Turning membership data into insight
From dashboards to decisions
Wednesday 25 March 2026 | 12:00–12:30 | LinkedIn Live | Free
Most membership organisations are rich in data but poor in insight.
CRMs, event systems, learning platforms, surveys and finance tools all collect valuable information, yet it often sits in silos, reported retrospectively and used mainly for operational reporting. Boards ask for insight, teams produce dashboards, but the connection between data and confident decision-making remains weak.
This reflects broader evidence on the role of data and analytics in strategic decision-making, where organisations with stronger insight capabilities gain competitive advantage and make more informed choices.
This webinar focuses on membership data insight – how organisations can move from data visibility to genuinely decision-ready understanding.
During the session, we will show examples of modern tools that now allow leaders and teams to ask questions of their own data in natural language. Instead of relying solely on predefined dashboards or reports, these tools make it possible to explore questions such as “Which member segments are disengaging?” or “What behaviours predict renewal risk?” in a far more intuitive and responsive way.
This is not a product demo or technical walkthrough. The webinar provides an accessible introduction to what these tools can do, how they work at a high level, and why they represent a step change in how membership data insight can be generated and used. The emphasis is on understanding capability and potential, not on selling software.
We’ll explore how different data sources can be brought together, what types of questions are now realistically possible, and how insight can be surfaced in ways that support judgement, discussion and action at both team and board level.
You’ll leave with a clearer understanding of:
what effective membership data insight looks like in practice
how organisations are moving beyond static dashboards to question-led exploration
how natural-language tools support analysis without replacing human expertise
how insight should inform strategy, prioritisation and leadership conversations
This webinar on membership data insight is designed for leaders who want better questions, clearer answers and more confident decisions. Whether you’re responsible for membership, data, digital or executive decision-making, this session will help you understand what’s now possible – and how to approach it sensibly, safely and strategically.
Register now
Meet Your Presenters
This session is delivered by the Agentic team, bringing together expertise across membership strategy, data insight and practical application of AI in real membership environments.
Mel Sallis
Mel Sallis is a membership strategy specialist at Agentic Consulting, helping membership organisations strengthen member value and use AI in practical, people-centred ways.
Chris Hull
Chris Hull is a Digital Transformation Consultant at Agentic Consulting, helping membership organisations modernise how they work, improve member experience and embed practical digital solutions.
Charles Veal
Charles Veal is a data and digital membership specialist at Agentic Consulting, supporting organisations to unlock insights and improve member outcomes through smarter data use and technology.