IAB SEA + India: Streamlining member engagement using Attio
IAB SEA + India is a leading industry association dedicated to advancing digital advertising standards across Southeast Asia and India. With a diverse network encompassing enterprises, startups, and key influencers, the organisation plays a pivotal role in fostering collaboration, hosting events, and driving innovation in the digital ecosystem.
The challenge
As a small, member-centric organisation, IAB SEA + India faced unique challenges relating to stakeholder management, relationship building, and sustaining high levels of engagement to ensure long-term value for its members.
When Crawl Walk Run first met with IAB SEA + India the team reported difficulties with:
Fragmented Member Tracking: Managing memberships, contacts, and interactions across organisations was manual and time-consuming, making it difficult to engage with key stakeholders and drive engagement across members.
Event Management Inefficiencies: Promoting events, tracking attendance, and gathering feedback required multiple tools and manual data entry, leading to incomplete insights on member participation.
Limited Automation and Insights: Without automated reminders or scoring systems, identifying active advocates, influencers, or at-risk members was challenging, resulting in missed opportunities for collaboration and timely outreach.
Invoice Management Struggles: Handling membership invoices involved excessive chasing of late payments, which risked compliance issues and strained relationships.
Our approach
Crawl Walk Run collaborated closely with IAB SEA + India to deploy Attio in order to centralise member data, automate key processes, and integrate invoice tracking with Xero.
Key elements of our solution included:
Custom data models in Attio for tracking organisations, contacts, memberships, feedback and events, enabling real-time visibility into engagement and participation.
Automated scoring and reminders in Attio to spotlight top advocates and trigger renewal prompts.
Streamlined event management in Attio, from importing registrations to analysing attendance, to better illustrate membership ROI.
A robust integration between Attio and Xero to sync invoice and payment data, offering clear oversight of outstanding invoice payments and simplifying follow-ups.
Further to this our team also managed data migration from Airtable, whilst providing comprehensive training throughout to ensure the small team could confidently adopt the new system.
The impact
Crawl Walk Run’s implementation of Attio has improved IAB SEA + India's operations, helping their small team work more strategically. Automated engagement scoring in Attio, based on interactions like event attendance and feedback, allows easier identification and support of high-influence stakeholders, leading to better relationships and increased participation.
The Attio-Xero integration streamlines financial operations by syncing invoice details into member records, reducing disjointed tracking and minimising late payments.
The team has recovered significant time, previously spent on admin tasks through features like automated meeting transcriptions. This has helped turn challenges into opportunities for better member engagement and growth.
If you would like to improve your external stakeholder relationships and drive operational efficiencies, contact Crawl Walk Run today to discuss how we can support your organisation.
