ARMA Golden Gate Prospect List Management Presented by Marshall Commons, IGP ARMA Golden Gate President

Our Goal: Chapter Resources Individual Efforts Company Resources Find the best resources both inside and outside chapter to grow membership and local chapter meeting attendance.

Make the most of what you already have! 1. Chapter Resources Make the most of what you already have!

099 Lists: everyone within region is added to distribution list, personally called, and in some cases given a free 1 year membership. Referrals: Ask your members to reach out to friends, colleagues, neighbors, etc. Guests: 1st time guest info is saved on our Star Chapter site at time of meeting. Walk ins are also captured on the visitor form. 1. Chapter Resources

Individual Efforts

2. Member Efforts Members are instrumental in growing chapters. Social! Post your involvement in ARMAGG on LinkedIn, Twitter, etc. Share posts from ARMA. Networking When attending other conferences, be on the lookout for prospects based on title, responsibilities, etc. Incorporate ARMA GG cards & personal invitations.

Utitlize your inhouse team for outside the box ideas. Marketing Resources Utitlize your inhouse team for outside the box ideas.

3. Marketing Resources ARMA Marketing List Segmenting Job Searches Conferences Business Cards

List Segmenting: Divide your lists based on industry or concern (HIPAA, cyber security, breaches, etc.). Send invites to specific groups (HR, IT, C-Level). Job Searches: Scour online job posting sites (including LinkedIn!) for job openings in records management. Conferences: Attend industry specific conferences for potential members (such as CLEARS). 3. Marketing Efforts

Thank you!! Any Questions?