Board Outreach Form Board Outreach Form Board Member NamePlease select... Bob Brown Peter Clayton Dave Cook Corey Cover Matt Davidson Dan deStefano Trish Elam Chuck Fredrick Laurel Markley Peter Marrocco Mark Matson Melissa Matson Kailee Nagengast Jim Neitzke Doris Owens Tony Ricci Carlos Sanchez Scott Seger Donna Thorman Greg Vehr Bob Wysocki Region InvolvedPlease select... Cincinnati (default) Chicago Connection What Was The Purpose of the Call/Meeting?Please select... Donation Appeal Sponsorship Request Urgent Need Solicitation Introduction to Dragonfly General Thank You Membership Request What Prompted The Connection?Please select... Dragonfly's Request For Assistance Personal Initiative Contact/Donor's First Name: Contact/Donor's Last Name: Email We Provided (So we can locate the contact in Salesforce) Was The Information We Provided Accurate?Please select... Yes No Please provide the new/revised contact information for our records. Company Name Mobile Phone Home Phone Work Phone Email Report How Did You Connect? EmailBy PhoneTwo Attempts/No ResponseMeeting (Informal)Meeting (Formal)Please select ONE answer x Date of Call/Meeting Membership Solicitation Made For Which Dragonfly Group?Please select... Capital Campaign Concierge Support/Resource Provider Event Sponsorship (Large/Extra Large Events) Event Sponsorship (Small/Medium-sized Events) Dragonfly Society Wings of Courage (YP) Dragonfly Board Committee Participation/Volunteering Probability of Support/Continued SupportPlease select... Confirmed Highly Likely Somewhat Likely Unlikely Declined What Should Dragonfly Do NextPlease select... Please Followup With Contact Do Not Contact For Now Do Not Contact At All What Was Discussed? How Did It Go? What Are They Most Interested In? (i.e., What Level of Support or Sponsorship Was Discussed For Which Event, Program, or Urgent Need?) After The Call/Meeting, Is There Anything You Might Recommend As A Next Step Or Opportunity? Did The Contact/Donor Suggest Reaching Out To Anyone Else? If So, Please Provide Whatever Information You Received (i.e., Relationship, Phone/Email, Details, etc.). Contact Information
