--- title: "One record: fourteen days, both sides" description: "A worked example: fourteen days of one member's activity, showing what she does and what her organisation learns from it, both landing on the same member record." url: "https://agend.com.au/member-experience/one-record" canonical: "https://agend.com.au/member-experience/one-record" last_updated: "2026-08-20" date_modified: "2026-08-20" source: "https://agend.com.au" --- # One record: fourteen days, both sides Sarah wants her CPD year sorted — and a step up into leadership. In fourteen days, her organisation's Leadership Summit. ## How to read this At each step you see what Sarah does, then what her organisation learns from it. Both halves of every touch attach to the same record. That is the whole product argument, and this page is it happening. ## Fourteen days - **14 days out — Onboard** — Consent & preferences captured. Sarah chose her channels and named her interests — every later touch traces back to this. (+2 engagement) - **12 days out — Discover** — Directory discovery logged. Her visit and the profile she viewed join her activity timeline. (+2 engagement) - **10 days out — Register** — Registration → CRM. Confirmed at member pricing — the booking and the revenue land on her record together. (+3 engagement, revenue recorded) - **7 days out — Learn** — Course complete → {cpd} record. Certificate issued and 20 {cpdCredits} added to her compliance record, automatically. (+4 engagement, +20 {cpdCredits}) - **6 days out — Share** — Community signal captured. Her post drew 3 reactions — and her working relationship with David Chen is now part of the picture. (+3 engagement) - **5 days out — Jobs** — Career interest volunteered. She asked for a weekly alert on digital-leadership roles — an interest she declared herself. (+2 engagement) - **4 days out — Ask** — Answered, zero staff minutes. Her {cpd}-audit question answered from WDAA’s own guides — no ticket raised. (+2 engagement) - **3 days out — Email** — Momentum email opened. Delivered and opened — on the email channel Sarah opted into on day one. The workflow selected 150 members without a staff touch. (+3 engagement) - **2 days out — Nudge** — Personalised nudges delivered. Two in-app nudges — a channel she chose — built from her interests and the course she finished. (+3 engagement) - **1 day out — Benefit** — Benefit usage recorded. A Professional-tier benefit used — proof of value WDAA can show her at renewal. (+3 engagement) - **summit day — Summit** — Attendance + community join. Attendance recorded and the networking group joined — the summit lives on as a community. (+4 engagement) - **after the summit — What now** — Next-best-action issued. One suggestion, built from the interests she named and the record she built — explainable, rules-driven, no black box. (+2 engagement, tier: champion) ## Fine print Engagement is a weighted 90-day count of logins, event registrations, course activity, community posts, email opens and benefit use. Sarah, her organisation and everyone in this fortnight are invented — no customer's data appears here. ## Contact Agend Systems Pty Ltd · ABN 23 666 566 365 - Email: hello@agend.com.au - Phone: 08 7120 8880 - Address: Suite 6, 153 Unley Road, Unley SA 5061 - Book a walkthrough: https://calendar.app.google/1UN1yBt3AzkxGW4X9 - LinkedIn: https://www.linkedin.com/company/agend-tm - Replies by the next Australian business day. ## Sitemap Every public page on this site, as markdown. Append `.md` to any URL, or send `Accept: text/markdown`. - [Full sitemap](https://agend.com.au/sitemap.md): every page with a one-line description - [sitemap.xml](https://agend.com.au/sitemap.xml): the machine-readable equivalent - [Home](https://agend.com.au/index.md) - [The Agend Membership Platform](https://agend.com.au/ams.md) - [Member experience](https://agend.com.au/member-experience.md) - [One record: fourteen days, both sides](https://agend.com.au/member-experience/one-record.md) - [Workflows](https://agend.com.au/workflows.md) - [Intelligence (AI agents, in pilot)](https://agend.com.au/intelligence.md) - [CMS](https://agend.com.au/cms.md) - [CRM](https://agend.com.au/crm.md) - [Directory](https://agend.com.au/directory.md) - [Events](https://agend.com.au/events.md) - [Jobs](https://agend.com.au/jobs.md) - [Learn](https://agend.com.au/learn.md) - [Loop](https://agend.com.au/loop.md) - [Integrations](https://agend.com.au/integrations.md) - [Upbeat](https://agend.com.au/integrations/upbeat.md) - [Mailchimp](https://agend.com.au/integrations/mailchimp.md) - [Xero](https://agend.com.au/integrations/xero.md) - [CRM integrations](https://agend.com.au/integrations/crm.md) - [APIs](https://agend.com.au/integrations/apis.md) - [Making the switch](https://agend.com.au/making-the-switch.md) - [About Agend](https://agend.com.au/about.md) - [Glossary](https://agend.com.au/glossary.md) - [Member Journey Mapper](https://agend.com.au/workflows/studio.md) - [Insights](https://agend.com.au/insights.md) - [Choosing an AMS in Australia: the criteria that decide it](https://agend.com.au/insights/choosing-an-ams-australia.md) - [Member or contact? The question that makes quotes incomparable](https://agend.com.au/insights/member-or-contact-ams-pricing.md) - [What a professional association needs that a club does not](https://agend.com.au/insights/professional-association-system-requirements.md) - [Why switching association management systems feels so hard](https://agend.com.au/insights/why-switching-association-management-systems-is-hard.md) - [Renewal strategy starts before the renewal invoice](https://agend.com.au/insights/association-renewal-strategy.md) - [Re-engage inactive members without another generic email](https://agend.com.au/insights/re-engage-inactive-members.md) - [The first 90 days need more than a welcome email](https://agend.com.au/insights/member-onboarding-first-90-days.md) - [Why associations need a member-first website](https://agend.com.au/insights/member-first-website.md) - [When membership value is hard to explain, make it visible](https://agend.com.au/insights/communicate-membership-value.md) - [Events are a retention tool, not simply a ticketing task](https://agend.com.au/insights/association-event-engagement.md) - [Targeted member communication starts with a record you trust](https://agend.com.au/insights/association-member-segmentation.md) - [CPD is a member benefit only when it is easy to prove](https://agend.com.au/insights/cpd-member-value.md) - [The non-dues revenue conversation is about member value too](https://agend.com.au/insights/association-non-dues-revenue.md) - [A younger-professionals strategy without excluding everyone else](https://agend.com.au/insights/younger-professionals-association-strategy.md) - [Responsible AI for associations begins with trust](https://agend.com.au/insights/responsible-ai-for-associations.md) - [Privacy](https://agend.com.au/privacy.md)