Run Your Chapter Online All in
One Place

The operating system for entrepreneur peer-group chapters. Forums, meetings, member placement, engagement tracking, and forum health managed from a single platform. Buy a chapter in minutes.
Forum OS
Membership OS
Member Engagement OS
Trifecta OS
Chapter Admin
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Forums, meetings, and placement. Sorted.
Run every forum from agendas to health surveys. Place new members with AI-ranked compatibility and a 90-day follow-up that never stalls.
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From first name to forum-ready.
Track every prospect from a walk-in at an expo to a qualified candidate. Committee meetings, tasks, and the full pipeline in one CRM.
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No member falls through the cracks.
A fair Engage % score for every member, QR event check-in, four automatic watch-lists, and buddy-backed onboarding for the first 90 days.
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One budget, always in sync.
Allocate the year's budget across modules and watch spending roll up in real time. The chapter total always matches by construction.
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Get More Done With Dashboards
The Complete Member Journey From Prospect to Permanent Member
Chapter OS connects every stage of your chapter's operations prospecting, placement, monthly meetings, and ongoing engagement so nothing falls through the cracks.
STEP 1
Track & Qualify Prospects
Add prospective members to the Membership OS pipeline from a name at an expo to a fully vetted candidate. Track referrals, committee reviews, and move qualified prospects forward when they're ready.



STEP 2
Match & Place into the Right Forum
Forum OS runs the placement pipeline candidates fill a preferences survey, AI ranks their compatibility against every eligible forum, and a two-sided intro meeting ensures the right fit before placement.

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STEP 3
Run Forums & Monthly Meetings
Moderators schedule meetings, build agendas, run 5% reflections, manage the parking lot, and track accountability goals. Every meeting is captured attendance, ratings, and archives grow automatically.



STEP 4
Measure Health & Keep Members Engaged
Run chapter-wide forum health campaigns with AI-scored results, track every member's Engage % in real time, and surface at-risk members through automatic watch-lists so your leadership team can act before anyone slips away.



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Everything You Need To Run Your Chapter
From prospecting new members to running monthly forums every tool your leadership team needs, in one platform.

Monthly Forum Meetings
Schedule meetings, build agendas from templates, assign roles, track attendance, and archive everything automatically.

Engagement Scoring
A fair Engage % for every member points earned divided by points available. Four watch-lists surface who needs outreach.

Forum Health Campaigns
Run chapter-wide health surveys with AI-scored results per forum — strengths, areas to improve, and recommendations.
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5% Reflections
A structured monthly reflection across Business, Family, Personal, and Challenge private to its author, with action items.

Prospective Member CRM
Track every prospect from first contact to qualified candidate. Referrals measured, committee decisions recorded.
Accountability
Set goals, track progress, and monitor monthly or yearly performance to keep members aligned and accountable.

Scheduling
Easily schedule meetings and keep your forum organized with a clear, centralized calendar for all members.

Roles Management
Assign and manage roles within your forum to ensure clarity in responsibilities and smooth collaboration.

5% Reflection
Respond to guided questions, track personal growth, and maintain a record of reflections with flexible editing and archive options.

Parking Lot
Suggest topics for upcoming meetings, vote on priorities, and stay involved in shaping future discussions.

Forum Health Survey
Share feedback on the forum environment and review past surveys to understand trends and improve overall experience.

Simplify Your Chapter Today
Take control of your community with a powerful, easy-to-use dashboard built for modern teams. Manage discussions, track performance, and streamline moderation in one place. Everything you need organized, simple, and efficient.
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