Built for EO chapter boards
Trifecta is the operating system for your EO board — a staff of agents that watches membership, revenue, and renewals, and hands each chair exactly what needs their attention this week.
A real chapter's worth of data, invented. No sign-up, nothing to install.
Send your member roster and your last few event sign-up sheets — we'll show you your own chapter's at-risk list. That's the whole ask.
Membership Agent
Noticed Marcus hadn't RSVP'd in eight months — and opened a task for his chair before anyone else noticed.
Revenue Agent
Flagged a sponsor contract expiring in two weeks. The renewal conversation happened with time to spare.
Chief of Staff
A board member CC'd one email. The prospect was logged, the reminder set, the reply sent — in-thread. Done.
Tested against a real renewal season: zero members who RSVP'd in the last six months failed to renew. Trifecta watches the signals that actually predict.
Named for the Membership, Forum, and Engagement chairs — and built for everyone around the table.
Pulls data from every board member's tools into one shared picture — no more chasing updates.
Turns scattered signals into a ranked, personal to-do list for each chair, every week.
Drafts the email, sends the reminder, updates the record — with your nod, or on autopilot.
Eight agents, each with a job on your board. No prompts to perfect, no learning curve — they already know the chapter.
The umbrella over the whole staff — reads mail CC'd to the chapter address, routes work to the right specialist, and replies in-thread.
Watches every member's engagement, flags who's drifting before they leave, and opens the right chair task at the right moment.
Keeps the prospect pipeline warm — tracks every conversation and nudges when someone goes quiet.
Walks every new member through their first 90 days so nobody joins and disappears.
Drafts the re-engagement note in your voice — you review, you send.
Turns board email into structured proposals — nothing changes a record without a human yes.
Watches membership and sponsor revenue live, including contract terms about to expire.
The chapter's institutional memory — every note, decision, and outcome, searchable and cited.
CC it on any thread — a prospect gets logged, a promise becomes a reminder, a question gets answered from chapter memory. In-thread, in minutes.
Every agent proposes. Your board decides.
How it works
Plug in the tools your board already uses. Trifecta maps the silos for you.
Agents prioritize the week's most important work for each role.
Get a nudge where you already are — or let Trifecta handle it end to end.
Want it on your own chapter's data? Send us a roster and your last few event sign-up sheets — or email imran34@gmail.com.
Every agent proposes. Your board decides — records change and emails send only with a human yes.
Forum content is never ingested. Not configurable, not optional — rejected on receipt.
Your chapter's data trains no AI models — not ours, not our providers'.
Hard walls between chapters, enforced at the database. Intelligence never pools.