Update each Lead record as follows (use the edit (pencil icon) button):
Lead Information is complete
Lead Status is updated to current status
Corporate Clubs and Club Sponsor Contact (1) and (2) are completed where necessary
In the Related tab:
Add Notes to document pertinent status information and next steps
Attach Files as necessary
In the Activity tab:
Add any Upcoming or Past Activities dictating next steps
Complete any Upcoming or Past Activities as necessary
Meeting agenda: (occurs within June 1-30)
Discuss what events, teams and/or procedures...
Led to the most success for the district
You wanted to create/do, but didn’t get a chance to
You would have done differently if you knew then what you know now
Club Sponsor Program
Club Coach Program
Club Mentor Program
JULY 1 - All TLM accounts will be transitioned to the incoming CGD and all previous TLM users will no longer have access
Incoming CGD Transition Checklist ☑
Preparing to step into your role: (June 1 - June 30)
Who would you want to join you in your efforts as the CGD?
What roles/positions would they hold?
What would their responsibilities be?
What management style would you take?
Would you hold weekly/biweekly/monthly meetings?
There is a maximum of three (3) users per district. Choose users who will be actively using the TLM to generate, manage and follow-up with the leads.
All users need to be approved by the District Director. Include the DD on the email request.
Submit this information:
Title (Example: Club Growth Director)
Log into the TLM system at insightly.com
Supported Browsers: Use only Chrome or Firefox to access the TLM program. All other browsers are not supported by Insightly. Internet Explorer is not supported by Insightly.
Review the tutorial resources TLM Best Practices and Guidelines and watch the TLM Webinar Recording
TLM Best Practices and Guidelines are found in The Meeting Room Club Growth Director Community and also the District Marketing Team webpage on Leadership Central scroll to the bottom of the page to find Related Resources
TLM Webinar Recording is found in The Meeting Room Club Growth Director Community
July 1st - Invitation email to join the TLM (powered by Insightly.com) will be sent to your primary email address (and your TLM team members/users); once you have registered, full access to the TLM will be granted.