Is Your Recruitment JV or Varsity?

by Matt Farrell

The Embry-Riddle chapter dove in deep at FIJI’s Recruitment Summit this July. I got to catch up with brother Craig Osborne to talk more about their shift from a JV to Varsity recruitment mindset. Craig is a spirited recruiter, best summed up by his Instagram motto of “Race Sunday, Sell Monday,”. This motto is fitting as he helped rev the recruitment engine for his Daytona Beach-based chapter.

Check out Craig’s story below. How can your chapter build a system like this?

An Identity Crisis

Our chapter a few years ago was super varsity. But we flew to the top and got complacent, we were trying to figure a lot of things out. I guess we realized that nothing was permanent. Numbers were down. We had lost general enthusiasm for putting in hard work, the drive itself was gone.

That’s why my brother Andrew and I went to the Summit. We wanted a new take on recruitment, how to get our system up from a business standpoint, and to find specific ways to get potential members more interested and execute from there.

New Skills at the Summit

The Summit was all cut and dry skills. ‘This is what you need to know and how to apply it.’ Other fraternity programs I’ve been to are more ‘here’s some concepts, think about how to apply it on your own.’ This meshed a lot better with my style; it was an awesome experience.

I never heard of ChapterBuilder coming into the Summit. My first reaction was, this would solve our biggest issue of keeping track of PNMs who say they’ll wait and then we never hear from again. This had been a big issue for us and we can never keep track of why they flaked in the first place.

Taking the recruitment plan back home

The biggest thing for us was how to market ourselves, making sure everything we posted was relevant to recruitment, and strategies for messaging PNMs directly. We set a goal of 25 new members, and got 30 names on our list in one night just by guys hustling through social media DMs.

Adding ChapterBuilder definitely encouraged us to be proactive. It gave us a head start on everyone else and built that winning mentality. We could all follow everything in real time.

ChapterBuilder really funneled in all our names. We had 70 names before IFC Meet the Greeks even started so we were way ahead of the game. At that point, guys just wanted to talk to us and didn’t know much about the rest of the event. There were so many kids at our tent that other fraternities sent guys over to talk to them.

The Home Stretch

The ChapterBuilder status systems helped a ton with keeping track, and the mass texts were an absolute blessing for me. I was sending out 160 texts every day of recruitment for a week automatically; it saved me hours a day easily. The fact that they can text me back without worrying about my phone blowing up was also huge.

Hurricane Dorian actually came through in the middle of recruitment and IFC had to cancel all weekend events, we didn’t have time to redo our flyers or anything but were able to instantly text everybody by name with the new schedule. Since it’s not an email we knew for sure they’re gonna read it.

Our goal was 25 guys, we voted on 55, extended 40 bids and 33 accepted. Almost 85% accepted and so we got to be truly selective. Over a third of bids accepted on IFC bid day were for FIJI.

What’s Next

That varsity mindset is back. We have a bunch of excited new guys that have a real chance to make this something special. We’re moving them off our A+ ChapterBuilder setting so they can help us recruit for another event next month. We want to stay ahead of the game this time.

Pike U | The Academy 2019 | The Peabody Memphis

Numbers Game: Inside the PIKE Growth System

by Matt Farrell

Over 70 HQs and campuses use ChapterBuilder to manage growth, and we’re constantly asked “who has the best system to get people buying in?”

One group our team points people to Pi Kappa Alpha, and as I had never worked directly with the organization before, I had trouble explaining why. That is, until I had the opportunity to attend PIKE University and find out for myself.

Image-1I got to chat with Director of Membership Growth, Caleb Vander Lugt, who explained further how Pike combines the ChapterBuilder software and their vision. His story will help you build a growth system of your own.

MF: Let’s go back to your undergrad. How’d you join?

CV: So I went to a small school in Michigan, Adrian College. I didn’t care much about fraternities. I was busy with a lot of stuff and found most of my free time spent hanging out with guys who I guess happened to be Pikes. I honestly never thought anything off it, but one day they offered me a bid and I was comfortable enough that it made the rest of the decision much easier. I just thought it was a happy accident.

