Set up your club

The build-out of Think Bigger

How to set up your club

3 stages 8 steps Free audit included

Clubs that run well got there the same way. First the parts a member touches. Then the parts that survive turnover. Then the parts that decide where the club goes.

Eight steps, three stages, in the order that makes each one easier than the last — and who helps you at each.

Find your step Catch up on the series

Part one — Dominic Pardini, 57 min

7+Apps the average club runs to do one job
3Stages from a club that copes to a club that lasts
What a member should be worth vs. cost to sign
$0What most clubs pay to run CrewLAB

Find where you’re stuck

You only need the earliest step you’re failing — the rest get easier once it’s fixed. Not sure which? Run the free audit and it’ll tell you.

Stage one

Get running

The parts a member touches. Until these three work, nothing else you fix will show.

Stage two

Get solid

The parts that survive turnover. Boring, and the reason clubs don’t reboot every three years.

Stage three

Get ambitious

The parts that decide where the club goes. This is where Think Bigger picks up.

Stage by stage

What good looks like at each step, how you know you’re not there, and who’ll do it with you.

Stage one Steps 1–3

Get running

The parts a member touches. Until these three work, nothing else you fix will show.

STEP 1

One front door

Website

What good looks like

One site a parent can find, read on a phone, and register from in a single sitting. Registration lands in the system that runs your club, not in somebody’s inbox.

How you know you’re not there

Nobody can update it without calling the volunteer who built it. Or the register button opens a PDF.

The one requirement

Registration has to hand off cleanly to the system running your club. A beautiful site that dead-ends in an email is a brochure.

Pick a platform

Squarespace

Easiest to keep tidy yourself.

Best for: one person maintaining it
WordPress

Most flexible. More to maintain.

Best for: sponsors, several squads, a brand
Static custom build

Fastest and cheapest to run. Nothing to log into.

Best for: nobody wants a CMS

Who’ll build it

OhDavidStatic builds · hosting included · ~1 week

Rebuilds your existing site and handles content changes for you.

What’s included
Elastic DesignCustom WordPress · 3–4 weeks

Ground-up design so your staff can update it themselves.

What’s included
STEP 2

One system

Club management

What good looks like

Roster, calendar, attendance and messaging in one place. Every message involving a minor is parent-visible by default, without anyone having to remember to CC someone.

How you know you’re not there

You’re spending energy on things that shouldn’t need it: whether the roster is current, which spreadsheet is the real one, whether a SafeSport problem is brewing.

Don’t spend your energy on whether a SafeSport violation is about to happen. Design your club so that it doesn’t happen.

Dominic Pardini, Think Bigger

Outlaw these, starting today

Social media as team comms GroupMe, WhatsApp, Snapchat Text threads with minors Minors’ addresses in a shared roster Paper waivers Physical forms on paper A million spreadsheets

Who’ll set it up

CrewLABFree for most clubs · SafeSport-compliant

This one’s us. Free to start and built SafeSport-compliant — the honest reason we recommend it over a group chat for any club with athletes under 18.

Start your team
STEP 3

Money in

Payments

What good looks like

Families pay online, on a schedule, without a treasurer chasing anyone. What someone signed up for is attached to what they paid.

How you know you’re not there

Somebody maintains a spreadsheet of who still owes. That spreadsheet is your accounts receivable, and it’s wrong. Or an athlete slipped in without paying and nobody caught it.

Outlaw paper checks

Every survey we run turns up the same thing: a volunteer whose whole job is processing them, and a pile that goes missing the year the boathouse floods.

Who’ll set it up

CrewLAB, running on StripeAvailable on the free tier

The processing fee can sit with the club or with the member — your call, and it can differ by program.

How payments work

Stage two Steps 4–6

Get solid

The parts that survive turnover. Boring, and the reason clubs don’t reboot every three years.

STEP 4

Money makes sense

Accounting

What good looks like

Payments arrive in your books already categorized by program, rather than as a lump deposit someone unpicks each month. Your treasurer can produce a clean picture without a week’s notice.

How you know you’re not there

Month-end takes an evening. “How did learn-to-row do this season?” gets answered in a few days rather than a few clicks.

Doing it yourself?

