Case Study · Resort Membership Launch

A Napa Valley golf resort beat its three-year membership goal in year one.

A renowned Napa Valley golf resort wanted to open its doors to locals and families with a brand-new Sport & Social membership. Modern Membership built the strategy, launched it to market, and steadied the program through a year of heavy staff turnover. The category blew past a three-year goal within its first year.

Napa Valley, California Nine-month engagement New Sport & Social membership category
169
Sport & Social memberships sold, against a three-year goal of 150
+105
net new memberships club-wide, year over year (including attrition)
7–8
new memberships a month, sustained even through the off-season
~$1.1M
new annual recurring dues from the Sport & Social category*
~$3.4M
one-time initiation revenue from the new category*
Goal beat
three-year target surpassed inside the first year, and still climbing

*Revenue reflects the category's published pricing: $6,600 in annual dues and a $20,000 initiation fee per membership.

The challenge

A resort with no way in for locals

The resort had golf memberships and a national reputation, but nothing for the people who lived right there: the Napa locals and families who wanted the pool, the fitness, the dining, and the social calendar without a full golf commitment.

A new Sport & Social membership category was the opportunity. But launching it well meant more than announcing a price. The resort needed a real go-to-market plan, a hard look at whether its existing sales and marketing materials could carry the launch, and an honest audit of how it was engaging members in the first place, all before a grand-opening push.

The approach

Strategy first, then a launch that could survive the real world

The engagement ran in two phases, and then proved its worth when the team around it kept changing.

Phase 1 · Strategy & Go-to-Market

Build the plan the launch would run on

  • Ran a full membership deep dive plus market research and competitive analysis for the Napa Valley area.
  • Defined the target audience, segmentation, pricing logic, and value proposition for the new Sport & Social category.
  • Delivered a complete go-to-market plan, from positioning and messaging through the launch timeline.
  • Audited existing sales and marketing materials, then built templates and brand guidelines to close the gaps.
  • Audited member engagement and delivered a quarterly programming game plan to lift participation and retention.
Phase 2 · Launch & Execution

Take it to market and keep it on track

  • Oversaw the sales rollout with weekly check-ins and ongoing campaign optimization.
  • Acted as the liaison across the sales, marketing, and member-experience teams so the launch moved as one program.
  • Managed vendors and a lead-generation campaign (direct mail paired with a prospecting tool), and facilitated the demos and onboarding to get the team using them.
  • Built the new-member onboarding and engagement strategy, with step-by-step touchpoints and a member questionnaire.
  • Created an annual programming calendar and a month-by-month communications plan: email templates, social content, and quarterly newsletters.
Through the turnover

Steadying the program when the team kept changing

Over the course of the engagement, nearly every seat around the project turned over. The operations director was in and out on medical leave, the marketing director departed mid-project, and the membership sales director moved on. Modern Membership held the launch together, anchoring it with a standing weekly meeting to keep launch materials, member and community communications, vendor work, and sales strategy all moving forward, no matter who was at the table that week.

The handoff

Leaving it stronger than we found it

By the end of the engagement, the resort had hired a strong new membership sales director who stepped straight into a running program, with the sales plan, marketing plan, tools, and lead pipeline already built and ready to go. No restart, no lost momentum.

"We've blown past the goals. From July to July we're up 105 memberships overall, and Sport & Social is at 169. We're averaging seven to eight new memberships a month — even in the off-season, which is incredible."

— Membership Sales Director, Napa Valley Resort
The results

A goal set for three years, cleared in one

The Sport & Social category was built to reach 150 members in three years. It passed 169 inside the first year, and kept growing, adding seven to eight new memberships a month even through the quiet season.

Counted in members, that's a category the resort will be running for years. Counted in revenue, it's roughly $1.1 million in new annual recurring dues, on top of about $3.4 million in one-time initiation fees, a durable base of income built from the community that was there all along. Club-wide, membership was up 105 year over year, with the resort's Junior Executive tier down to its last few spots before a waitlist.

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