A bundled offer of four of our scorecard products including 3 monthly Callall Center Scorecards, 3 monthly Losing the Love Scorecards, 1 quarterly Data Hygiene Scorecard, and 1 quarterly Marketing Scorecard. By ordering the full suite of page 1 scorecard reports, you’ll receive one free marketing scorecard each quarter.

Scorecards included in the Scorecards Bundle:

• Call Center Scorecard
• Data Hygiene Scorecard
• Losing the Love Scorecard
• Marketing Scorecard

Each scorecard provides details on your current and recently left members, helps you better understand who and why your members call the credit union, and/or aids in establishing a baseline for how much work it would be to clean up your members’ contact information.

Meet with team experts on a quarterly basis to study the changes in your reports and provide insight on what service should be a focus, what your team needs to change in their operations, or what intervention might be needed in your internal operations, communications with members, and/or marketing efforts.

3 Call Center Scorecard Page 1 Reports, 3 Losing the Love Scorecard Page 1 Reports, 1 Data Hygiene Scorecard Page 1 Report, 1 Marketing Scorecard Page 1 Report, and an optional quarterly marketing recommendation meeting with your team.

*The Social Media Scorecard is priced separately and not included in the bundle pricing, see Social Media Scorecard for more details.

$350 / quarter

A short analysis of your members’ data hygiene with a detailed breakdown of members with and without valid contact information, as well as the last time it was updated. Also included is a high-level glance at your active versus suspended product configurations.

Establish a baseline for how much work it would be to clean up your members’ bad contact information, or what your team needs to change in their operations when updating contact information to avoid inconsistencies in your data.

1-Page PDF breakdown of your members’ data hygiene, product configuration hygiene, and recommended action items. Delivered as a quarterly or one-time service.

A short analysis of your recently closed memberships and currently active but disengaging members. Includes detailed breakdowns of reasons members closed their accounts, age and tenure of closures, and some disengaging behaviors to watch for in your membership.

Provides details on your current and recently left members, allowing you to study whether retention services should be a focus and the chance to increase member retention. Better understand the rate at which you gain versus lose members each month and explore the behaviors your recently closed memberships displayed the month before they left your credit union.

This two-page analysis can help you see if a Losing the Love program would be beneficial to you, and if changes to your membership closing or opening processes are necessary. Delivered monthly or one-time service.

An informational report of your membership breakdown and the products and services they hold.

Provides details on your membership, and offers up next steps to improve different areas of your credit union and membership participation.

A brief, two-page analysis of your credit union’s hidden marketing opportunities. Focuses on membership breakdown by age, credit score and service enrollment. Delivered as a quarterly or one-time service.

A short analysis of your recent social media postings, followers, and your membership and how they all interact with one another. Includes detailed breakdowns of your membership in comparison to your social media following and optimal post times.

Provides details on your social media posts, showing you when and how posting is most effective within your membership and your community.

This two-page analysis can help draw important conclusions from your social media activity, including where there might be room for improvement or growth and if changes to your social media process would be beneficial. Delivered monthly or one-time service.

**Must have Social Media services with Xtend to participate.

$125 / scorecard