AI Matrx Logo

Rotary-style service club

Thistledown Park Service Club · Rotary-style service club · Ellensburg, WA

Nell Novotny is the secretary of Thistledown Park Service Club, a local service club in Ellensburg, and she uses this to walk every prospective member from a first call, through a dinner as a guest and an application, to a signed membership agreement.

NonprofitSales pipelineLinked tables3 tables · 5 views · 2 forms · 1 dimension set · 1 digest · 1 notification · 1 stage rule set · 1 agent
Use this template

Membership board

Prospects
First call5
Xavier Abara-LindholmFarm supply managerWalk-in
Yolanda Strickland-MbekiHair stylistCommunity fair
Zachariah Holloway-NnamdiPlumberWebsite
Anouk Vandersloot-BelloChurch administratorWebsite
Bartley Okonkwo-FerrisAuto shop ownerReferral
Invited5
Sabine Moreau-AchebeVeterinary techReferral
Theodoros Vance-OkoroMortgage officerReferral
Ursula Pettigrew-AnsahRetired principalCommunity fair
Valentin Sorensen-EkeSoftware testerWebsite
Tiberius Marchetti-OyedeleOptometristReferral
Guest at a meeting5
Nikolai Brightwater-OseiFirefighterWalk-in
Ophelia Cardenas-WhitlockAccountantReferral
Percival Namboodiri-LundParamedicWebsite
Quintessa Hallgren-ObiLibrarianCommunity fair
Rafferty Ndiaye-BloomBarista and studentWalk-in
Application in5
Isadora Kvamme-ChukwuBookkeeperWalk-in
Jonas Pellegrino-EzePharmacistReferral
Katarzyna Idowu-StrandWeb designerWebsite
Leandro Fitzgerald-OduyaRestaurant ownerReferral
Mirabel Thorsen-AdewaleTeacherCommunity fair
Agreement signed8
Anneliese Rutkowski-BanerjeeDental hygienistReferral
Bastian Oyelowo-LindenInsurance agentReferral
Colette Ferreira-MandelSchool counselorCommunity fair
Evangeline Rasmussen-OkoyeElectricianReferral
Brontez Hallworth-IkejiReal estate brokerWebsite
3 more
Declined2
Cosima Delacroix-AdamuHospital billing clerkCommunity fair
Dunstan Mikkelsen-OkekeLong-haul driverWalk-in

Tables

Prospects

30 sample rows · 17 columns

Everyone being considered for membership, from the first phone call to the signed agreement.

ProspectOccupationHow they heardPhoneEmailSponsorStage
Yolanda Strickland-MbekiHair stylistCommunity fair(509) 555-0125yolanda.strickland@mailtrellis.netPhilomena Arkwright-SatoFirst call
Valentin Sorensen-EkeSoftware testerWebsite(509) 555-0122valentin.sorensen@mailtrellis.netLinus Okwuosa-BrandvoldInvited
Anouk Vandersloot-BelloChurch administratorWebsite(509) 555-0127anouk.vandersloot@mailtrellis.netLinus Okwuosa-BrandvoldFirst call
Theodoros Vance-OkoroMortgage officerReferral(509) 555-0120theodoros.vance@mailtrellis.netCornelius Abrahamsen-DuvalInvited
Xavier Abara-LindholmFarm supply managerWalk-in(509) 555-0124xavier.abara@mailtrellis.netMagnus Tjaden-IbekweFirst call
Sabine Moreau-AchebeVeterinary techReferral(509) 555-0119sabine.moreau@mailtrellis.netDorothea Valkenburg-AmesInvited
Tiberius Marchetti-OyedeleOptometristReferral(509) 555-0123tiberius.marchetti@mailtrellis.netVerity Oyelaran-HuxInvited
Bartley Okonkwo-FerrisAuto shop ownerReferral(509) 555-0128bartley.okonkwo@mailtrellis.netCornelius Abrahamsen-DuvalFirst call
Ursula Pettigrew-AnsahRetired principalCommunity fair(509) 555-0121ursula.pettigrew@mailtrellis.netGideon Lamarque-PryceInvited
Zachariah Holloway-NnamdiPlumberWebsite(509) 555-0126zachariah.holloway@mailtrellis.netRavi Ellingsworth-MbathaFirst call
Jonas Pellegrino-EzePharmacistReferral(509) 555-0110jonas.pellegrino@mailtrellis.netVerity Oyelaran-HuxApplication in
Leandro Fitzgerald-OduyaRestaurant ownerReferral(509) 555-0112leandro.fitzgerald@mailtrellis.netCornelius Abrahamsen-DuvalApplication in

18 more rows

Members

10 sample rows · 9 columns

Current members who sponsor guests and carry club offices.