MF: Guessing it wasn’t…

CV: Once I came on the Fraternity staff, I realized we focus solely on the idea of helping our members create relationships with individuals on campus. Recruitment is the art of making friends. It really is that simple. Every resource we provide goes back to that goal.

MF: That’s great. Devil’s advocate: I’m sure some people find that a little cheesy. Especially in an era where recruitment numbers are starting to go down everywhere. How does the International Fraternity make recruitment such a big priority?

CV: Everyone has the mindset that if we stopped recruiting tomorrow, we’d cease to exist in three years, if not sooner. We know it’s the lifeblood of our or any organization.

MF: How do you explain it to the chapters? Threats don’t usually work for motivation.

CV: We want to continuously give our chapters the chance to create their ideal fraternity. Through that, they’re going to be able to create the ideal college experience they want to have. We know how important that is to our members. That message is universal–we bring it everywhere we go.

MF: I love that. Most groups only use that tactic on expansion or extension. Tell us how you bring that into chapter visits.

CV: We start all internal. We gauge involvement from the full chapter before even looking at what’s going on campus. We know that if it’s a one- or two-man job then no matter how good their outreach is, they’re going to burn out.

MF: Then what?

CV: We identify what specific areas of recruitment are overwhelming for our chapters. Once we have identified where the chapter is facing the most obstacles, we can create a strategic plan to overcome them. Very often it stems from the chapter’s involvement. With that in mind, we try to engage all members of the chapter into the chapter’s recruitment program, and ChapterBuilder helps us do that. Ideally, we want the chapter to come to that realization on their own.

MF: Now I see where you bring ChapterBuilder in.

CV: Yeah, we don’t force people into it. At the same time, ChapterBuilder is a resource of tracking member engagement in recruitment. By chapter’s not using it, we miss out on the frequency and manner in which they recruit. While we are always encouraging our chapters to adopt the software into their recruitment programs, we try to focus on all the groups who are using it so we can better understand their trends and how they’re adapting to engage potential new members.

MF: That’s so interesting. Most of our partners make their primary focus on getting non-users to use it. And it’s usually before the chapters even understand how it helps them.

CV: Our chapter usage is smaller than people think. We’re about 60-65% but we’re playing the long game and have seen it steadily rise. The resource has the ability to isolate chapters’ activity by reviewing their engagement with potential new members during their recruitment periods. From there we can help them find the problem and create resources and strategies to solve it.

MF: Recruitment technology can be overwhelming for chapters. How do you break it down?

CV: First, we try to ensure the chapters feel comfortable using the software and are knowledgeable on the various features that are available. We try not to overwhelm them if they are first-time users, but we want them to realize the potential the software has to make their process more efficient. The letter grading scale and mass communication within Chapter Builder are the two features that are most used. Letter grading helps the chapters identify where PNMs stand within the recruitment process. From there they can engage the members of their own chapter to progress each friendship one level at a time.

Mass personalized communication is just a massive time saver. The process would be a lot tougher if members had to manually text PNMs individually. It would take too long or they wouldn’t send intentional communication by name.

MF: The one-two punch, right? I hope you don’t mind sharing that. Might be my favorite recruitment trick and it’s not even ours.

CV: It’s a staple for us (laughs). No one enjoys an awkward “what’s your name?” handshake. Instead, we lead with our name. “Hi, I’m Caleb, what’s your name?”. You will introduce yourself back to me, I’ll repeat your name out loud to ensure I have it correct, and away we go. First impressions are everything. It shows you genuinely care. It’s distinguishable of PIKEs.

MF: It’s so good. OK last question. I’ve loved my time with you guys but I know there’s still always going to be critics. “PIKE will just take everyone with a pulse, you only care about numbers and not quality.” How do you respond to that?

CV: On every campus, the strongest organizations are often some of the biggest. They don’t have to be the biggest, but they’re typically in the top three. Our approach is to be competitive in size so our groups, therefore our members, have greater opportunities to do more of everything else. The groups, by virtue of sheer size, are going to have: more exposure, more opportunities to engage the community, perhaps more influence, etcetera, but that all stems from their recruitment program.

