From Instinct to Insight: The eoa’s Journey to Smarter Member Retention using Engagement Scoring

02 Mar 2026
by John Beattie

In this session, I’ll share how the eoa has transformed its approach to member engagement and retention through a digital-first strategy anchored in engagement scoring. As our membership doubled to over 820 organisations, we faced the challenge of scaling personalised support without losing the human touch.

We’ll explore:

  • How we built a scoring model from scratch using meaningful data points across events, community activity, and benefit usage.
  • The shift from instinct-based account management to insight-led prioritisation.
  • How we tackled bias in organisational scoring to fairly compare SMEs and large enterprises.
  • Real-world applications including our “At Risk” dashboard for proactive retention.
  • Lessons learned, early impact, and what success looks like in the short, mid, and long term.