Your Outsourced Technology & Automation Department
Unify your tools. Automate your workflows. Build a system your association can rely on — without hiring a tech team.
Stop Fighting Your Tools. Start Building a True Operating System.
Most mental health associations operate with scattered tools, outdated processes, and manually patched-together systems — all of which drain time and create inconsistency.
The Technology & Automation Operations Department becomes your in-house systems team, managing:
Your staff gets a seamless experience.
Your members get a better experience.
Your board gets confidence.
We turn your tech stack from chaos into clarity.
Your Tech & Automation Department Includes:
CRM setup &
optimization
Workflow automation
builds
Email/SMS
configuration
Form & application
routing
CE + event automation workflows
Portal setup (members, CE, resources)
Integration support (API + third-party)
Trigger-based
automations
Automated
segmentation
Self-service tools for members
Monthly system health checks
System
maintenance
Automations That Save Hours — Every Single Week
We build automations that handle:
- Renewals
- Onboarding
- CE certificates
- Event reminders
- Member segmentation
- Welcome sequences
- Re-engagement campaigns
- Advocacy alerts
- Sponsor follow-ups
Instead of manual work, your association runs on clean workflows that save time and prevent errors.
A Clean CRM = A High-Functioning Association
We configure and maintain:
- Custom fields
- Segmented lists
- Data structure
- Event tracking
- CE tracking
- Tag architecture
- Automation triggers
- Reporting alignment
Your entire association will run smoother — and smarter.
Give Your Members a Modern Digital Experience
We set up and manage:
Member portals
CE portals
Resource libraries
Member-only content
Self-service profile updates
Login/access settings
Navigation & UX
Your members get a streamlined experience that feels modern and intuitive.
How This Department Works
A simple 3-step process to transform your membership operations
We Audit & Map Your Membership Flow
Current state → gaps → opportunities → automation plan.
We Build Your Automated Membership Engine
Onboarding, renewals, segmentation, engagement, and the Member Benefits Hub.
We Run Your Membership Operations Monthly
You get consistent engagement, predictable renewals, and board-ready member reports.
Ideal for Associations That:
Have too many scattered tools
Struggle with manual tasks
Need stronger automation
Want a more modern member experience
Don’t have internal tech support
Need stable workflows across membership, CE, comms, and data
Want systems that reduce staff time
Need a consistent technical backbone
What Your First 30 Days Look Like
A structured onboarding process to get you operational fast
Day 1–7
Day 8–15
Day 16–30
This Department requires MBM360 Core ($891/quarter)
Includes:
Dashboards, reporting, data cleanup, segmentation, board reports, annual impact summary.
Aligned to the Annual Association Cycle
Premium partnerships for movement leaders and organizations
New Year, New Systems
Acquisition Promo
Buy One → Get One Free
Up to 2 free Ops Departments
Who qualifies:
- New associations
- Early renewals
12-month promotional period. Core remains at standard pricing.
Mental Health Month Special
Expansion Promo (Current Associations Only)
Buy 1 → Get 1 Half Off
OR Buy 2 → Get 1 Free
Plus: $300 off per quarter
On each new Ops Department for 12 months
Example: $1,500 → $1,200/quarter
Who qualifies:
- Current MBM360 associations only
Applies to newly added Ops Departments. Core never discounted.
A Clean, Automated System That Scales With You
Associations using this department typically see:
- Reduced staff workload
- Stronger member experience
- Fewer technical issues
- Faster onboarding
- Automation replacing manual labor
- Better consistency across CE, membership, comms, and data
- Improved reporting accuracy
Not Sure if Tech Should be Your First Department
Take the 60-second MBM360 Department Finder Quiz to find your highest-impact first step.
Systemize Your Association. Automate What You Can.
Serve Your Members With Less Stress.