What to send us before a metrics audit

A practical packing list for associations preparing a Membership Metrics Audit with Page Nestcore.

A clean intake saves a week of email. If you are preparing a Membership Metrics Audit, gather:

  1. Twelve months of join, renewal, and lapse events if available — or the longest stretch your app retains.
  2. A list of plan tier names and which ones are complimentary or honorary.
  3. Chapter or group tags you actually use in reports.
  4. One recent board or organiser report, even if imperfect.
  5. The decision deadline (fee discussion, AGM, chapter target) in plain language.

Remove personal names where you can; member IDs are enough. If exports are incomplete, say so in the contact form — we would rather budget reading time than invent certainty.

We reply within two working days with availability and a quote range.

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