Membership Solicitor Templates

There is a huge number of templates that someone in the Membership Solicitor role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Membership Solicitor. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Membership Solicitation Letter
2. Membership Renewal Letter
3. Membership Application Form
4. Membership Database Spreadsheet
5. Membership Meeting Agenda
6. Membership Meeting Minutes
7. Membership Report Template
8. Membership Invoice Template
9. Membership Thank You Letter
10. Membership Feedback Survey

Reports

Reports are often prepared by a Membership Solicitor to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Membership Acquisition Report
2. Membership Retention Report
3. Membership Revenue Report
4. Membership Engagement Report
5. Membership Conversion Report
6. Membership Churn Report
7. Membership Satisfaction Report
8. Membership Growth Report
9. Membership Campaign Performance Report
10. Membership Market Analysis Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Membership Solicitor does and how they do it.

1. Prospecting SOP
2. Cold Calling SOP
3. Meeting Preparation SOP
4. Membership Presentation SOP
5. Follow-up SOP
6. Negotiation SOP
7. Closing SOP
8. Onboarding SOP
9. Client Relationship Management SOP
10. Reporting SOP

Presentations

Membership Solicitor presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Membership Report
2. Membership Benefits Overview
3. Membership Recruitment Strategy
4. Membership Retention Analysis
5. Membership Growth Forecast

Legal Docs

There are several key times when a Membership Solicitor needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Membership Agreement Template
2. Non-Disclosure Agreement Template
3. Donation Acknowledgement Template
4. Volunteer Agreement Template
5. Event Sponsorship Agreement Template

Health & Safety Templates

Health & Safety templates for a Membership Solicitor ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Checklist Template

Calendars

Setting up Membership Solicitor calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Meeting Calendar
2. Court Hearing Calendar
3. Client Appointment Calendar
4. Deadlines and Reminders Calendar
5. Networking and Events Calendar

Invoice Templates

Several types of Membership Solicitor invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Membership Invoice
2. New Member Registration Invoice
3. Membership Renewal Invoice
4. Event Registration Invoice
5. Donation Invoice

Survey Templates

For a Membership Solicitor to get insights related to the work they do, they need to send out Membership Solicitor surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Member Satisfaction Survey
2. Membership Renewal Survey
3. Event Feedback Survey
4. New Member Onboarding Survey
5. Membership Benefits Survey

Meeting Agendas

Having premade Membership Solicitor meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Team Meeting
2. Client Intake Meeting
3. Strategy Planning Meeting
4. Performance Review Meeting
5. Board of Directors Meeting

Budget Templates

To manage finances well, a Membership Solicitor would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expense Tracker
2. Client Billing and Invoicing Template
3. Marketing and Advertising Budget Template
4. Travel and Entertainment Expenses Template
5. Professional Development and Training Budget Template

Dashboards

Dashboards are a useful way for a Membership Solicitor to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Membership Growth Dashboard
2. Revenue and Donations Dashboard
3. Member Engagement Dashboard
4. Campaign Performance Dashboard
5. Membership Retention Dashboard

Proposal Templates

For bidding or requesting work, a Membership Solicitor needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Membership Renewal Proposal
2. New Member Acquisition Proposal
3. Membership Benefits Enhancement Proposal
4. Membership Outreach and Engagement Proposal
5. Membership Retention and Loyalty Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Membership Solicitor templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.

Membership Solicitor Templates