GBX Global

Project Documents

Everything for the member data & CRM project, in one place.

Ideas for What's Next For discussion

Phase 1 is done — a working list of where the app could go next (an AI-powered "who should I talk to" search, seeing who's going to an event before it happens, and more), to prioritise together on our next call.

Updated 22 September 2026
Project Progress 100% complete

Where things stand across the whole rebuild, stage by stage — kept up to date as work continues.

Updated 28 August 2026
Open Questions for Our Next Call 3 open

Small decisions worth talking through together while we demo the platform — nothing urgent, nothing blocking, just worth a real answer.

Updated 24 August 2026
How the New Members App Works Reference

The technical companion to Project Progress — how sign-in, the one-time ChimpLink data pull, and the ongoing access-sync actually work under the hood, with diagrams.

Updated 23 August 2026
Overall Project Proposal Approved

The original systems proposal: why Mailchimp shouldn't be the source of truth for member data, the architecture to fix it, and the identity-linking bug — now confirmed fixed in production.

16 July 2026
The Member Data Map All decided

Full map of every field in the member journey, a smarter structure to replace it, and every decision now settled — the new members database can be built to this.

27 July 2026
How the Pipeline Runs Reference

Every automation flow that carries a contact from first hello to paying member, exactly as it runs today — plus what changed underneath when we fixed the Applicant ID.

28 July 2026
System Events Reference Reference

Every event that moves between Memberful, the website, ChimpLink, the Members App, and Mailchimp — what triggers it, what it does, and where it goes.

Updated 19 August 2026