Please plan on having your key employees participate in this meeting.
(One person may facilitate many/all of these roles, or each job may be coordinated by a different staffer.)

• Project Lead
• Membership
• Billing/Accounting
• Events
• Communication
• Marketing
• Other

Share with us key upcoming dates, deadlines, and milestones.

• When is your current AMS contract expiring?
• Is there an upcoming event that you would like to manage from GrowthZone?
• Are there vacations that we need to accommodate?
• When is your next billing cycle?
• What is your go-live date goal?

Which of the following tasks are the most important for your organization?

• Managing Contact Relationships
• Accepting and Managing Memberships
• Member Engagement
• Member Communication
• Billing and Accounts Receivable
• Event Management
• Website Integration

Preparing your data for Importing into GrowthZone

Getting the data “right” in GrowthZone is critical.  It is key, not only for the successful operation of GrowthZone after onboarding, but also for successful learning of the software during onboarding. Our expectation is that your data is loaded within the first two weeks of your project.

Below are key questions to be addressed before starting your project:

1. Can you identify your active members?
2. Who owns your memberships – the individual, the organization or both?
3. Do you have accurate start and expiration dates for each membership?
4. Are membership fees clearly defined?
5. Have duplicate contacts been eliminated?
6. Have you identified key Contact attributes (i.e., minority-owned business, membership criteria such as # of employees, annual revenue, etc.)?
7. Can you identify your Primary and Billing contacts for each member?

What is Clean Data?
Before we jump into things, let’s talk about what “clean data” actually is. We at GrowthZone feel that it is important to define what we mean when we say, “clean data”. In simple terms we think clean data boils down to few key characteristics – accurate, complete, consistent, and unique.

Accurate
Are your organization and individual records accurate? Things to consider here are if fields such as name, address, phone, and email are up to date.

Complete
Are there any fields that are missing? This is another area to double check if any fields (name address, phone, and email) have missing information.

Consistent
When possible, it is good to ensure uniformity of your records. Are your entries all formatted similarly? This will help ensure a smooth data import.

Unique
Are there any duplicate records (individual or organization) in your data? Having duplicates in your data import will lead to duplicates in your new database.

A few examples of data cleanup:

• Remove duplicates
• Identify old data that can be archived
• Review and address any open invoices

We will either be designing a new website for you OR integrating GrowthZone into your existing website. Please gather the details on who manages your website domain and hosting.

• If we are developing your site, complete our Website Success Plan
• If we are integrating into your existing website, complete our Website Integration Form.

Please block time on your calendar for weekly meetings and for completion of weekly exercises and tasks.

Compile the following information:

• NRDS Refresh files  
• Identify where you will retrieve your MLS data (i.e., from the MLS or from your previous association management software)  
• Determine your RETS credentials/contacts