Quality is something we’re always looking at and trying to improve. We want to give our men every opportunity to be intentional with their membership selection. Quality and quantity are not mutually exclusive. They both can exist together. That’s the area the tech helps us with the most.

A final note from Pi Kappa Alpha CEO Justin Buck:

“Getting the right people on the bus” is the most critical step for any type of organization to ensure continued success, especially fraternities. Any solution which allows our members to quickly identify the best individuals, communicate with them effectively, and help them become Pikes is something we want to pursue aggressively. We still have work to do to get all PIKE chapters and their members fully immersed with this technology. And just as important is doing so year round – recruitment is a 24/7/365 game and you never know when you’re going to meet the next True PIKE.


Giving PNMs More Independence During Formal Recruitment

by Ellen Chesnut

It’s not always easy to give up control. We often use perfectly good energy to plan, predict and prevent things that aren’t or weren’t ever actually in our control. We all know things go much more smoothly when we simply allow things to happen versus making things happen, but we all like to be in the driver’s seat. It’s in our nature, especially when it comes to all the logistics and management of Panhellenic recruitment.

There are so many lists to make, boxes to check, and then a nagging desire to double and triple check everything. It’s no wonder we micromanage the process to not allow our PNMs (who, by the way, this process is really all about) to have much control over their experience. As the demographic of PNMs evolve with the new generation of students entering college, we know PNMs don’t want to be told where to be and when to be there. We also know surrendering all the control to PNMs won’t work, at least not in the way Panhellenic recruitment is currently run. That’s why the team at TechniPhi is excited to announce the new release of their PNM Companion app which not only saves your Panhellenic recruitment team hours of time during recruitment, but gives PNMs a little bit more control over their recruitment experience. A win-win for everyone!

TechniPhi’s PNM Companion app (available on both iOS and Android) only works with IMG_3821the CampusDirector Panhellenic recruitment software, technology  that manages recruitment from start to finish for Fraternity and Sorority councils across the country. In this new release, PNMs will have the ability to take notes on their recruitment experience or the conversations they just finished while leaving a chapter event. They will also be able to view videos, PDFs, recruitment guides, and educational content all pushed out by the Panhellenic council.

In addition to those features, PNMs will now be able to connect directly with their Recruitment Counselor via voice, text, and email. They can receive messages from the council and view their schedule with the app’s sleek design to know exactly what event they are suppose to be at and when they need to be there. PNMs can also enter their selections for each round making the logistics of getting PNMs in and out of computer labs or coordinating additional staff or recruitment counselor time non-existent. The PNM IMG_3823Companion app is meant to relieve some of the logistical stresses of recruitment for both the Panhellenic recruitment team and recruitment counselors, all while giving PNMs a little more control over their experience.

VP of Technology for TechniPhi, Ellen Chesnut said, “I believe that time is one of the most important elements of Panhellenic recruitment. There isn’t enough time to provide every individual PNM with an individualized custom experience in recruitment, so we’ve got to give a little to get little. Give the PNM the ability to feel more connected to their experience through technology they’ve pretty much grown up with, and in return get some time back.” Chesnut continued, “Plus as an added bonus, your Panhellenic you can now communicate with PNMs more often and give them that more customized experience, we know they are all craving!”

“The app was great and drastically cut down the need for a separate computer lab for priorities and preferences. This in turn saved us time and allowed us to move on with IMG_3817the many other activities more quickly, said the Panhellenic recruitment team at the University of Wyoming after using the PNM Companion App. “Further, if a PNM did not complete her selections and we needed to track her down, it was usually done within moments, again, saving a ton time.”

“It empowered our PNMs more as they were the ones with their schedules and preferences, not the recruitment counselors. It made Primary Recruitment more of ‘their’ process. It also saved us time because we did not have to print 750 schedules each day! We got a few more hours of sleep!” said the VP’s of Recruitment for Iowa State University

The overall goal of any recruitment is the success of the PNMs, chapters and Panhellenic community. Success is measured differently year after year for each community, however, we can all agree that turning a little bit of the control over to PNMs through technology can both save time and provide a more engaging experience is a win for everyone in the recruitment process. To learn more about the PNM Companion app or CampusDirector, feel free to request a demo or get in touch, you won’t be disappointed!

