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Case Study

Seattle Executives Association

Services
  • Biznomos Association Management Software
  • Web Design
  • Custom Web Development
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Seattle Executives Association Logo

About the Company

The Seattle Executives Association (SEA) was founded in 1917 and is one of the oldest and most prestigious business networking organizations in the United States. Their mission is to facilitate high-quality business referrals and growth among an exclusive and curated group of business owners and executives.

Objectives
  • Replace manual, paper-based referral tracking with a real-time digital system.
  • Provide members with unique login account access and keep them connected to the association while offering features exclusive to those with membership.
  • Streamline administrative tasks for the Executive Director (elections, directory updates, association announcements, and event calendars) to save time.
  • Increase the public visibility of members through an SEO-optimized directory.
The Process

Initial Discussion

As a 20+ year member of Seattle Execs, we recognized a recurring pain point within the chapter - the "Value Gap." While the group was high-functioning, it was difficult to quantify exactly how much business was being exchanged. Leads were tracked on paper slips, emails, and an outdated web interface - making it extremely time-consuming to generate accurate year-end reports or prove the value of membership to prospective associates.

SEA needed a "single source of truth" that could handle the unique requirements of a business networking group, specifically protected business categories and a closed-loop referral system.

Additionally, making website updates and managing membership accounts was time-consuming, cumbersome, and not mobile-friendly. Taking the Executive Director away from core duties or risk having an outdated web presence.

System Implementation & Customization

Using the knowledge from these discussions and our own experience, our team developed Biznomos to act as the digital backbone for association management. Instead of a generic CRM, we built a platform tailored to the executive networking model:

  • The Referral Engine: We digitized the lead-passing process. Members can now submit referrals from devices of all types, and the system automatically notifies the recipient and tracks the status of the lead.
  • Automated Governance: We moved board elections and association announcements online, eliminating the need for physical ballots and providing greater communication tools.
  • SEO-Driven Directory: We created a dynamic, searchable web portal where member profiles are automatically populated on the public website. Each member received a customizable public profile designed to rank in local search results for their specific business category and link to their corporate websites and socials.
Biznomos mobile referral interface

“There are so many great features - your association info, communications, referral tracking, attendance, calendar, and more – all in one platform.”

Results

Since implementing Biznomos, the Seattle Executives Association has seen a dramatic shift in both administrative efficiency and member engagement. By moving away from "gut feeling" and toward data-driven management, the chapter has solidified its value proposition.

Biznomos statistics interface
  • 100% Data Transparency: Every referral entered within the system is now logged and timestamped, allowing the Executive Director to review statistics, identify trends, and have a pulse on how much business is being done in the room.
  • Reduced Admin Overhead: The Executive Director saved significant weekly hours by automating directory maintenance, elections, attendance, and allowing members to log their own referrals for record-keeping purposes.
  • Enhanced Member Retention: Members can log in at any time to see their referrals, manage their profile, connect with fellow members, and have access to a calendar of all association events. Making the member renewal process a data-backed decision rather than a question of value.

“All of our association contact information is in one place and is easily accessible to our members. The announcement feature streamlines broadcast communication. It is easy to enter referrals and to also track referral stats when needed. The attendance feature is very handy – you can search members and record attendance live.”

Conclusion

The transition to Biznomos has fundamentally modernized the Seattle Executives Association, providing members with a professional digital interface that reflects the prestige of the organization. By introducing automated resources and a high-end member portal, the chapter has significantly increased its perceived value, making it a more attractive proposition for recruiting new, high-caliber members.

Operationally, the platform has transformed the day-to-day management of the association:

Through Biznomos, Seattle Execs has successfully balanced its rich 100+ year history with the modern technology required to thrive in today’s business environment.