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Attendees

Mike Conlon

Ann Beynon

Virginia (Ginny) Pannabecker

Dong Joon (DJ) Lee

Terrie R. Wheeler

David Wilcox

Resources

• Shared folder: https://drive.google.com/drive/u/0/folders/1bruWU6ogsDf77S0M8H6rCpHQK5Fd0THw
• Prospect tracking is here:  http://bit.ly/2KmUIxF
• Current members are here:  http://vivoweb.org/community/membership
• Current Sites are here:  https://duraspace.org/registry/?gv_search=&filter_10=VIVO

Agenda

1. Review and decide on bulk mailing approach - should we send a bulk mail prospect letter? Should we spend time on cleaning up the contacts?
   1. Sample prospect letter to edit
   2. VIVO contacts from Zoho
2. How to collaboratively edit contact information
   1. We can make edits to the spreadsheet by highlighting edited rows and changed data, and Kristi will import changes back to Zoho
3. Review membership letter templates
4. Review TAMU marketing materials
5. Review prospects and current members
   1. Any updates?
   2. Filling in missing contacts
   3. Assignments for outreach
6. What else should we be working on?

Notes

Last meeting

• Digesting contact list from Zoho
• Retention, up-sell, prospects
• Assigned task force members to contact
  • As we learn contact information, how do we update information?

Bulk mailing

• Low effort, low yield
• Doesn’t replace this group’s efforts
• Need to set our own schedule for bulk mailings
  • This is a good time of year
  • Add some more stats to the letter, remove thermometer
• Are there new members that we could get a quote from?
  • TIB tweets
  • Accomplishments
  • Picture from the VIVO conference
• Work on letter over next 2 weeks
  • Terrie will take this on
  • David will check with Kristi on doing the bulk mailing

Members and prospects

• Focused on retention
• Reviewed all current members by status and invoice date
• Assigned task force members to contact relevant orgs

Action Items

• Terrie R. Wheeler will take the lead on preparing the prospect letter for the bulk mailing
  
• David Wilcox will talk to Kristi about sending out the bulk mailing when the task force is ready