Non-profit · Outbound

Lapsed-Member Re-engagement

Reaches members whose membership has lapsed with a friendly check-in rather than a pitch, and reports back why they left and who is open to coming back.

The challenge

Lapsed members are some of the easiest people to win back, and some of the easiest to forget.

Where it breaks down:

Lapsed lists sit untouched because current members come first.


What it costs:

People who would happily return are never asked.

When someone does call, the conversation isn't recorded.


What it costs:

Staff don't learn why members left.

Outreach can feel like a sales pitch.


What it costs:

It's easy to ignore, or to resent.

The approach

We built it around listening first, because why someone left is as useful as getting them back.

  1. Many lapses have a simple cause: a missed renewal, a move, a busy season.
  2. A friendly check-in works better than a pitch.
  3. Whatever the member says is information your team can use.

The agent had to:

  1. Open with a check-in, not an ask.
  2. Offer the way back, and respect a no.
  3. Report back what members said.
The solution

A RevAIvo Voice outbound agent that works your lapsed-member list with a light touch.

1

Check-in first

Opens by asking how the member is doing, and shares news only from information you've approved.

2

Shows the way back

Points interested members to your renewal process, or logs a request for your team to call them.

3

Respects a no

A member who isn't interested, or asks to stop receiving calls, is recorded for your team and not pushed.

4

Reports back

Records what members said and who's open to returning, so your team follows up with the right people.

It brings in your team when…

Scoped narrow on purpose. Where you've set a number it can connect the caller; otherwise it logs a callback request for your team.

  • The member raises a complaint or a concern about their experience.
  • The member asks about fees, hardship, or exceptions.
  • The member asks for a person.
  • The member asks to stop receiving calls. The request is recorded for your team.

What the call sounds like

Illustrative exampleNot a recorded call
Agent

Hi, is this Omar? This is a call from the community center. We noticed your membership lapsed a while ago, and I wanted to check in. How have you been?

Member

I've been okay. I moved across town, so it's hard to get there now.

Agent

Thanks for telling me. I'll note that for our team. If you'd ever like to rejoin, I can point you to how, or have someone call you.

Member

Maybe later. Could someone call me in the fall?

Agent

Of course. I've logged that request for our team.

Member

Thanks.

Agent

You're welcome. I'll email you a short update when we hang up.

Afterward: The details here are made up for illustration. A member who says no is respected, and what Omar said is recorded for your team in Pulse. The email goes out when the call ends.

Sent after the call

Message wording is illustrative. It goes out when the call ends, based on how the call went.

What changes for your team

An illustrative scenario:

160re-engagement calls a month your team wouldn't have to make
13 hoursof staff time back each month
Every calllands in RevAIvo Pulse with its outcome, ready to review

Say your team handles 400 re-engagement calls a month, and the agent takes 40% of them end to end, at an assumed 5 minutes a call. These figures are assumptions for illustration, not customer results.

In a pilot we measure this with you, on your own calls in RevAIvo Pulse: calls connected, when people pick up, and outcomes by disposition.

The result

Lapsed members reached with a check-in, and a record of why people leave and who's open to returning.

A win-back effort that listens first.

Similar use cases

All non-profit use cases

Hear it on your own scripts.

Book a live call and we'll scope this to one call type, using your own scripts and rules.

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These use cases are illustrative and for informational purposes only. The organizations, people, phone numbers, links, and messages shown are fictional examples, and any resemblance to real businesses or individuals is coincidental. Scenario figures are assumptions, not customer results. Actual results depend on your call volumes, scripts, and setup.