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About TechniPhi: TechniPhi is the sister company of Phired Up Productions, and both companies help fraternities and sororities grow. The company’s products, services, and brands are creating the future of fraternities and sororities by transforming the way people join. The company delivers relationship-focused, data-driven, results-producing TECHNOLOGY, EDUCATION, and STRATEGY solutions for every aspect of the pre-member experience from first-impression through initiation.


Alpha Sigma Phi to Provide ChapterBuilder for All Chapters


Contact: Matt Farrell

The Phired Up and TechniPhi team is proud to announce another headquarters as a full adoption partner of ChapterBuilder.

Alpha Sigma Phi was an early adopter of ChapterBuilder using the tool for expansion at new schools. The technology helped systemize and accelerate the fraternity’s growth model. During this time Alpha Sig became the fastest growing fraternity in America. Beginning July 1, 2019, the tool will be available to 100% of the fraternity’s chapters and provisional chapters.

“Alpha Sigma Phi is committed to helping our chapters attract the highest caliber undergraduate men on their campus,” said President and CEO Gordy Heminger. “If there are resources we can provide that will assist our chapters in recruiting a higher quantity of high caliber men, we are committed to providing those resources.”

As the higher education landscape continues to change, Generation Z is producing new recruitment challenges for all organizations. Outside of fraternity, CRM technology has rapidly emerged to not only manage such challenges, but serve as growth systems for organizations to flourish.

“Alpha Sigma Phi has proven it wants to lead our industry in recent years by giving the gift of membership to more high quality men on campuses all across the continent,” said Matt Mattson, co-Founder of Phired Up and TechniPhi and member of Alpha Sigma Phi. “This makes me really proud to see my own organization choosing to utilize data, a standardized growth system, and advanced analytics that ChapterBuilder provides to engineer the future of the fraternity. I’m a very proud brother and a grateful partner today.”

Heminger adds, “ChapterBuilder will allow our groups to gather more information about potential members, organize it better internally, and communicate in a higher and more effective frequency with potential new members.”

Alpha Sigma Phi is the 10th headquarters to utilize ChapterBuilder fully for all chapters.

TechniPhi’s description of ChapterBuilder reads, “ChapterBuilder brings potential new members to you, alerts you when it’s time to follow up, gets all your members and advisors involved, keeps recruitment organized, and even provides real-time analytics to make your recruitment process smarter than ever!”

In an era where undergraduates are seeking resources and support to meet demanding recruitment goals, TechniPhi is thrilled to offer these tools to our partners nationally. Learn more about Alpha Sigma Phi at

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About TechniPhi: TechniPhi (a sister company of Phired Up Productions) helps fraternities and sororities grow. The company’s products, services, and brands are creating the future of fraternities and sororities by transforming the way people join. The company delivers relationship-focused, data-driven, results-producing TECHNOLOGY solutions for every aspect of the pre-member experience from first-impression through initiation.

The Simple Question Most Recruitment Chairs Can’t Answer

by Matt Farrell

I’m constantly meeting recruitment chairmen across the country. Some are desperate to grow their chapter while others are looking for efficiency. The rest are in between and annoyed at all of the busy work. When there’s a group together, it can be tough to figure out how to help everyone.

So I’ve been starting each conversation with this simple question.

“Do you know what CRM is?”

If you don’t know the answer either, you’re not alone. The answer is a “no” almost every time (it’s Customer Relationship Management, by the way).

What’s the big deal–just another acronym, right?

Not really. CRM is rapidly becoming the premier growth strategy for every organization OUTSIDE of fraternity. Whether a traditional business, nonprofit, or startup, success comes down to deepening the relationships between your group and who you interact with. Simply put, CRM is based on the understanding that relationships are the key to business. CRM technology allows as much of the “busy work” as possible to be taken care of, including information, organization, and even personalizing communication. This lets teams free up their time to maximize the power of their interactions with those they’re reaching out to. Quality interactions create relationships to drive business growth. Period.

