Blog: Wes’s thoughts, articles, and insights

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My most recent posts

Don’t do that…

By Wes Trochlil | November 4, 2026

Don’t do that… One of my very favorite pieces of advice to give clients is “Don’t do that.” Client: “We’re going to migrate all of our current data into the new system.” Me: “Don’t do that.” Client: “In order to learn more about our members, we’re going to ask a dozen questions on the membership […]

A harsh truth about your members…

By Wes Trochlil | October 28, 2026

A harsh truth about your members… Just over 20 years ago, the book “He’s Just Not That Into You” was published, and later turned into a movie (stick with me, I’m going somewhere with this). Per Wikipedia: “The premise of the book, as stated in the title, tells women readers that if a man in whom […]

Should you chug or sip?

By Wes Trochlil | October 21, 2026

Should you chug or sip? I was recently meeting with two staff at a client of mine. They had been reviewing references for an AMS they are considering, and one staff person said, “Their references are so strong it feels like a cult. I’m not sure I’m ready to drink the Kool-Aid.” The other staffer […]

Why bother with a consultant when I have AI?

By Wes Trochlil | October 14, 2026

Why bother with a consultant when I have AI? As AI becomes increasingly powerful, the value of using an AMS selection consultant (and many other types of consultants!) starts to come into question. After all, with very well-constructed prompts and responses, an association could develop a very solid needs analysis and RFP that could be used to […]

Guardrails can be helpful!

By Wes Trochlil | October 7, 2026

Guardrails can be helpful! When selecting a new AMS, I find my clients are often very tempted by custom software or “platform” systems (e.g., built on Salesforce or MS Dynamics) because these systems are infinitely configurable. After all, if I can make the system do anything I want, that’s a good thing, right? Well, maybe. In […]

Older Posts

Take-aways from Gartner, Part 1

September 19, 2007

These next several posts will focus on issues raised during the Gartner CRM Conference Summit 2007 which I think are […]

Off to the Gartner Customer Relationship Management Summit

September 17, 2007

I'm attending the Gartner Customer Relationship Management Summit in beautiful Ft. Lauderdale for the next three days. Among other things, […]

Tips for Managing Your AMS Kick-off

September 12, 2007

Kristine Metter at AcademyHealth has been working with her staff as they go live with a new association management system. […]

The Power of the Handwritten Note

September 11, 2007

Over the past couple of months I’ve written two articles for ASAE’s magazine Associations Now. In both cases, once the […]

Even Forrester Research Agrees with Me

September 10, 2007

Forrester Research is an independent technology and market research company. Forrester recently released a list of its CRM “best practices.” […]

Focus on the Real Objectives

September 6, 2007

Recently my wife and I went out of town and left our four kids with a babysitter for the weekend. […]

Micro-managing Kills Initiative

September 5, 2007

Why aren't more of your staff comfortable with working in your association's database? One reason may be micro-management. I've been […]

Modeling Behavior

August 31, 2007

The other day my two-year old daughter and I walked to our mailbox to mail a letter. The mailbox is […]

You gotta have a back up plan

August 30, 2007

No, I’m not talking about data back up this time. I’m talking about having a back up plan for how […]

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