PROSPECTIVE CLIENT FORM

Your Name (required)

Your Email (required)

Your Phone Number (required)

Section I. CURRENT ORGANIZATION
1. Name of Organization
2. Incorporated? YesNo
3. IRS designation 501(c)3501(c)6other
4. Number of members
5. Type of memberships (indicate all that apply): IndividualCompanyAffiliateOther
6. Dues amount:
Individual
Company
Affiliate
Other
7. Approximate annual budget:

8. Current activities: (indicate all that apply)Annual ConventionTrade ShowLocal/Area MeetingsNewsletterMagazineTraining Programs
9. Other significant information:

Section II. MEMBER PROFILE
If possible give a brief description of a typical member and what they want from their membership.

Section III. MEETING DETAILS
Annual Convention -
1. When is it usually held? (month or time of year)
2. Where was it held the last couple of years?
3. How long is it? (number of days)
4. About how many people attend?
5. If there is a trade show, about how many booths exhibit?
6. Other significant information:

Other Meetings -

1. What other meetings are held each year?
2. When are they usually held? (month or time of year)
3. How long are they? (number of days)
4. About how many people attend each one?
5. If there is a trade show, about how many booths exhibit?
6. Other significant information: