Attendees
Robert CartolanoSayeed ChoudhuryRosalyn MetzTom MurphyTimothy Shearer- Jennifer Vinopal
- David Wilcox
Agenda
- Review, modify, and approve Task Force charter
- Brainstorm approach to membership campaign
- Review and update list of prospects
- Assign prospects for outreach
Notes
Task Force Charter
- Need input on the goals
- Should we include a financial goal?
- Is the membership goal realistic?
- All Task Force members to review and comment on the charter
Membership Campaign Brainstorming
- Need templates for approaching advocates and decision makers
- David to provide templates from last year
- What questions to ask
- Make "cold calls" if necessary but better to reach out to personal connections
Review and Update Prospect List
- All Task Force members to add any known details re: advocates, decision makers, and other notes
- Need to update list of upgrade possibilities as well
- Task Force members to add names beside any prospects they have personal connections with
Actions
- David Wilcox: share messaging templates from last year
- All: Review and comment on Task Force Charter
- All: Review prospect list and add notes and names beside personal contacts
- All: Review upgrade list and update with any other potential upgrades
{"serverDuration": 59, "requestCorrelationId": "760d613b2c432eb5"}