Workflows at CMJ

1. Workflows at CMJ A Case Study

2. CMJ Contact Intake Workflows Media inquiries/outreach—CM Services marketing—TC Targeted recruitment—P Team Staff networking in field—all CCHE—TC Online signups Sign-in sheets—PA Referrals from staff/allies/partners—P team P-Team/staff decisions Training requests (phone, email, web, in person) Cision Press relations workflow PowerBase Salsa Echo workflow—Dir CP Advocacy workflow—FD Training program workflow—TC FFS CCHE Online engagement cycle/workflow—CM and all P Team Funder workflow—DD and CM MAG-Net workflow—NO

3. MAG-Net Recruitment Workflow Member list on website Targeted recruitment, networking, referrals from existing members and partners Send membership packet New member reports Internal membership reporting PowerBase Reports on membership #s to funders, network anchors/leadership Services marketing workflow Phone and email follow up Send membership form link Verbal agreement to join Dues collection workflow They sign up They don’t sign up Member engagement workflow Add to Unidos