in membership (come back and return as member, but keep history)
Food Choices / Special Requirements
Disability / Accessability to be aware of
Company Name
Social Media of Company
Linkedin
Facebook
Instagram
Twitter X
Tiktok
Skype
Pinterest
YouTube
Nextdoor
GoogleMyBusiness
Address
Telephone
General Email
Website
COMPANY LOGO
Blurb about company written by member
Member records keywords / SEO words about role and business in cell
Records awards and accolades
History of Company name changes
IF NEEDED A SECOND CONTACT
Choice Requirement
Revieve Invoices ONLY
Member still receives meeting info
TO RECEIVE EVERYTHING REPLACING MEMBER GETTING EVERYTHING
TO RECEIVE EVERYTHING AS WELL AS MEMBER RECEIVES EVERYTHING
Name, Email, Tel, role,
Ability to capture other members recommendations of this member
Ability to see recommendations given
Ability to capture events set oif this member on the calendar
Ability to capture club roles of this member - for example CHAIR, VISITOR HOST, STEWARD, CO-CHAIR
History of roles
:CLUB(s) a member of
Visits to own club
Attendance %
Visits to OTHER clubs and TRAININGS attended
Where and QTY and when - HISTORY
Number of Visitors Invited
No. Visitors Turned to Members in Year and HISTORY - Names and Dates
CLUB ADMINISTRATOR AND ABOVE ONLY SEES NOTE AREA
Choose from chedule of Meetings - Time and Date and location displayed -Choose Meeting to book on
Sends confirmation to visitor
Sends confirmation to
hello@topnetworking.co.uk
Sends confirmation to licensee owner of club
Show Members Categories taken
Show Open Members categories available
Directors of Network Access
Support Team of Network
Venue Login
Chair Login
Licensee Access
Member Access
Own Page Edit
Club Edits
Member Edits
Overviews of Clubs
Overviews of Members
Decline to Renew
6a. Email Thanking the member for their service to the community
Move member to the deleted members section with notation - removed at end date or agreed process
Frequency
Day of Week
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Multiple Allocate or block?
Time of Meeting
Any Time day or night
Time Duration
Usually 1:45 minutes, but changable
Attendance Fee
Clubs are given a fee usually around £12 a meeting
Events will be governed by cost and required income
Including VAT
PUBLIC - Food Description for club
Parking Description of Club
Reception Description and Instructions on arrival of Club
Auto Map of Club
Blurb of Club
1 more item...
2 Weekly
Weekly
Monthly
Quarterly
Annually
One Off
Minimum and Max Attendees - often governed by space / venue and cost analysis
Set Guiding limits to help systems
Minimum 12 to launch a club (not including chair or owner)
Smaller than 12 - Club is formation Club
Minimums Gude -
Planned 2
Formation 6
Live 12
Club Activity
Planned
Formation
Live
Closed
Map Hidden / Not Hidden
Allocate Venue
From Venue List
Add new venue
Details pulled through to club page
Costs of venue hire / headcount go into calculation for attendance fee
Name of Venue
Address of Venue
Contacts information
Venue Map
Allocate Caterer (if required)
From Caterer List
Costs of caterer go into calculation for attendance fee
Could be in-house catering
Allocate Chairperson
From club member list
Other Roles can be allocated and shown on system if needed
Steward, Visitor Host, Co Chairperson, Area Coordinator, Time Keeper, etc
Ability to upload a club image / badge
Ability to upload a club banner to page
Club Blurb
Club contact details added
Chair's telephone added
hyperlink headline visible on page
Allow testimonials from members and visitors (with approval of licensee or head office)
Attach Social Media
Facebook
Twitter
Linkedin
1 more item...
Allocate Members
Members join New
Member Transfers
1 more item...
Membership Options
Freeze Membership
1 more item...
Eleanor Frazer
Head of
Administration :
Richard Frazer
Community Director
Steve Ennis
Operations Director
Sandy Burt
Commercial Director
James Edwards
Software Build & Programming
Richard Burt
Website Build & SEO Marketing
NEW MEMBER PAYS - £114 + £438 inc vat
To TOP NEWORKING Stripe or account direct into quickbooks
Member is returned to their NEW INTERNAL Profile Page and asked to complete -
< MEMBER CYCLE STARTS >
7 Email Sent NEW MEMBER - Welcome to the Network. Confirming Payment. Confirming essential Club and Membership Details and Useful Links. Membership Payment Confirmation Code Attached to Email and it contains Login Details
8 EMAIL sent to Chair, hello
,
and Franchisee CONFIRMING NEW MEMBER
Put Visitor on MEMBER list
Send Social Media Confirming Club has new Memebr
9 Sent EMAIL to OTHER CLUB MEMBERS of their new Member
Email END of month 1 asking satisfaction with good activity guide
9 months in - Renewal Process 1st reminder
11 months - renewal Process 2nd reminder
12 months - membership Renewal confirmation
AUTO
RENEW
Confirmation Code Generated as 12 months is reached - included on emails - links to T&C attached to emails
2 more items...
