Prospect Management Plan.pdf - Prospect Management Plan By whom Type of Prospect Contact plan Date(s 3 days after tour and 2 weeks Ryan Tours\/Walk ins

Prospect Management Plan.pdf - Prospect Management Plan By...

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Prospect Management Plan Type of Prospect Contact plan Date(s) By whom Tours/Walk ins Contact all tours and walk-ins that did not join by phone 3 days after tour and 2 weeks Ryan Guests Email all qualified local guests Weekly Amber Phone Leads Contact all prospects on inquiry log by phone 3 days after call and 2 weeks Staff Web leads & Website Inquiries Contact all web leads within 24 hours via email follow up with phone call w/in 24 hours Ryan Event leads Follow up with all leads obtained at these events w/in 1 week Taylor Prior Members We Miss You postcards and email blasts Monthly / 1 st Week of September Hailey Corporate Partner Memberships Visit all area corporate relationships to introduce the Y and take corporate membership flyers and guest passes and goodie bags; contact HR departments to get permission to forward Corporate
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  • Fall '18
  • Poller
  • Management, Telephone exchange

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