Overall
The Stages
Ten stages, start to finish
Systems Proposal & Architecture
Why Mailchimp had quietly become your database, and the plan to give each system exactly one job instead.
- Diagnosed the root problem — identity only ever linked by email, no validation on bulk edits
- Proposed clean ownership: Memberful (billing), ChimpLink (applicant history), new members app (live profiles), Mailchimp (read-only)
- Approved, 22 July 2026
The Identity Fix
Every person now gets one permanent internal ID from their very first contact with GBX — so their record survives every email change from lead through to paying member.
- Built and shipped to production, 26 July 2026
- Confirmed live: a real member changed their email at checkout, and their existing record was correctly updated rather than duplicated
- Apply Now form and packages page updated to carry this through automatically
Data Cleanup & Field Decisions
A full review of every question asked across the whole member journey, cleaning up years of inconsistent and corrupted data along the way.
- Audited and fixed corrupted Mailchimp data across the full contact list
- All field decisions settled with you — funding fields simplified, new angel-investing questions added, Elevator Pitch & Book Recommendation made live-editable
- All changes live in Mailchimp and on the Apply Now form, 13 August 2026
New Members App — Foundation
The invisible plumbing behind the new member portal — secure sign-in, the new database, and the connection back to ChimpLink so a new member's information carries over automatically.
- Secure sign-in via Memberful, built and working
- New member database, structured around every field decision above
- Connection to ChimpLink built and tested — new members automatically get their existing information carried across
New Members App — The Full App
The actual member-facing product — the largest piece of work. Sign-in, profile (view and edit), photos, the member directory, messaging, and access control are all live.
- Sign-in screen and a personalized home page, styled to match your own preferred look
- Read-only profile page, showing everything carried over automatically
- Editing your own profile — changes now flow back to ChimpLink and Mailchimp automatically, so nothing goes stale
- Profile photos — upload with crop-to-fit, stored on your own DigitalOcean Space, with a real photo automatically pulled in from Gravatar for anyone who hasn't uploaded one yet
- Member directory & search — real working search and filters across name, company, location, industry, and investing focus (the old site's own search was actually broken/disabled)
- Access control — a lapsed membership now shows a clear renewal screen instead of the app, matching the old site's wording
- Consistent visual design across the whole app — the dark teal/glass look from your homepage now carries through Profile, Directory, and every member's page, plus an account menu matching your old site's
- Events — synced automatically from Luma, with a full events page and a home page preview, replacing the old site's plugin
- Messaging — real-time direct messages between members, plus an always-there messaging panel in the corner of the screen (styled after LinkedIn's own), so a conversation stays open while you carry on browsing
Deployment & Launch Prep
Getting the app running on real infrastructure and making sure existing members don't start from an empty directory on day one.
- Live on your own server, running continuously — not just on a developer's laptop
- Existing members migrated in automatically from Memberful and Mailchimp — 489 real members, 314 with their existing photo carried over
- Soft-launched on a test address first (
gbxdev.mazespace.co.uk) so we can check everything for real before switching your actual members address over - Switching members.gbxglobal.org itself over to the new app
Leads Review Tool
Replaces the manual Mailchimp segment your team re-runs today to review new applications, with a simple approve/decline screen inside ChimpLink itself.
- Leads list with one-click approve/decline, showing every applicant's full answers
- Approve moves them straight to a payment link email (sent automatically, no extra step) — decline is reversible, so someone who re-applies later resurfaces automatically
Staff Bulk Edit Tool
Replaces the old way staff updated member data in bulk — editing directly in Mailchimp, with no checks on what was typed in. This does the same job with real safety around it.
- Filter to any set of members, download exactly that set as a spreadsheet, edit only what needs to change, and upload it back
- Every value is checked the same way a normal profile edit is before anything saves — you see exactly what will change first, and one bad row never blocks the rest of the file
- Large updates run in the background — close the browser and you'll still get notified in the app the moment it's done
- Real-world testing (including a real 77-member update) found and fixed two genuine gaps the same day: an extra safety guard so testing locally can never again accidentally write test data into your live Mailchimp audience, and a ChimpLink limit that was silently dropping some updates during a large batch — both fixed and re-verified with another large test afterward
Member Benefits
The old site's Amex-Perks-style page of partner offers for members — spotted as a genuine gap while reviewing what was left, not something we'd deliberately left out.
- A "Member Benefits" page and a home page preview of the latest three, matching the old site's own layout and its place in the main menu
- Staff can post, edit, and remove a benefit directly on the page itself — an image, a title, and a description with the signup link or code written straight in, exactly how it worked on the old site
- Any link in a benefit's description becomes a real, clickable link automatically
App Notifications
Real push notifications on your phone when someone messages you — without needing a native app in the App Store. The app can now be added to your iPhone's home screen and behaves like an installed app, including live notifications.
- Add the app to your phone's home screen — it opens full-screen, with its own icon, just like an app from the App Store
- Real notifications when you get a new message and the app isn't open — no App Store, no native app to build and maintain
- If you're already using the app when a message arrives, you just see it appear live — no duplicate notification on top
What's Next
Beyond the original plan
The ten stages above were the full original scope, and they're done. Everything below is new, ongoing work on top of that foundation — starting with groundwork for the AI-powered directory matching you asked about.
Richer Text for Member Benefits
Fixed a real bug: pasting a hyperlinked word copied from a doc or webpage into a benefit's description used to silently lose the actual link. The description field is now a proper rich text editor (bold, headings, lists, real links) instead of a plain text box.
Asks & Offers, and a Longer "About"
Three new profile fields, visible to other members: a longer, LinkedIn-style "About" section for career history, "Looking for help with," and "Happy to help GBxers with" — the groundwork for the AI directory-matching bot, so members can find exactly who they want to talk to.
Cleaner Profile Links
Company Website, LinkedIn, and Twitter/X used to show up as a raw web address on your profile — now they're proper buttons with icons ("Visit Website," "View Profile"), matching the rest of the app.
Bulk Edit: Valid Options in Column Headers
The Bulk Edit spreadsheet still pre-fills every current member ready for editing, exactly as before — but now each dropdown column (Contact Type, Industry, Stage, and the rest) shows its exact valid options right in the column header, so there's no more guessing why a value got rejected.
ChimpLink: Stay Signed In for 2 Weeks
A new "Keep me signed in" option on the ChimpLink login screen, matching how Mailchimp's own login works — no more re-entering your password and authenticator code every time you step away for half an hour.
Deploys Are Safer Going Forward
The login issue right after the last deploy came down to a database update that needed running by hand and got missed under deploy pressure. That's no longer possible — the app now applies any needed database updates itself, automatically, the moment it starts up, so deploying the code and updating the database can't get out of step again.