A great example of CRM can be seen for anyone who visits the capital of the Greek industry— Indianapolis. You just have to look up. The tallest building in the skyline, the SalesForce tower, symbolizes the recent rise of CRM technology. Here’s how SalesForce explains CRM and why it’s important. I find it interesting how my friends who visit always know what Salesforce is and are familiar with CRM. They’re all in their mid-twenties living in big East coast cities.

Whether or not they cared about recruitment as undergrads, they use CRM every day now.

We talk a lot about real world skills in fraternity. Some of these skills are admittedly vague, like networking and leading your peers. CRM is not one of those skills. CRM is an objective measurement of how every industry does business. More than any other position in the chapter, recruitment chairmen are positioned to master it with ChapterBuilder.

Yet they still can’t answer the simple question.

By now, it should be obvious that CRM usage will lead to higher performing chapters. Could that phrasing be the problem?

Maybe the chapter isn’t actually priority #1. CRM technology usage is ultimately about preparing our members to have a clear-cut edge in professional performance. If they don’t know what it is, let alone use it, it’s failing to prepare them for the real world.

If they do, they’re prepared for the job. Maybe their chapter’s successful growth is just a bonus.

Hello From the Other Side (Of the Techline)

by Matt Farrell

I’ve never considered myself to be much of a “tech guy”. When I joined the Phired Up team in 2017, none of the reasons I came to work here involved technology. I wasn’t passionate about it or great at it. When I’m traveling for training days, I still feel lucky when I set the projector up right on the first try.

However, I’ve recently found myself starting this year in a new role with shifts covering on our “techline” as part of the on-call TechniPhi support team.

Chances are you or a someone you know has called the techline. There’s someone on it 24/7 for recruitment season ready to help with CampusDirector, MyVote, or ChapterBuilder. I’ll be honest, I knew nothing about how this worked even being at the company for a full year. From what I could gather from my colleagues, I was visualizing an invisible hot potato jumping from person to person through hectic recruitment weekends.

Now that I’ve made it a month, here’s some discoveries from the other side of the line.

1. Objective results:

Over the past few years, it has amazed me at how much of fraternity & sorority work is subjective. We are trying to help members grow as better humans, but most outcomes are based on individual interpretation. Any advisor or professional can create something and find a way to measure it, but how do we know for sure who to put the onus on? We ultimately have to hope our students care enough to listen, and if they don’t it’s easy to put the blame on them instead of us.

The opposite is true for the techline, because every question we get is purely objective: Where is this button? What setting do I need to turn off? How do I get back into my account? There is usually only one clear outcome. It’s still taking some getting used to, but I find it refreshing for our field.

2. Long days don’t seem so long anymore:

It’s no secret that workdays in student affairs can get lengthy, especially with evenings and weekends. Luckily, we love what we do. This combination produces a phenomenon I like to call “bragplaining” where folks share the amount of hours they work as if it’s a trophy. Well if that’s the case, this crew gets the trophy! You can’t beat a 24 hour workday on the techline (unless it’s with our roughly 60 hour weekend shifts).

In all seriousness, sunrise to sunrise shifts are long but have helped me realize how much more I can get done on an “average” workday. It also is a grounding experience to push aside the daily to-do list to help whatever unexpected troubles from others come your way.

3. Developers are awesome:

I didn’t really know any of the developers on our team before this. Erik, Taylor, Gerrit and Patrick are all super cool dudes with a passion for bettering fraternity, sorority, and humanity. Not to mention, they are purely solution-oriented all the time. Even while they’re working with people like me that have never touched a line of code, they never get frustrated and always have their mind on the fix.

I think it’s so cool that Gerrit and Taylor didn’t have a fraternity experience, but have grown to appreciate it through this work. It shows the potential we have not just for our own members, but for everyone we touch.

