Learning Path / Member Services

In any given pool, member services could be a department, a function, a person or a shared responsibility. Regardless of structure, every person working on behalf of a pool must understand what defines exceptional member service and how to deliver it. Our member services courses help a pool’s team communicate effectively and engage with their members. Take the courses to build a trusted reputation and maintain an active, engaged membership. With insights from pooling experts and practical approaches, you’ll learn how to elevate member services at your pool and create lasting, meaningful connections with your members.

Pooling Basics: Member Relations - Supporting Value

Pooling Basics: Member Relations - Supporting Value

Whether it’s a distinct role or not, member relations is a key pooling function. Pools need to facilitate conversation with pool members about their needs, emerging issues, and operations to effectively meet member expectations and differentiate public entity pools from options in the commercial market. In this course, learners will discover the goal of member relations and the variety of ways public entity pools execute this role.

Pooling Basics: Member Relations - Leveraging Partnerships

Pooling Basics: Member Relations - Leveraging Partnerships

Member relations is a key pooling function. In this second course from Pooling Basics, we identify ways marketing is used to grow pool membership and explain the basics of relationships between a pool, related membership, and agents/brokers.

Everyone at a Pool Works in Member Services

Everyone at a Pool Works in Member Services

Appropriate for all pooling professionals, this course explores how the concepts of consultative sales and effective communication apply to daily responsibilities of all natures. It includes practical strategies to enhance interactions with members, ensuring members perceive the pool as a trusted and valuable resource. The course explains typical member services within pooling, enabling every role to appreciate how their contributions support the pool's mission.

Build Your Pool’s Brand

Build Your Pool’s Brand

This course is designed to help pooling professionals understand core principles of branding and how to build a strong, authentic brand that aligns with a pool’s mission and values. The course will help you identify, articulate and integrate your pool's unique brand into daily operations, member communications and service delivery. Through practical strategies and real-world examples, this course will equip you to strengthen your pool’s brand identity, enhance member engagement and foster long-term success.

Attract and Retain Pool Members

Attract and Retain Pool Members

This course is about member recruitment and retention strategies. It covers how to identify ideal members and effectively onboard them, and how to foster solid member relationships. You'll learn practical methods to measure member engagement and address dissatisfaction, helping your pool build a thriving, engaged membership for long-term success. All pooling professionals can benefit from the information in this course.

Measure Member Engagement

Measure Member Engagement

This course provides ideas about how you can effectively assess and enhance member engagement at your pool. You will learn to differentiate between participation, satisfaction and engagement, and the importance of these metrics as you build lasting member relationships.

Hot Topic: Build a Better Member Experience

Hot Topic: Build a Better Member Experience

Member expectations are increasing faster than ever, so it’s important to align pool service with new demands. This course outlines actionable strategies to enhance responsiveness and empathy, which will help your pool develop strong and lasting member relationships.