Our step-by-step Stripe and QuickBooks guide walks the whole setup. One treasurer arrived at her call with it already three-quarters done.

Pick a ledger

QuickBooks

What most US clubs land on.

Best for: your accountant already knows it
Xero

Same job, often nicer to use.

Best for: clubs starting fresh

Who’ll set it up

OhDavidEx-Deloitte accountant · 3 years a club treasurer

Chart of accounts a treasurer can read, program-by-program revenue mapping, fee tracking, and a live walkthrough until they’re confident running it.

What’s included
Bookkeeping and CPA partners — recommendation coming soon

Need someone to keep the books rather than set them up? Tell us. We’d rather match you deliberately than hand you a name.

STEP 5

The club owns its accounts

Email + documents

What good looks like

Club email addresses and a club drive. When someone steps down their access ends, and nothing walks out of the door with them.

How you know you’re not there

Your treasurer uses a personal Gmail. Nobody’s sure who can see the finance folder. The last board’s documents are in a former volunteer’s Drive.

The one everybody misses

Two-factor codes for the bank, Stripe and the accounting system go to somebody’s personal mobile. When they step down, the club can’t get into its own bank account. Put a phone number on the club’s account — a Google Voice number is the cheap way — so the codes arrive somewhere the club controls.

Access control becomes a nightmare when people quit and leave. Everything should be on a corporate drive, on a corporate email, so that when turnover happens the club owns it.

Dominic Pardini, Think Bigger

What we recommend

Google Workspace

Club email addresses and a shared drive, free for eligible nonprofits through Google for Nonprofits. Add a Google Voice number so two-factor codes belong to the club, not to whoever set it up.

Our recommendation
Google Voice

A phone number the club owns, so two-factor codes for the bank, Stripe and the books stop landing on a volunteer’s personal mobile.

Our recommendation
Microsoft 365

Same job, if your board already lives in Outlook.

Personal accounts

Not an option. This is the stage clubs skip, and the one that quietly costs them a decade of institutional memory.

Who’ll set it up

You can do this one yourself

An afternoon’s work and the cheapest stage on this page. If you’d rather it were simply done for you, say so on the form below.

STEP 6

Covered

Entity · insurance · waivers

What good looks like

The right entity for what you actually are, coverage that matches what you actually do, and waivers collected at registration rather than on paper at the dock.

How you know you’re not there

Nobody can say what the policy covers without finding the PDF. Or you’re structured as a social club while taking donations your donors assume are deductible.

Worth knowing

If your club takes donations, a 501(c)(3) lets donors deduct them and opens up grants, endowments and corporate matching. A social club structure doesn’t. That’s the standing recommendation in Think Bigger — with Dominic’s own caveat: he’s not a lawyer, and neither are we.

Insurance, waivers and legal — recommendation coming soon

Tell us what’s worrying you and we’ll point you at the right person as soon as we have one we’d stand behind. Waiver capture at registration is already handled inside CrewLAB.

Stage three Steps 7–8

Get ambitious

How decisions get made, who’s accountable, and where the club is going. Dominic calls this the second of your two operating systems — part two goes deeper.

STEP 7

Run like a business

Governance

What good looks like

Six things: a written vision, the right people in the right seats, the handful of numbers you watch, a way of surfacing issues, three to five processes written down instead of reinvented every September, and traction to show it’s working.

How you know you’re not there

The club stops when you step away. Every three years it reboots, because the knowledge left with the person.

If your club stops when you step away, or if adding staff just creates more management work for you, you own a stressful job. You don’t own a business.

Dan Martell, quoted in Think Bigger

The move

Read Traction by Gino Wickman — the framework CrewLAB itself runs on, and Dominic’s one recommendation if you take nothing else from the series. Then catch up on the series, which walks the six components in order.

Catch up on the series

Who helps

Contact CrewLAB LeadershipBoards, vision and accountability

If your question is about boards, start here.

Board development partners — recommendation coming soon

For clubs that want hands-on help upskilling a board rather than a reading list.

STEP 8

Grow on purpose

Growth

What good looks like

You know who your ideal member is and — harder — who you’re not for. You know what a member pays, how long they stay, and what it costs to sign one.

