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Automating Member VettingWith Intelligent AI

Transforming a manual application process into an instant, intelligent system for an exclusive automotive membership community, resulting in faster approvals and higher member satisfaction.

Key Achievements

100%
Automation
Complete elimination of manual vetting process
2 Hours
Daily Time Saved
Reclaimed productive hours for the team
50%
Member Retention Increase
Due to improved response speed
Instant
Response Time
Down from hours/days of waiting
The Challenge

Business Challenges

  • Time-consuming manual vetting process for each application
  • Delayed responses leading to potential member loss
  • Inconsistent evaluation criteria between team members
  • Scaling limitations as application volume increased
The Solution

AI-Powered Automation

  • Developed a Lambda function integrated with Wix platform
  • Implemented AI evaluation of application criteria
  • Created instant acceptance/rejection decision flow
  • Integrated with Klaviyo for personalized email journeys
  • Automated member permissions and group access
Technical Details

Technical ImplementationThe Architecture Behind the Solution

Serverless Architecture

Built with AWS Lambda functions to provide scalable, on-demand processing power that only runs when needed, reducing costs.

  • Event-driven execution model
  • Automatic scaling with demand
  • Pay-per-execution cost model

AI Decision Engine

Custom decision engine evaluates applications based on pre-defined criteria with weighted scoring algorithms.

  • Natural language processing
  • Pattern recognition in application data
  • Consistent evaluation standards

Platform Integrations

Seamless connections between multiple platforms to create a cohesive workflow ecosystem.

  • Wix data collection and APIs
  • Klaviyo email journey triggers
  • Membership database synchronization

System Flow

1

Application Submission

User completes the form on the Wix platform

2

AI Evaluation

Lambda function analyzes application data

3

Decision & Action

System triggers appropriate workflow based on decision

4

User Notification

Klaviyo sends personalized email with result

Business Impact

Measurable ResultsTransforming Operations & Growth

Before Automation

  • Hours spent manually reviewing each application
  • Delayed responses of 24-48 hours
  • Membership team distracted from core activities
  • Limited capacity to scale with growing interest

After Automation

  • Instant application processing 24/7
  • Immediate responses to all applicants
  • Team focused on strategic growth initiatives
  • Unlimited scalability with growing demand

Key Performance Improvements

48+ Hours

Previous response time

Instant

Current response time

=

100%

Time reduction

Beyond Automation

Additional Benefits

Data-Driven Insights

Automated tracking of acceptance rates and member demographics provides valuable business intelligence

Improved User Experience

Immediate feedback creates a premium experience aligned with the exclusive brand positioning

Personalized Journeys

Tailored communication flows for approved, waitlisted, and rejected applicants enhance engagement

Michael Forte
"The automated vetting system Josh developed has been a game-changer for our membership process. What used to take hours now happens instantly, allowing our team to focus on delivering exceptional experiences for our members rather than screening applications. The system has been flawless since implementation."

— Michael Forte, CEO & Founder at Outlaws & Executives

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