YMC Roadmap to Success: Important Details

Client Relationship
In a new client relationship, taking the time to get to know each other is crucial. We believe strong client relationship can lead to increased satisfaction, loyalty, and long-term success for both parties.

We also encourage clients to complete a personality assessment tool called DISC to gain a better understanding of their communication and behavioral styles. This information helps us tailor our approach to effectively communicate with and meet the needs of our clients. When you complete this form, each person you have listed will receive a link to complete a DISC profile. Each assessment takes between 15–25 minutes to complete, based on the individual’s pace of responding to the questions.

Likewise, each person you listed may receive a link to complete a Leadership Survey. Collectively, the results will be shared during onboarding. It provides a comprehensive understanding of where the team excels as well as areas for improvement.
Contact Information
Credit Union Name
Mailing Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Charter No.
Asset Size
Number of Members
When is the monthly board meeting held?
For example: the third Tuesday of the month
What month is the annual meeting?
CEO/Manager

First NameLast Name
Email
Phone (Direct Line)

Area CodePhone Number
Preferred Method of Contact

PhoneEmail
Contact's Birthday - Please select your month
Contact's Birthday - Please select your day
YMC's Primary Contact (if not the CEO)

There is only one primary contact who has approval authority for projects. This means that any decisions regarding a project, including budget, timelines, and scope, must be approved by the primary contact before they can be implemented. Overall, having one primary contact for a project provides clarity, accountability, efficiency, and consistency.
Name

First NameLast Name
Title
Email
Phone (Direct Line)

Area CodePhone Number
Preferred Method of Contact

PhoneEmail
Contact's Birthday - Please select your month
Contact's Birthday - Please select your day
Invoices

At YMC, we accept electronic forms of payments and do not accept paper checks. Within the invoices issued to you via QuickBooks, there is a link online that will allow you to pay your invoice as soon as you receive it via email. If you would prefer to set up ACH, please contact bo@yourmarketingco.com and we will provide our account information to get ACH set up moving forward.
Where should invoices be mailed?

First NameLast Name
Email
Additional Participants for Onboarding

For anyone else who will join the strategic conversations during onboarding please complete below. They too will receive links for completing their DISC profile and the leadership survey.
How many participants are you adding?

12345
Participant 1

First NameLast Name
Participant 1 Title
Participant 1 Email
Participant 2

First NameLast Name
Participant 2 Title
Participant 2 Email
Participant 3

First NameLast Name
Participant 3 Title
Participant 3 Email
Participant 4

First NameLast Name
Participant 4 Title
Participant 4 Email
Participant 5

First NameLast Name
Participant 5 Title
Participant 5 Email
Additional Insights

As part of the onboarding process, we’ll explore your marketing strategies, financial, leadership and staff composition, credit union’s brand narrative, and much more. However, before we visit, give us a little more perspective. We’ll dig in more when we visit.
What are your current pain points and challenges facing your organization?

0/500
What sets your credit union apart from competitors in your market?

0/500
List your top 5 competitors
1
2
3
4
5
What’s the No. 1 takeaway you hope to achieve during onboarding?

0/500
Please upload your staff email list here.

Upload a File

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Please upload your board of directors email list here.

Upload a File

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I have read and agree with the YMC How to Client Document
Should be Empty:

Client Relationship

Contact Information

YMC's Primary Contact (if not the CEO)

Invoices

Additional Participants for Onboarding

Additional Insights