How you know you’re not there

Recruiting is a season of hoping, and nobody has worked out what a member is actually worth.

The move

Retention before recruitment. Then positioning, product, price and promotion, in that order. Two rules of thumb from the series: a member should be worth at least three times what it costs to sign them, and you should get that back inside a year.

Marketing and member engagement partners — recommendation coming soon

Tell us what you’re trying to grow and we’ll tell you honestly whether you need help or just a plan.

Get a hand with it

Tell us where you’re stuck, or read the questions other clubs ask first.

Tell us what you need

One email, one reply. Tell us which step you’re stuck at and we’ll point you at the right person — or tell you honestly that we don’t have one yet.

Nothing here is a sales queue. If the answer is “you don’t need to buy anything, do this instead,” that’s the answer you’ll get.

Tell us where you’re stuck

How we choose

A provider is on this page because we’d hand them a club we care about. That means all of these, not most.

A track record we can checkReal clubs, real work, references we’ve called.
They know how a club worksVolunteer boards, seasonal cash, a treasurer with a day job.
They know how CrewLAB worksTheir work fits the system you already run on.
Preferred rates for CrewLAB clubsBetter than list, because you came through us.
They answer on club timelinesA season doesn’t wait for a quote.
They carry their own insuranceAnd take full responsibility for their own work.

We remove people. If a club has a bad experience, tell us — that’s the only thing keeping this worth anything.

Straight about how this works

The things you’d otherwise work out on your own.

We don’t take a cutNo commission, no referral fee, no percentage of what you spend with anyone here. The program exists so the people who support clubs on this platform stay in business.
Two of them are close to usOhDavid is David Kerns, who helped build CrewLAB and sits on its board. Elastic Design is run by Bridget Hoadley. We’d rather say so than have you notice later. Same criteria as everyone else, and nobody has exclusivity over a category.
The provider does the work, not usWe make the introduction. What happens next is between you and them.
We’re not your accountant or lawyerNothing here is tax, legal or insurance advice, and nobody on our side audits your club. Where you need a definitive answer, we’ll route you to someone qualified to give one.

Questions

 

Where do I start if everything’s broken?

Step one or two, always. A club whose website and core system are sorted can fix its books in a fortnight. The reverse is not true.

What’s the recommended stack?

A website, CrewLAB, an accounting system, and club email and documents. In Think Bigger the shorthand is Squarespace, CrewLAB, QuickBooks, Google Workspace — with the caveat that there are other good options in every slot except, we’d argue, the second.

Which website platform should we use?

Squarespace if you’ll maintain it yourself, WordPress if you have sponsors and several squads, a static build if you’d rather nobody at the club logged in at all. The only requirement is that registration hands off cleanly to the system running your club.

Do we have to use QuickBooks?

No. Xero works just as well. Most US clubs end up on QuickBooks because their accountant already knows it.

Our treasurer gets the bank’s two-factor codes on her personal phone. Is that a problem?

Yes, and it’s the most common way a club locks itself out of its own accounts. When she steps down, the codes keep going to her. Put a number the club owns on those accounts — a Google Voice number attached to the club’s own Google account is the usual answer — and hand it over with the role.

Does it cost anything to be matched with a provider?

No. The introduction is free and CrewLAB takes no commission. You pay the provider directly, at the preferred rate they’ve committed to for CrewLAB clubs.

Do I have to use CrewLAB to use this page?

No. The path applies to any club. Some providers extend their preferred rate only to CrewLAB clubs — that’s their call.

What if there’s no provider for my step?

Tell us anyway. Knowing what clubs are asking for is how we decide who to bring in next.

Who’s vetting these people?

CrewLAB. We check the work, the references, and whether they understand how a club runs. We remove people who don’t hold up.

Is this only for rowing clubs?

No. Running, swimming, and any club with a board, a treasurer and members to look after. Almost none of this is sport-specific.

What’s Think Bigger?

Our webinar series on running a club like a business that lasts. This page is the build-out; the series is the thinking behind it.

Keep going

Work with clubs on CrewLAB? We’re building out insurance, legal, bookkeeping, marketing, member engagement and board development. If that’s what you do, we’d like to talk. Become a partner →