Club Growth Director Checklist

• Attend a transition meeting with your district's outgoing CGD
• Read the CGD Handbook
• Brainstorm your future Marketing Team
• 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?
• Submit your TLM team to Toastmasters International
• 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.
• Submit this information:
  • Title (Example: Club Extension Chair)
  • Full Name
  • Email Address
• All users need to be approved by the District Director. Include the DD on the email request.
• Familiarize yourself with the Toastmasters Lead Management (TLM) system and brainstorm how you think you can leverage the TLM with your future Marketing Team.
• Log into the TLM system at insightly.com
• Supported Browsers: Chrome, Firefox, or Edge to access the TLM (Insightly).
  Internet Explorer is not supported by Insightly.

Club Building Process

• How to add a lead to the TLM
• How to assign the “User Responsible”
• How to change a lead or opportunity status
• How to add an Activity Set
• How to create and use Filters
• How to Link Items Together
• How to manage Tasks, Notes, and Files

Notifications (IMPORTANT – Do this immediately in order to receive lead notifications)

• How to set up your Notification Settings
• Working with Email
  • For Gmail Users:
  • Installing the Insightly Sidebar for Gmail/Chrome
  • Using the Insightly Sidebar for Gmail/Chrome
  • For Outlook/Office 365 Users
  • Installing the Insightly App for Outlook 2013/2016
  • Using the Insightly App for Outlook 2013/2016
  • How to set-up your account to send email from Insightly
  • How to send emails from the TLM
  • How to save emails using your Insightly Mailbox Address

Reporting

• Overview of Reporting
• Generate useful reports to use and share with your team.



2017 – 2018 Training Webinars

• Watch recorded webinar “2017 -2018 Toastmasters Lead Management (TLM) System Training – Introduction Overview” (8/16/17)
• An overview of the Insightly TLM: why use the TLM to leverage your club building experience, and the updates made to the system.
• View Questions & Answers from the webinar


• Watch recorded webinar “Leveraging the Toastmasters Lead Management (TLM) System Training Session #2 – How to use each section” (9/20/17)
• Learn the sections within each Lead Record and how to use them to your benefit.
• View Questions & Answers from the webinar


• Watch recorded webinar “Leveraging the Toastmasters Lead Management (TLM) System Training Session #3 - Reporting” (10/05/17)
• Learn how to use Reporting to your advantage. Set-up your own custom reports during the training – Overview of Leads report, District Director report, Lead Status report and more!


• Webinar: Toastmasters Lead Management (TLM) Functionality and Productivity Enhancement Webinar
  Date: January 10, 2018
  Watch recorded webinar

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.