Resource ยท Tools & Templates
Member Data Readiness Kit
A practical guide and Excel workbook for membership-based organizations preparing for data cleanup, reporting, renewal campaigns, or system migrations.
What It Helps You Review
Understand data quality before the deadline arrives.
Most teams don't discover data issues until a migration, renewal campaign, or board deadline is already underway. This kit is a practical first step to find them earlier.
Status vs. evidence
Whether active/lapsed status actually matches payment and subscription history.
Renewal dates
Whether renewal dates are missing, outdated, or inconsistent across sources.
Duplicates
Whether duplicate records may distort reporting or import quality.
Migration readiness
Whether source files are ready for mapping, and which issues to fix first.
Included
What's in the kit.
The paid kit is being finalized; secure Stripe checkout and automated email delivery are built into the site and will be enabled after final fulfillment testing. In the meantime, reach out and I'll share it directly.
Want it applied to your data?
Need help with your own member data?
I can review your member, payment, subscription, CRM, or migration data directly and identify cleanup priorities, reporting risks, and next steps.