Cohousing-L Mailing List: Re: Tracking prospects

[Debbie Behrens (debbeh]

> After meeting prosective members we are looking for an efficient way to keep
> track of them.  We wonder if there is a system of following up without
> seeming to high-pressure them. We hesitate to invite them to our business
> meetings before they have a better understanding of cohousing.   What about a
> good computer tickler program?  Any suggestions will be appreciated. 
> ---JOHN SOLSO,  Phoenix [AZ] Cohousing Group 
> 
Ours is just a paper system - 
        People who come to tour sign in on a page in a guest book 
loose leaf binder.  The person who accompanies them around makes 
whatever notes they think appropriate about the prospect's interest
and enthusiasm level.  It then gets filed in an A, B, or C section,
depending on what we judge their interest (A=*very* interested)
and our marketing team calls them back during the following week.
If they show continued interest, they get more call backs, etc.
We do invite prospects to our meals and other events.
Sometimes to meetings, but like you, we hesitate about that.
I'm not on the marketing team, so I'm probably missing alot of
detail here.

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 |  Debbie Behrens                              debbeh [at] auto-trol.com |
 |  Highline Crossing CoHousing                      W (303)252-2215 |
 |   1611 W. Canal Ct Littleton CO 80120             Fx(303)252-2249 |
 |  Rocky Mountain Cohousing Assn                    H (303)797-7779 |
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 |      All opinions expressed are mine, and do not necessarily      |
 |   reflect the opinions of Highline Crossing or RMCA in general.   |
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