NOVI Management Services
CLTPR Management specializes in assisting smaller association with back of the house administrative services. These services are available in a standard package or are customizable to help accommodate needs and budget restraints. CLTPR can also provide full-service association management and interim services.
NOVI Website Launch Services
● Execute required duties for NOVI conversion, in an agreed upon timeline.
● Perform and/or assist the association in task management and completion.
● Oversee and/or assist in membership data transfer and integrity.
● Provide membership data updating and cleaning services.
● Coordinate QuickBooks and email client communication and sync.
● Ensure website compliance with government agencies and association standards.
● Collaborate with sister and parental associations (NAA) for organizational efficiency.
● Launch “welcome to the new website” campaign.
● Contact membership to assist in Membership Compass engagement.
Communications Management
● NOVI website updates and content creation.
● Content management including - social media management, email marketing and newsletters.
● Membership drip email campaign.
● Maintain an up-to-date calendar of events on NOVI website.
Membership Management
● Ensure continued accuracy of the member database.
● Capture membership KPIs on an annual basis.
● Ensure timely response to all member inquiries (client emails and phone messages)
● Encourage members to utilize NOVI websites and directories.
● Recruit new members while retaining current membership.
Bookkeeping Services and Financial Support
● Manage QuickBooks Online entries and accuracy (including the integration with NOVI).
● Monthly bank reconciliation, financial reports, balance sheet reports, P&L statements, and other reports.
● Provide Analysis of Financial Reports for reporting to the Board Treasurer.
● Assist with preparing information for CPA for necessary annual reports/tax filings.
● Provide support for the budgeting process and membership inquiries as needed.