AUTO
RENEW
Ask member what value they have recieved from TOP
Have you done your 1-21 this year
Link to T&C's
Link to website star rating
Link to Google Review
Website is updated by +1 on Membership
Member Decides to RENEW using EMAIL LINK to Website
JOINING PAGE - Completes Essential Details
VISITOR must see and Agree T&C's before being sent to payments
Profile is uploaded
Date of membership is triggered
Needs ability to check existing members for exclusivity of seats
Choose from Schedule of Meetings - Time and Date and location displayed -Choose Meeting to book on
Sends confirmation to
hello@topnetworking.co.uk
Sends confirmation to licensee owner of club
Sends confirmation to visitor
1b. Sent Update Email
Honouring all time still in old club - TIME LEFT IN MEMBERSHIP
Member Accepts new Membership
1.5 Email Sent thanking new member and info. Contains essential information on other members and group channels
Email sent to other members of new member joined
Email 1 month in asking satisfaction with good activity guide
9 months in - Renewal Process 1st reminder
11 months - renewal Process 2nd reminder
6b. 12 months - membership Renewal confirmation
Return Cycle
T&C's attachment
T&C's attachment
T&C's attachment
Ask them to to make contact and set 121's
Accepts Pricing
Accepts T&C's
Accepts Profile
Attach Membership Certificate - with date started and years in club
Attached T&C's
Attached Invoice if Needed
Attached information on what will be in new profile
Note Old network may contact and this contract removes all responsibility to old network
1b. Sent Update Email
Honouring all time still in old club - EXPIRED MEMBERSHIP
First NAME the Club
Allocate ownership
Owned by Licensee
Corporate
Primary Club Type:
Face to Face
Online
Netwalking
Event - one off or sporadic
Blended Environment
Alternating Environment
Online - Replaces page address with Login Link
Style of Club
Breakfast
Evening
Brunch
Breakfast
Brunch
Evening
Other
Member Joining from OLD network to NEW network
1b. Sent Update Email
Honouring all time still in old club - TIME LEFT IN MEMBERSHIP
Member Accepts new Membership
Email sent to other members of new member joined
Email 1 month in asking satisfaction with good activity guide
9 months in - Renewal Process 1st reminder
11 months - renewal Process 2nd reminder
6b. 12 months - membership Renewal confirmation
Return Cycle
T&C's attachment
T&C's attachment
T&C's attachment
Ask them to to make contact and set 121's
1.5 Email Sent thanking new member and info. Contains essential information on other members and group channels
Accepts Pricing
Accepts T&C's
Accepts Profile
Attach Membership Certificate - with date started and years in club
Attached T&C's
Attached Invoice if Needed
Attached information on what will be in new profile
Note Old network may contact and this contract removes all responsibility to old network
1b. Sent Update Email
Honouring all time still in old club - EXPIRED MEMBERSHIP
Home
Clubs
Blog
Calender
How to join
Licensee
Member
Venue Hosts
T&C's
ABout
Community Advert
Booking Visitors
Booking a visitor onto a meeting
Visitor Books on themselves
Via Website
Select Club via Website Map
CLUB SELECTED
Via Email Invite
Email invites need buttons on them. All members need ability to send invites to ALL clubs
TOP Admin Book on prospect visitor
If confirmed to admin
Needs ability to check existing members for exclusivity of seats
Choose from Schedule of Meetings - Time and Date and location displayed -Choose Meeting to book on
Sends confirmation to
hello@topnetworking.co.uk
Records visitor attending on Specific Meeting List
Visitor added to club visitors database
Can Reinvite on future meetings
Cancel Invitation
Reinvite to other clubs
Put note on visitor
Data collected on visitor:
Name:
Company:
Tel:
Email:
Linkedin:
Club(s) of interest:
Special Food requirements:
Disability:
Bringing other people with them?
Can we find / capture any other data at this stage?
Sends confirmation to licensee owner of club
Sends confirmation to visitor
Member sends Invite from Website to visitor(s)
Need to enter minimum:
Name:
Business:
Tel:
Email: of visitor to send invite AND confirm they have permission on visitor to send
Data collected
Stages of Visitor in Database
Prospective Visitor
Visitor
Invited to a club - Not been yet
Visited
Live Member
Ex-Member
Notes on why left and date of exit, and what clubs
Currently in a membership with annual date recorded
Years of membership recorded
Remember could be gaps inbetween years and need ability to allocate months etc
Notes on annual membership are important to know if any agreements have been made - such as free months, contra deals, frozen periods, payment plans, issues known
Been to a club
When, where?
Quantity of visits
How many times to how many different clubs clubs
Could be invited but not attended
Could be prospects would like to attend - nurturing
Need to be able to record notes that are dated
Add a prospect quality from A to D to all members and prospects
PROSPECT to MEMBER journey - decides wants to Visit a Club
Goes on Website
Clicks on CLUBS
Chooses Local Club
Chooses Meeting on Desired Date
Pays for attendance
1 Email sent to VISITOR with confirmation of payment AND details of the club book on
2 EMAIL sent to Chair, hello
,
and Franchisee CONFIRMING visitor
Put Visitor on Attendance list
ATTENDS Meeting as Visitor
Chair confirms Attendance TICKS Online Sheet
4 Email Sent to VISITOR - Thank you for 1st attendance. Consider Joining (or come again in 2 weeks - ONLY ONCE)
PAYS ATTENDANCE for a Second Meeting as VISITOR Booked off email
2 more items...
Payment for Attendance to FRANCHISEE Account or Stripe (not TOP Account or Not TOP Stripe)
Sort by Area Clubs
3 EMAIL 2 DAYS BEFORE MEETING - Remind VISITOR of meeting
Owner 1
Owner 1
Owner 2
Owner 2
Hierachy and Functions Views
START
FINISH
4 months
3 months
2 months
1 Month
8 months
6 months
7 months
9 months
10 months
12 months
11 months
START of RENEWAL
START of RENEWAL
START of 12 MONTH CYCLE
Remind Members how to do Elevation Pitch
Remind Members how to do Refer another member
Remind Members how to deliver 10 minute Pitch
Remind Members to do 121