1. Workflows at CMJ A Case Study

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

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