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Shelby v.5 ON DEMAND WEBINAR: Using Shelby to Close the Back Door and Control your Attrition Rate


Product Description

Shelby Consultant, Lisa Horn will help us learn how to use Shelby to identify those members who are "at risk" of slipping away (or out the "back door"). By using reports and statistics from the Attendance and Contributions modules you can build analysis and reports to measure trends to guide you to most effectively attend to those members who show signs that they are becoming less involved or less committed.

Some of what you will learn:

  • How to use attendance and giving data to get an idea of which members are at risk
  •  Learn how to maximize the use of the RISK/SOS reports in both the Attendance and Contributions modules
  • How to determine who is heading out the back door
  • Ideas on how to "close the back door"

Other Details

Lisa Horn - Shelby Master Trainer

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