Interest to Commitment – The Magic of Using a CRM System for Marketing and Recruitment

If you’ve been keeping your interest list in a spreadsheet, on your newsletter email platform, or maybe even on pieces of paper, this session is a must for those focused on the marketing and recruitment of members. Efficiently managing and tracking the interaction with your contacts is key to successful recruitment. Doing so will also save you time and money. In this session, Shelly will demonstrate what a CRM (Customer Relationship Management) system can do for your marketing and recruitment efforts, what to track, best practices and how you can easily set up a system yourself specifically for cohousing.

About Instructor

Shelly Parks

Shelly Parks is passionate about cohousing and committed to offering more cohousing opportunities for future cohousers. In 2016, she left her Marketing and Sales career in the Senior Living Retirement industry to found Covision Consulting, a firm focused on supporting developing cohousing communities recruit their community members. Most recently, she has expanded her services to include Cohousing PNW, a collective of professional partners and future cohousers committed to developing more cohousing in the Pacific Northwest. Shelly and her partner, Charles, are members of Skagit Cohousing, a community under construction in Anacortes, WA.

2 Sessions

Not Enrolled
(Included in the full Virtual Conference - $60)

Session Includes

  • 3 Modules