4. It’s All Connected:

Like I said before, I’m not a tech wiz, and may never be. That’s fine. The best part is simply knowing enough to realize how it fits into everything else. Technology, education and strategy are so connected in the ways our students want to (and need to) grow. Every headquarters and campus needs a growth system—that could not feel like more of a reality to me after traveling for my HQ and as a Phired Up educator. I feel that my time in technology hasn’t pulled my mind away from education and strategy much at all. If anything, it’s given me a realization that technology is the first step of the system. Once everyone is connected, we can do some awesome stuff.

5. Sometimes you don’t have the answer:

This has been the toughest, but most important, realization for me.

Before the techline, anytime I got a recruitment question I could take my best shot at it or send a resource over later. Whether you call this BSing, sharing perspective, or stalling—the asker still gets what they asked for.

But now being in the objective world of technology, not having the answer comes with the territory. It is tough not always being able to solve a problem off the top of my head. I’m still new to this, and I’m constantly asking my colleagues for help. But I suppose these are valuable truths of life that I wouldn’t have understood before this experience.

By now, you’ve probably realized benefits of recruitment technology you never would’ve otherwise thought of. Sometimes, those lead to random issues no one could ever expect—hence the existence of the techline.

But whether it’s a quick email or a middle of the night phone call—I can say one thing for sure: we’re here to listen.


Guiding Your Chapter on the Importance of ChapterBuilder

by Ellen Chesnut

Your members are the most important asset to your organization. Members give your organization purpose. They continue to let your organization live on and carry out legacies year after year (several fraternities and sororities are well over 100 years old!). Your members are the number lifeblood of your organization and that means you’ve got to do more than appreciate them; you’ve got to understand them – you’ve got to find out why they’re a member in the first place.

The relationships you cultivate with your members will determine your organization’s level of success, and like the success of every relationship, that depends on how well you know each other. When building these relationships, (what we call recruitment) and getting to know the potential members who are going to make your organization successful year after year, it’s hard to get a grasp on understand what that process should look like and how it should be managed.

We know that there are certain parts of recruitment that are out of your control, like primary recruitment policies and schedules.  We also know that recruitment doesn’t just happen during the primary recruitment season, it happens all year. When setting up your organization for success, the mindset of year-round recruitment needs to be presented in a way that all members can be engaged. When taking on a year-round recruitment mindset, the task may seem overwhelming. However, if we have the right tools in place, year-round recruitment can be really easy and get you on track to recruiting the best members who are going to create long-term success for your organization.

Our tool, ChapterBuilder, has been a key resource for tracking success during year-round recruitment. ChapterBuilder is a CRM, or Customer Relationship Management tool, which meants that it is software that tracks interactions with prospects and customers.  In fraternity and sorority recruitment terms, ChapterBuilder is a CRM that tracks interactions and relationships with potential new members.

Here are six key benefits of utilizing ChapterBuilder to help your chapters see success through year-round recruitment.

1. It’s always messy before it’s organized

The more you know about your potential new members, the better you’ll be able to provide them with the kind of experience they are looking for when joining your organization.  Everything they do, and every interaction they have with your organization, needs to be identified and recorded. To do this, you need to move beyond the sticky-notes and pretty notebooks.  Using ChapterBuilder’s potential new member profile to maintain key points of contact and demographic information, as well as track all interactions, will help you organize and store a vast list of the future members of your organization.

2. Enhanced Communication

ChapterBuilder allows your recruitment team and all members of your organization to provide the same high-level of recruiting, by having access to all the same potential member data and past interactions.  With a variety of communication tools including email, text, and the rolling calls feature, you can give your potential members the type of communication they prefer, when they prefer it. There is no more “starting fresh” when you can see what level of interactions other members have had and where each potential member is in the recruitment process.

3. Makes you Look Good (and Smart)

Your time is valuable and also jam packed with other important tasks competing for your schedule.  Your potential members’ time is also valuable. When starting the membership selection process, whether that be the first interaction or right before extending a bid, ChapterBuilder helps your recruiters know everything about the experience the potential members are receiving and how they are responding to them.  You will be able to know who needs contacted and when, and if you’re keeping good notes, you’ll know how they take their coffee too.

