The case studies on this site are based on real client work. To respect privacy, identifying details like names, industries, or business specifics may be adjusted or generalized. The core challenges, solutions, and outcomes are true to the work we did together.
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Membership Type: Beauty Community Membership
Client Industry: Beauty & Wellness
Size: 50+ members
The Situation
Small membership ≠ small workload.
This beauty + wellness pro was running a 50-member community—and still spending way too much time in inboxes, spreadsheets, and scattered notes trying to track:
- Who was active
- Who missed a payment
- Who might need a gentle re-engagement nudge
What she wanted was something clean and visual. What she didn’t want was another complicated tool.
The Solution
We built a card-based tracking system using Trello—lightweight, visual, and easy to update at a glance.
Every member was assigned a status:
- Active
- Failed payment
- Canceled
- Re-engagement opportunity
She enjoyed a visual workflow that moved with her business.
The Result
With the system in place, she:
📌 Gained full visibility into her member status in a single glance
🔄 Re-engaged quiet members with clarity and confidence
🧘♀️ Spent less time tracking and more time building community
The setup didn’t require new tech—just a new way to see the moving pieces.
🧭 Want a Visual Way to Manage Your Members?
You don’t need a huge team or complex software to run your membership well. Sometimes the most supportive system is the one that helps you stay connected—without extra effort.
With Membership Tech Blueprint, we’ll create a system that supports your members and your workflow.
Book your Membership Tech Blueprint
