|Re: Tracking prospects||<– Date –> <– Thread –>|
|From: Sharon Villines (sharonsharonvillines.com)|
|Date: Mon, 8 Jan 2018 08:10:51 -0800 (PST)|
> > Regarding tracking prospects, we have a comprehensive spreadsheet of anyone > who’s contacted us. Sometimes the word “spreadsheet” frightens people. A spreadsheet is just a list with columns, like a table. There are rows, one for each person, and a column for each bit of information. The advantage of using a spreadsheet instead of a Word table or a written list is that data on a spreadsheet can be sorted and formulas can be used to do numerical calculations. This may seem like overkill but a year in, you will be glad you have it. Don’t expect the prospects to provide this information accurately or at all. Obtain it through conversation. I’m working on a website for Bay State — they are one of the most organized and committed groups I’ve worked with. I recommend their list. The only thing I would add is that you might need more than one person to be buddies to new people. It’s helpful to match personalities — detail people with detail people, social with social. The difference is the kind of questions the prospect will ask. It’s frustrating to want financial details and get a response about how much fun potlucks are. > If someone comes to two meetings, or knows someone in the group and is > clearly serious, we designate them an “active prospective,” and assign them > an associate or equity member as a “buddy.” The job of the buddy, from our > most recent meeting minutes, is > > ● Point person for questions > ● Become an advocate for any special needs for that prospective (remote > access, Malden > meetings, affordability, baby-sitting) > ● Helping those with no concept of cohousing to get to square one, which can > be pointing > people to websites or talking > ● Judging how quickly or slowly people are likely to move and helping them at > that speed, > also communicating that speed to the membership committee > ● Helping people with their application (e.g. don’t sweat it, it’s > substantially there to help > applicants think) > ● Explaining timing: urgency, timeline for buying. But also, where we are in > the process for > context (e.g. this is a busy time) > ● A marketing role, to some extent: accelerating people toward an associate > application > ● Just plain keeping track of people, making sure they don’t drift off > ● Reporting back to the group if people decide to leave, and why. For that > matter, if they > are going to the “back burner.” > > Hope that’s not more than you wanted to hear. > > Marcia Zuckerman > Bay State Commons Cohousing, Malden, MA [in permitting process] Sharon ---- Sharon Villines Takoma Village Cohousing, Washington DC http://www.takomavillage.org
- Tracking prospects, (continued)
- Re: Tracking prospects Fred H Olson, January 8 2018
- Re: Tracking prospects Fred-List manager, January 10 2018
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