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eFocus Development

eFocus Development

New Member Onboarding Platform Tender Opportunity

Thursday 17 November 2022

Active Insight would like to invite companies specialising in the building of software to support leisure operators to tender and provide a complete solution for the opportunity detailed below.

Details of opportunity/scope of work

To provide the active leisure industry with one platform which manages effective member onboarding based on member profiling rather than ‘1 size fits all’, linear approach. This platform can be applied to non-gym based memberships to ensure a consistent approach is delivered to all memberships. Onboarding provides operational intel regarding at risk points and success through effective reporting and the Net Promoter Score (NPS).

Development must include:

  • Ability for operator to configure multiple onboarding journeys to run simultaneously (e.g. advanced new member is assigned to journey ‘A’, complete new member would be assigned to journey ‘B’ and so on).
  • NPS must be automated at required, configural points of each member journey (E.g. NPS sent after induction / after reaching X number of visits) – NPS to be automatically triggered via email or SMS following specified event(s)
  • Robust reporting to provide visibility of how members are moving through each stage of their onboarding experience to provide learning and ability to adapt journeys based on behaviors/success
  • Robust reporting which enables further onboarding analysis taking NPS into account
  • Open API to connect to other digital platforms
  • Ability to recognize member attendance in order to measure success of each onboarding journey
  • Ability to connect with Active Insight suite of online products
  • Solution should minimize duplication of data input where possible (i.e. operator is not required to enter member details into their LMS and  the onboarding tool)

Tender selection process:

Tender applications will be assessed on a combination of the following criteria:

  • Ability to deliver a complete onboarding solution
  • Design and quality of functionality of system and ease of reporting suite
  • Lead time for project delivery
  • Total cost

Timelines and how to apply:

The deadline for tender submissions is close of business on Monday 28 November 2022

Applicants will be informed of the status of their submissions by close of business on Tuesday 29 November 2022

For further information and submission of tenders, please use the following contact details:

Contact:        Julie Allen

Email:           julieallen@active-insight.org

Phone:          07546 718148

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