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- Review and decide on bulk mailing approach - should we send a bulk mail prospect letter? Should we spend time on cleaning up the contacts?
- How to collaboratively edit contact information
- We can make edits to the spreadsheet by highlighting edited rows and changed data, and Kristi will import changes back to Zoho
- Review membership letter templates
- Review TAMU marketing materials
- Review prospects and current members
- Any updates?
- Filling in missing contacts
- Assignments for outreach
- What else should we be working on?
Notes
Action Items
- Type your task here, using "@" to assign to a user and "//" to select a due date
Last meeting
- Digesting contact list from Zoho
- Retention, up-sell, prospects
- Assigned task force members to contact
- As we learn contact information, how do we update information?
Bulk mailing
- Low effort, low yield
- Doesn’t replace this group’s efforts
- Need to set our own schedule for bulk mailings
- This is a good time of year
- Add some more stats to the letter, remove thermometer
- Are there new members that we could get a quote from?
- TIB tweets
- Accomplishments
- Picture from the VIVO conference
- Work on letter over next 2 weeks
- Terrie will take this on
- David will check with Kristi on doing the bulk mailing
Members and prospects
- Focused on retention
- Reviewed all current members by status and invoice date
- Assigned task force members to contact relevant orgs
Action Items
- Terrie R. Wheeler will take the lead on preparing the prospect letter for the bulk mailing
- David Wilcox will talk to Kristi about sending out the bulk mailing when the task force is ready