Regarding Her · Proposed Future State
The future-state data ecosystem
One source of truth, systems kept in sync, and targeted broadcast without manual list curation — the direction confirmed across discovery.
1central source of truth
6data streams, kept in sync
1,415+members, one record each
Goalno manual hand-offs
Categories
What changes
01
One source of truth. Member + donor records consolidate into a central CRM, replacing the current five spreadsheet versions.
02
Systems kept in sync so a new member lands everywhere at once — the integration method is still to be determined.
03
Join Now in Tally with conditional logic routes members vs. friends automatically.
04
Map & directory auto-sync from the database, removing the double spreadsheet upload.
05
Targeted broadcast. Email (Mailchimp) and SMS send from the hub without hand-built lists.
06
Website replatform off Squarespace so data can push and pull.
Confirmed priority order
1
Data management / CRM — donor + member tracking, the top priority.
2
Map & “Join Now” experience — tied directly to the data solution.
3
Social posting simplification for Leah — approach still TBD.
4
Analytics & impact dashboard Later — basic V1 acceptable now.
·
Event platform — Eventbrite → Zeffy (final choice TBD: also Cvent / Luma).
·
Member activity tracking Later — log event / initiative participation on member profiles.
·
Onboarding-transcript mining Later — parse Zoom transcripts into member metadata for grants & stories.
·
Multilingual intake later — join form in more languages (interim: translation workflow).
Hopes & dreams
3–10 year vision · aspirationalRegarding Her's own long-term vision, captured from the workbook. This sits well beyond the current engagement — it's directional context for where the ecosystem could eventually go, not a committed build.
- Verified Regarding Her membership makes ADA lawsuits go away
- Onboarding includes RAMP and Women's Certification
- A generative-AI search built on food & beverage knowledge from the community
- An AI agent for each specialty area
- A generative-AI search assessment
- Mass texts reach members instantly for a rally, without landing in spam
- Member letters generated and signed in one click
- Alerts when a new woman-owned business registers with the county/city or gets an EDD number
- Step-by-step courses on maternity leave
- Brand-identity assessment with recommendations and a growth pipeline
- A ZIP assessment tool
- Easier stats, case-study display, and impact reports
- Scale to Northern California; digital national reach
- Envelop members and help fill the gaps they face
- Coordinate events based on company size
- A triage plan to help members try to stay open
- Help members close with dignity when that's the right call
- Help members with a résumé or job placement if they close
- Vision for the RH team itself — revenue models, growth, org chart, theory of change
Near-term data priorities (if possible): Join Now form & onboarding · Impact Report (November).