New Client Form

Organization Name
A. Reaching out to current members
The first section is about access and tools that will help us reach out to the existing members as part of our research.
Do you have aceess to the members/subscribers list? As well as their emails and demographic data?
- Yes
- No
Do you have an email sequence in place? or a Drip campaign?
- Yes
- No
Do you have an Analytics tool installed? Can you provide access to this tool?
- Yes
- No
B. What technology is used to...
Write the name of the software/website you use. If it is unknown please write "unknown" or if there is none, please write "none".
The second section is about technology since the new membership journey might have to be reflected on the company's website.
1. Manage membership
2. Manage payments
3. Sending emails / newsletter to members
4. Web hosting services
5. Web design services
C. Working together
Will you be able to host 2 workshops as well as reach out to members/subscribers and invite them to attend?
- Yes
- No
Will you be to provide an incentive to answer our survey or participate in our workshop?
- Yes
- No
(free drink/free coffee etc)
Important dates
Please write any important dates or upload relevant files. Dates such as new season, launch event, etc.
File

A. Reaching out to current members