Dunning Management Workflow
- 1System detects a failed recurring payment
- 2Immediate SMS sent with a personalized update link
- 3Follow up email sent 48 hours later if unpaid
- 4Account access restricted automatically until resolved
Systems for Recurring Revenue
Streamline Member Management and Recurring Revenue Growth
The business model for membership organizations runs through consistent, recurring subscriptions and tiered access. Profitability often leaks through voluntary churn, failed credit card payments, and manual administrative tasks that prevent scaling beyond a small cohort.
Ecommerce & Online Business
- Failed Payment Recovery
- Member Portal Integration
- Renewal Drip Campaigns
- Automated Onboarding
- Activity Monitoring
How the business actually works
How the work flows, start to finish.
- 01
Acquisition
Prospective members discover the value proposition and join an interest list via lead capture.
- 02
Onboarding
New members receive welcome sequences, login credentials, and initial orientation materials automatically.
- 03
Engagement
Active participants receive regular updates, event invitations, and curated content to ensure high perceived value.
- 04
Retention
Systems monitor activity levels and trigger re-engagement sequences for members who stop logging in.
- 05
Billing
Recurring invoices and credit card charges are processed on a set schedule without manual intervention.
- 06
Renewal
Automatic reminders and expiration notices sent before a subscription term ends to ensure continuity.
Where it leaks
Common problems for membership businesses.
01
Payment Delinquency
Expired credit cards and failed transactions lead to unintentional churn if not addressed immediately. Manual outreach for every failed payment is inefficient and delays cash flow.
02
High Attrition
Members who do not see consistent value will cancel their subscriptions during the next billing cycle. Without engagement tracking, you cannot identify who is at risk of leaving.
03
Onboarding Friction
Delayed access to member portals or confusing first steps leads to immediate buyer remorse. A manual setup process limits the number of new members you can accept at once.
04
Administrative Overload
Handling password resets, tier upgrades, and account cancellations manually consumes time that should be spent on content. Scaling becomes impossible when the owner is the primary support agent.
05
Underutilized Benefits
If members do not use the perks they pay for, they eventually view the cost as an unnecessary expense. Communication gaps often leave members unaware of new features or events.
What LATTICE can build
Systems built around how you work.
Failed Payment Recovery
Automated SMS and email sequences notify members of failed charges with secure links to update their payment methods.
Member Portal Integration
Centralized access for members to manage their profiles, view gated content, and track their participation history.
Renewal Drip Campaigns
Pre-scheduled reminders sent weeks before an annual or monthly renewal to remind members of the value they receive.
Automated Onboarding
Triggered welcome workflows that deliver digital assets and orientation steps immediately after a successful checkout.
Activity Monitoring
Internal alerts for your team when a high-value member has not engaged with the platform for a specific period.
Self-Service Tier Upgrades
Client portals that allow members to upgrade their plans or add add-on services without contacting support.
Review and Referral Requests
Automated requests for testimonials and referrals sent to your most active and satisfied long-term members.
Example systems
What it looks like in practice.
New Member Welcome
- 1Payment confirmed at checkout
- 2Login credentials generated and emailed
- 3Welcome video delivered via SMS
- 4Weekly check-in emails for the first thirty days
Re-engagement Sequence
- 1Member has not logged in for fourteen days
- 2Internal dashboard flags the account as at risk
- 3Email sent highlighting a popular new member benefit
- 4Personalized SMS offer for a strategy call or check-in
Have a different problem?
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
Questions from membership businesses
How do we handle members who want to cancel?
The system can offer a cancellation flow that includes a survey to understand their reasoning. You can also offer an automated option to pause their membership or downgrade to a lower tier instead of leaving entirely.
Can we manage different tiers of access?
Yes, the system is designed to segment your list based on the specific plan a member has purchased. This ensures that communications and portal access are restricted to the appropriate level.
What happens when a member's credit card expires?
Automated dunning processes take over, sending a series of polite reminders to update billing details. This happens in the background, so your service is not interrupted unless the payment remains unresolved.
Is it possible to track which members are referring others?
We can set up tracking to identify which members are driving new sign-ups. This allows you to recognize or reward your most loyal advocates automatically.
Can we automate the delivery of monthly digital assets?
Workflows can be scheduled to release new content, codes, or downloads to specific member segments at the start of every billing cycle or calendar month.