4. Automation

Recruiting new members isn’t as easy as throwing darts onto a board of PNM names, with whoever it lands on getting a bid for membership. Following all of your recruitment procedures and reporting, voting methods, and finding time to host and meet your potential members takes time. ChapterBuilder is designed to take the burden of many of these tasks off your team’s shoulders, thanks to the magic of automation. From creating tasks, to scheduling follow ups and reminders, ChapterBuilder keeps users on task and keeps the recruitment process running.

5. Greater Efficiency

Automatically stored communication allows you to view emails, text messages and phone call details in one easily accessible place. Add that with the ability to have multiple users accessing the same information, it simply skyrockets the amount of achievable progress.  The recruitment team can filter down tasks and information and share valuable insights about prospects to get the results your organization needs to be successful.

6. Proof

Incorrect data should not be the reason you cannot succeed.  With ChapterBuilder, the data is all in one place, which leads to improved analyzing of the data as a whole. From historic to real-time data, you can make resourceful and effective decisions to reap the rewards in recruitment for long-term membership.
Ready to learn more about how ChapterBuilder can help your chapter achieve your recruitment goals? Schedule a demo today!


Using ChapterBuilder to Maximize Continuous Open Bidding

PJI_0144by Chris Buck

You may have stumbled onto this article and thought, “Isn’t ChapterBuilder just for Fraternities?” We are always happy to share that we designed ChapterBuilder for all fraternities and sororities, and our sorority users see success with ChapterBuilder every day! In fact, the largest growing ChapterBuilder user base is women’s groups. We are proud that more and more organizations and individual chapters are using ChapterBuilder for both formal and informal recruitment. Recruiting after formal recruitment or all year round can be really, really tough.  However, building a team, setting a goal, and having a tool to help manage the process can make continuous recruitment easy and fun! Using a technology like ChapterBuilder allows you and the rest of your recruitment team to focus on building relationships and making smart thoughtful decisions when it comes to membership selection, the stuff we know you’re really good at! We are excited to share how chapters participating in the continuous open bidding process have made their lives easier by utilizing ChapterBuilder and these key features below to assist them. 1. Centralized Target List - ChapterBuilder was built to revolutionize the way we maintain our list of prospective members as we identify the best individuals to bring into our organizations. Using customer relationship management software , our platform serves as a centralized hub for communication, organization, and most importantly information. Members of your chapter can view PNM profiles, take notes, and share information that we learn to ensure we are making the best membership decisions. Pro-Tip: ChapterBuilder offers a bulk upload feature that allows you to take the names and information of the eligible members from your CampusDirector or other campus recruitment technology and upload them to your new account after the primary recruitment process is over. 2. Tabling: we’ve got you covered - ChapterBuilder makes tabling easier to collect names through our forms feature. Users can create custom forms, pull it up on their devices, and have PNMs enter their contact information, automatically generating a PNM profile in ChapterBuilder.  Pro Tip: Don’t just create forms for tabling, create forms to collect referrals from your social media, website, and alumnae newsletters too. 3. Communication & Alerts – Establishing consistent communication with prospective members is key for building a lasting relationship and sharing the gift of your organization. Through ChapterBuilder you can send mass texts and emails sharing organizational information and key dates. You can also create alerts to avoid having PNMs fall through the cracks. 4. Information – the most powerful component of ChapterBuilder is the centralized location for information. As we establish relationships with prospective members, we start to learn valuable information about who they are, what matters to them, and how they will contribute to the organization. This information is invaluable and vital for our members to make the best membership decisions. Information can be easily added through the application and can be displayed in a customized slideshow to facilitate membership discussions. ChapterBuilder’s goal is to be a resource to support each chapter and organization looking to make recruitment easier. Our hope is that you will consider joining us for a demo to show you how the platform works and how it could support you in either formal or informal recruitment this year. To sign up to learn how the platform could assist you, CLICK HERE!


