The Importance Of A Discovery Questionnaire
A discovery questionnaire is a crucial step for clubs and associations exploring a membership management system like Member Jungle. This short form helps tailor your free trial experience by understanding your organisation's specific needs, member count, and desired features. By providing this information upfront, you ensure the software demonstration or trial period is highly relevant, helping you make an informed decision on the best software selection to streamline operations and enhance member engagement.
A discovery questionnaire might be one of the most boring sequences of words ever unfortunate enough to find themselves in the same sentences since “A long-winded and scholarly historical essay”.
Nonetheless, a discovery questionnaire is an incredibly important part of signing up for a free trial of the Member Jungle system. It ensures we know how to best help you and allows you to make the most educated decision when it comes to choosing the right membership management system for your club or association.
It doesn’t matter if you choose Member Jungle or a different system in the end; if you don’t do your due diligence before selecting, you may end up regretting your choice one way or another. So, today, let’s talk about Member Jungle’s discovery questionnaire, what’s in it, and why it’s so important.
What Actually Is A Discovery Questionnaire?
A discovery questionnaire is a multiple-question form that will be sent to the email address you provided when you either made a sales enquiry or booked a meeting with one of our sales team.
These questions will include things such as:
- Your organisation’s name
- Your current website
- Where you’re based
- Member count
- An overview of your organisation's activities
- Features you are interested in
- Current problems you’re having
- Long-term goals
Some questions might be multiple-choice, while others will be short written responses. You can easily imagine how differently we'd prepare to assist a club with 300 members looking for an event system and automated renewals to boost engagement, compared to an organisation with 8,000 members needing a better CPD system to expand their advanced training offerings. The questionnaire helps us tailor our approach precisely to your needs. We can only provide you with what you need if we know what that is. Filling out the questionnaire should be easy and take no more than 15 minutes of your time.
Why We Have A Discovery Questionnaire
Over the last decade, we at Member Jungle have helped hundreds of clubs and associations run their organisations more quickly, easily, and efficiently. Over that time, we've found that having you fill out a discovery questionnaire before you have a call with our team or start your free 30-day trial allows us to provide you with the best possible experience, truly customised to your specific organisation.
Ensuring the Perfect Fit for Your Club
Beyond just knowing how to best help you and set up your trial site, the questionnaire is crucial for assessing if our system is genuinely the right fit for your unique needs. To be perfectly honest, the Member Jungle system is fantastic and works great for a wide range of clubs and associations. However, it won't be the best choice for every single club and association out there. The discovery questionnaire allows us to work this out right from the start, so we can let you know and point you in a more suitable direction, saving you from discovering this week's down the line.
Tailoring Your Experience and Understanding Expectations
By clearly outlining your requirements and expectations, the questionnaire allows us to understand exactly how your organisation would get the absolute most from our membership management software. This ensures we can provide you with the most suitable product and guidance, setting your trial up for success from day one.
Streamlining Your Onboarding Journey
Finally, if you decide to onboard with Member Jungle, the questionnaire streamlines that entire process. We already know what you need, how to best set up your new site and recommend the ideal package for your size and needs.
What Do We Do With The Information You Provide As Part Of Your Discovery Questionnaire?
In this digital age, people collecting and selling data is a genuine concern and definitely something to be wary of. However, please let me reassure you that we don’t sell your data, we don’t monetise it, we don’t share it with third parties, we don’t whisper it into the ear of a pigeon, nothing. Your data is used for setting up your trial site and helping us better understand your needs, and that’s it.
If you want more information on Member Jungle’s commitment to keeping your data private, please read Keeping Your Club’s User Data Private.
What Can You Do To Prepare For The Discovery Questionnaire?
“Preparing for the discovery questionnaire” makes the whole process sound a lot more formal and demanding than it actually is. This isn’t a high school exam; you can’t fail it, and no one's parents are going to get called into the office here. However, there are a few things you can do to ensure the process is as easy as possible for you.
The questionnaire is typically broken down into key categories, designed to give us a clear picture of your organisation.
Organisation Overview
This section covers the basics, including your membership count, organisation's location and currency, your overall structure, the services you currently provide, and your existing communication methods.
Knowing these foundational details helps our team determine which Member Jungle package best suits your needs, highlight the features you'll value most, and understand how your organisation's unique structure will integrate with our system. For example, a car club with 10,000 members, six membership tiers, weekly newsletters, and merchandise sales will utilise the system differently from a dance club with 100 members that hosts monthly concerts with a single membership tier.
Organisation's Interests and Prospects
Here, we're looking to understand your organisation's goals and anticipated growth. Whether you see your organisation expanding from 2,000 members to 3,000 within a year, or are actively losing members and are looking to reverse course, sharing your aspirations is key. Knowing where you are now and where you envision your organisation progressing allows us to ensure you get the absolute most out of Member Jungle's membership management software.
Organisation's Issues
If you're exploring membership management software, chances are you've either encountered a specific problem that kicked off this search, or you’re looking to see if the grass is greener outside your current system. This is where you should let us know about your current system’s drawbacks and any staffing or volunteer challenges. It's crucial to specify these problems in your questionnaire so our team can ensure Member Jungle directly addresses them, guaranteeing you gain the maximum benefit from our software.
Events
Finally, there are some questions about your organisation's event structure, ticketing protocols, and the frequency and scale of your events.
Whether you hold virtual and/or in-person events, events are often one of the most engaging aspects of membership organisations and are a big reason behind the majority of members joining in the first place. As such, it's important that your membership management software can accommodate the complexities of event management. The questionnaire helps us understand how your events will work within Member Jungle's system and what new benefits you can access to help your events run as smoothly and efficiently as possible.
Can I See Some Example Questions?
Yes, obviously you can, it would have been weird of me to bring it up if the answer was no. Below are some of the actual questions you are asked in the Member Jungle discovery questionnaire. There are no trick questions. All questions are straightforward, and the questionnaire should take approximately 15 minutes to complete.
- What systems or processes do you currently use to manage your members?
- How many members do you currently have?
- Please select the options that are of interest or apply to your organisation:
- Membership Management
- Members Only Website and App Content
- Running Events
- Member Communication
- Selling Online
- Digital Membership Cards
- New Website
- Mobile App
- Other
How Can I Access A 30-Day Free Trial?
If you are interested in booking a meeting with one of the Member Jungle team to talk about how the system can work for you, go to: Let’s Talk. If you just want to start your free trial without all the chit chat, go to: Start Free Trial.
If you want to ensure that you get the most out of your trial in order to make the most educated decision you can, have a read of 5 Questions You Should Answer During Your Member Jungle Trial.