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CRM & Member Intelligence

Context FoodStream operated as an event-driven network where members could remain inactive for extended periods before suddenly participating in donation coordination or community operations. ⸻ Problem Traditional engagement models were ineffective because participation was intermittent and urgency-driven. The organization lacked visibility into onboarding completion, operational engagement, member responsiveness, and participation health across the network. ⸻ Approach Designed and implemented CRM and member engagement workflows connecting donation activity, profile completion, member behavior, segmentation logic, and operational participation across the FoodStream ecosystem. The infrastructure connected: • GoHighLevel CRM • BuddyBoss • Restrict Pro • donation activity data • engagement automation • reminder and activation workflows to establish a centralized member intelligence layer. ⸻ Outcome The system created visibility into participation patterns, member activity, operational responsiveness, and engagement health while establishing the foundation for future engagement scoring and operational readiness analysis. The CRM structure connected operational participation directly into the broader organizational intelligence system.
Project type
CRM & Engagement Infrastructure
Date
2025-2026
Location
New York City
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