Seven Figure Agency
Member Success Team Lead Challenge
Strategic Thought Experiment

You're Our New
Member Success Lead

We're handing you the keys to our member success function. Here's the situation, here's the team, here's the challenge. Now tell us: What would you do?

The Situation

350

Active Members

Across 4 program tiers: Launchpad, Accelerate, Mastermind, Titans

$1,500

Avg Monthly Payment

~$6.3M annual revenue from memberships

4%

Current Monthly Churn

~14 members & $21K lost per month

3%

Target Churn Rate

Your primary objective

What Members Get

Training Access

Comprehensive seven-figure agency methodology and resources

1:1 Coaching

Regular sessions with their assigned success coach

Live Events

3 exclusive in-person events per year

Your Team

12

Success Coaches

Part-time coaches who have built their own seven-figure agencies following our methodology. They handle 1:1 sessions with assigned members.

• Paid $200/month per assigned member
• Average ~29 members each
• Avg compensation: ~$5,800/month
1

Onboarding Specialist

Dedicated to new member onboarding and ensuring they get started on the right foot.

2+

Support Team

Coach coordinator and content support team to help operations run smoothly.

Your Challenge

Your main focus as Member Success Team Lead is to ensure our members are winning with our program and to improve member retention.

We averaged a 4% monthly churn last year and are focused on getting that down to 3% or less. That's approximately 14 members and $21,000 in monthly recurring revenue we're losing every month.

Now, Tell Us...

1

What would you focus on day-to-day?

Given this team structure and member base, how would you spend your time? What would your daily, weekly, monthly, and quarterly rhythms look like?

2

What metrics would you want to track?

Beyond the obvious churn rate, what specific metrics would you monitor to understand member health and predict problems before they happen?

3

How would you action those metrics?

When you see a concerning trend or an at-risk member, what would you do? What intervention protocols would you establish?

4

What initiatives would you put in place?

What programs, systems, or processes would you implement to systematically improve retention and member success?

Bonus: Think Deeper

If you really want to impress us, consider these strategic questions:

What do you think are the top 3 reasons members are churning, and how would you validate your hypotheses?

How would you leverage the 12 part-time coaches more effectively? What about their structure might need to change?

What does "winning" look like for members at different stages of their journey, and how would you measure it?

If you could only implement ONE initiative in your first 90 days, what would it be and why?

How would you balance reactive support (helping struggling members) with proactive success (helping all members win bigger)?

Your First 30-60-90 Days

Walk us through your plan for the first three months. What would you do in each phase?

30

Days 1-30

What would you focus on learning? Who would you talk to? What data would you analyze?

60

Days 31-60

What quick wins would you implement? What processes would you start building?

90

Days 61-90

What major initiative would you launch? What results would you expect to see?

How to Submit Your Response

1

Create a Google Doc

Write out your detailed responses to all the questions above. Structure it clearly with headers for each section. Make sure the document is set to "Anyone with the link can view."

2

Record a Loom Video

Record a 10-15 minute Loom video walking through your approach. Share your screen with the Google Doc and talk us through your thinking. Let us hear your communication style and thought process.

Email Your Submission To:

Subject line: Member Success Team Lead - [Your Name]

Email body: Brief intro + links to your Google Doc and Loom video

Ready to Show Us Your Approach?

Take your time to think through these questions. We want to see how you think, how you prioritize, and how you would approach building a world-class member success function.