ChapterBuilder – Information is Power!

by Chris Buck

When we meet with a potential member, it is typically in a one-on-one meeting or in a small group. This is the best strategy because it helps foster relationships and does not overwhelm the perspective member. But, there can be a problem with these interpersonal interactions. During those meetings, we are often learning a lot of valuable information about the new people we’re meeting, but the problem is that we’re not sharing that information properly (or worse we losing or forgetting it). Then, we’ll hold a bid discussion and have members voting on a potential member they have never met or know very little details about. It is kind of scary to consider letting someone join your organization for life when you can’t even remember where they’re from, what they like to do, or what they’re studying in school.

One of the most valuable features ChapterBuilder has to offer is the potential new member profile that allows users to log key information and write notes. This can be your PNM information hub. This feature can help you solve that pesky problem of losing or forgetting information, and assists in ensuring all members are more informed about the members they’re voting on. Any member should be able to log in to a PNM profile, view the PNM information, and review the notes. They can take the following things away for it:

  • Know what interactions that chapter has had with the perspective member; has she attended events? What members have met with him?
  • Know that person’s passions, interests and pursuits – what are they looking to get out of the college? What matters to them?
  • Know any concerns or information that we as an organization want to discover so we can make the best decisions.
  • Know the next step in the recruitment process for this perspective member.

I am often told by fraternity and sorority members that they forget to log information or that it’s too much work. Remember, we are asking people to join our organizations for life and that they will be representing us for the day they take that first oath, so we can’t afford to be uninformed about someone.

To help make it easier, ChapterBuilder offers an iPhone app that can help you log the information you learned immediately following an interaction. Just pull up the app, click on the PNMs profile, and share the information right after your meeting!

If you are not sure what a good note should look like just remember to answer the following:

  • What happened? (Did you meet for coffee? Did they attend a small activity?)
  • What did you learn? (Passions, pursuits, interests, etc.)
  • What else do we need to know?
  • Next steps (invite them to something? Should a specific member follow up? Do we need to create a task or alert to remind us?)

If you do this properly each time, you will craft a good note that will contain some valuable information to help inform the rest of your chapter!

American activist Robin Morgan said, “Knowledge is power. Information is power. The secreting or hoarding of knowledge or information may be an act of tyranny camouflaged as humility.” So, don’t withhold the information you learn about perspective member… share it!


Partnership Spotlight: Alpha Chi Omega + ChapterBuilder

by Chris Buck

It is often thought that ChapterBuilder is only for fraternities, not sororities. Or, if it’s for sororities, it’s only for those who are participating in continuous open bidding or COB. Alpha Chi Omega is defying that misconception and using ChapterBuilder as a catalyst to spark growth in all chapters. This growth is not just in numbers, but in how they identify future members.

I had the privilege to sit down with Lisa Roane, Assistant Director of Collegiate Growth to discuss their experience and use of ChapterBuilder .

Quick Facts about Lisa

Years at Alpha Chi Omega: 4 years

Responsibilities: Oversees the establishment of new Alpha Chi Omega chapters and assists with recruitment efforts for established chapters.

Alma mater: Allegheny College

Buck: How has ChapterBuilder been built/adopted into Alpha Chi Omega’s recruitment process?

Roane: We have seen a huge change in the number of chapters that have had to participate in COB because of automatic re-adjustment of total. Through ChapterBuilder we have seen recruitment success and success in making COB more fun. We’re sharing this tool, showing them how to use it, so they’re actually using it. We have fit ChapterBuilder into our current COB processes that have already existed.

Buck: How have you seen chapters benefit from using ChapterBuilder?

Roane: A lot of the women are missing the first step of recruitment; building a names list. If you are trying to recruit 10 women you need more than 10 names on your list. You have to go out and find women; they’re not coming to you like in the formal process.

ChapterBuilder is also a place to store women’s information. There are women that want to join but they can’t right now; we like her, and want her to join, so we need to keep her information so she can join later. The ChapterBuilder waitlist has allowed us to do that; every chapter should have one.

Buck: So obviously, not all of the chapters that are using the platform need to participate in COB; why are they still using it?

Roane: Continuous open bidding is the ability to add women into our sisterhood throughout the entire year. We need to look at this as something positive. You are just reaching out to the women that you want to reach out to to talk about your organization and building a relationship with them. We are making COBing a normal thing, because it is.