Streamlining Membership Processes and Lead Generation for New Zealand’s Police Credit Union

The Challenge

The Police Credit Union (PCU) faced operational inefficiencies in managing their membership sign-up and follow-up processes. Their reliance on manual methods for tracking new membership leads and conducting follow-ups after recruitment events led to time-consuming and inconsistent workflows.

Key challenges included:

• Manual Lead Tracking: Processes for tracking and managing new membership leads were inefficient and prone to errors.
• Inefficient Follow-Ups: Following up with potential members after recruitment events was slow and inconsistent, leading to missed opportunities.
• Lack of Automation: The absence of automated workflows for sign-ups and communication increased the administrative burden and reduced operational efficiency.

These challenges highlighted the need for a more streamlined and automated approach to improve lead management, follow-ups, and overall member experience.

The Solution

DigiKat partnered with the Police Credit Union (PCU) to transform their membership management processes by implementing HubSpot. This comprehensive solution introduced automated workflows, significantly reducing the time and effort required for manual tasks such as tracking new membership leads and conducting follow-ups.

A customised sales pipeline was developed to streamline lead tracking, ensuring that potential members were efficiently managed throughout the sign-up process. This improved visibility allowed PCU to schedule and execute follow-ups more effectively, particularly after recruitment events.

To further enhance lead generation and member engagement, DigiKat designed targeted landing pages and marketing funnels, optimising the membership sign-up process. Additionally, automated email templates and sequences were implemented, providing consistent and timely communication with potential members and improving follow-up efficiency and overall engagement.

The integration of these solutions provided PCU with a unified platform, streamlining their operations, improving member engagement, and delivering a seamless experience for new recruits. These improvements positioned PCU to operate more efficiently while enhancing the satisfaction and trust of its members.

HubSpot has streamlined our processes and improved our communication with new recruits. It’s made a huge difference in how we manage and engage with our members.
Amy, The Police Credit Union

The Results

The implementation of HubSpot substantially improved the Police Credit Union’s (PCU) operations. By automating workflows, PCU significantly reduced the time spent on manual tasks, allowing its team to focus on more strategic and value-driven activities. Simplified tracking and follow-up processes greatly enhanced lead management, ensuring that potential members were efficiently engaged and supported throughout their journey.

Automated email sequences further improved the recruitment follow-up process by providing timely and consistent communication, fostering stronger connections with new recruits. These enhancements not only simplified the membership sign-up experience but also contributed to higher satisfaction levels among new members.

The unified HubSpot platform improved collaboration across teams and enabled more effective management of membership and recruitment activities. This increase in operational efficiency helped PCU deliver a seamless experience for its members while supporting its mission to enhance the financial well-being of police personnel and their families. These improvements have positioned PCU for continued success, ensuring they can meet the evolving needs of their community