PROSPECTIVE CLIENT FORM

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Section I. CURRENT ORGANIZATION

1. Name of Orginization

2. Incorporated?
3. IRS designation
4. Number of members
5. 5.Type of memberships (indicate all that apply):

6. Dues amount
Individual
Company
Affiliates
Other
7. Approximate annual budget:
8. Current activities: (indicate all that apply)

9. Other significant information:



Section II. MEMBER PROFILE

If possible give a brief description of a typical member and what they want from their membership.

Section III. MEETING DETAILS

Annual Convention -

1.When is it usually held? (month or time of year)
2.Where was it held the last couple of years?
3.How long is it? (number of days)
4.About how many people attend?
5.If there is a trade show, about how many booths exhibit?
6.Other significant information:

Other Meetings -

1.What other meetings are held each year?


2.When are they usually held? (month or time of year)
3.How long are they? (number of days)
4.About how many people attend each one?
5.If there is a trade show, about how many booths exhibit?
6.Other significant information:

Thank you for your assistance in providing this information.