Clone of Smart Forms Plus Intake Form

1

Board OverviewWhat type of organization are you?

Corporate Relocation Council

Nonprofit Organization

Membership Organization

Other

2

How many board members do you have?

1–5

11–20

6–10

20+

3

Do you currently have administrative support?

Yes (Full-Time)

No

Yes (Part-Time)

4

How often does your board meet?

Monthly

Annually

Quarterly

Other

5

What challenges are you experiencing?Select all that apply.

Email overload / communication gaps

Event planning stress

Website design

Inefficient processes / systems

Membership Management

Disorganized documents or records

Book Keeping

Social Media Management

Other

6

Do you host events?

Yes

No

7

If yes, how many events per year?

8

Average event size:

Under 50

100–250

50–100

250+

9

Do you manage memberships?

Yes

No

10

When are you looking to get started?

Immediately

1–3 months

Within 30 days

Just exploring

11

What would success look like for your organization?

12

What is your top priority right now?

13

Is there anything else you would like us to know?

14

Name

First Name

Last Name

15

Email

example@example.com

16

Phone Number

Please enter a valid phone number.

17

Organization or Company Name