ON-DEMAND WEBINAR

3 Keys To Managing Your Membership Program

October 23rd 2025

Guest speakers
Brittany Baimbridge

Accounting Coach & Field Service Software Integrator

BDR

What you will learn:
  • Why a maintenance policy is the foundation of the agreement

  • The key components of a maintenance policy

  • Tools that will enable you to manage recurring service events

  • How to establish a process for expiring agreements

  • How to define workflow and procedures

A well-run maintenance agreement program can be one of the most valuable drivers of long-term revenue — but only if the internal operations behind it are solid. This session will dive into the systems, processes, and tracking methods that ensure consistent execution, high customer retention, and steady work for your technicians year-round.

You’ll learn the three most important keys to managing the back end of your program effectively — and how to avoid the common mistakes that lead to inefficiencies and lost profit. Whether you’re looking to clean up your current program or scale it with confidence, this session will give you the operational playbook you need.