MemberOfficeEmailPhoneMember sinceSponsored
Cornelius Abrahamsen-DuvalPresidentcornelius.abrahamsen@thistledownparkserviceclub.org(509) 555-0142Oct 18, 2011Bastian Oyelowo-Linden, Leandro Fitzgerald-Oduya, Theodoros Vance-Okoro, Bartley Okonkwo-Ferris
Dorothea Valkenburg-AmesPast presidentdorothea.valkenburg@thistledownparkserviceclub.org(509) 555-0149Oct 18, 2007Florian Beaumont-Adeleke, Sabine Moreau-Achebe, Cosima Delacroix-Adamu
Elspeth Ngata-RowntreeService projects chairelspeth.ngata@thistledownparkserviceclub.org(509) 555-0145Oct 18, 2021Colette Ferreira-Mandel, Hendrik Oladipo-Fairweather, Quintessa Hallgren-Obi
Gideon Lamarque-PryceTreasurergideon.lamarque@thistledownparkserviceclub.org(509) 555-0144Oct 18, 2014Evangeline Rasmussen-Okoye, Ophelia Cardenas-Whitlock, Ursula Pettigrew-Ansah
Linus Okwuosa-BrandvoldMemberlinus.okwuosa@thistledownparkserviceclub.org(509) 555-0150Oct 18, 2022Mirabel Thorsen-Adewale, Valentin Sorensen-Eke, Anouk Vandersloot-Bello
Magnus Tjaden-IbekweMembermagnus.tjaden@thistledownparkserviceclub.org(509) 555-0146Oct 18, 2023Gwendolyn Santoro-Hale, Nikolai Brightwater-Osei, Xavier Abara-Lindholm
Nell NovotnyClub secretarynell.novotny@thistledownparkserviceclub.org(509) 555-0141Oct 18, 2017
Philomena Arkwright-SatoMemberphilomena.arkwright@thistledownparkserviceclub.org(509) 555-0147Oct 18, 2018Isadora Kvamme-Chukwu, Percival Namboodiri-Lund, Yolanda Strickland-Mbeki, Dunstan Mikkelsen-Okeke
Ravi Ellingsworth-MbathaMemberravi.ellingsworth@thistledownparkserviceclub.org(509) 555-0148Oct 18, 2024Katarzyna Idowu-Strand, Rafferty Ndiaye-Bloom, Zachariah Holloway-Nnamdi
Verity Oyelaran-HuxMembership chairverity.oyelaran@thistledownparkserviceclub.org(509) 555-0143Oct 18, 2019Anneliese Rutkowski-Banerjee, Brontez Hallworth-Ikeji, Jonas Pellegrino-Eze, Tiberius Marchetti-Oyedele

Meetings

12 sample rows · 5 columns

The weekly dinner meetings where prospects come as guests.

MeetingMeets onSpeakerGuests
Credit union nightOct 28, 1:30 AMCredit union youth program lead
Farmers market nightOct 21, 1:30 AMFarmers market manager
Food bank nightOct 7, 1:30 AMCounty food bank directorJonas Pellegrino-Eze, Leandro Fitzgerald-Oduya, Nikolai Brightwater-Osei, Percival Namboodiri-Lund
Robotics nightSep 30, 1:30 AMHigh school robotics coachIsadora Kvamme-Chukwu, Katarzyna Idowu-Strand, Mirabel Thorsen-Adewale, Ophelia Cardenas-Whitlock, Rafferty Ndiaye-Bloom
Fire district nightSep 23, 1:30 AMFire district chiefHendrik Oladipo-Fairweather, Quintessa Hallgren-Obi
Library nightSep 16, 1:30 AMLibrary foundation trusteeGwendolyn Santoro-Hale, Cosima Delacroix-Adamu
Hospice nightSep 9, 1:30 AMHospice volunteer coordinatorFlorian Beaumont-Adeleke
Habitat nightSep 2, 1:30 AMHabitat build leadBrontez Hallworth-Ikeji, Dunstan Mikkelsen-Okeke
Members nightAug 26, 1:30 AMRotating members' nightEvangeline Rasmussen-Okoye
Parks nightAug 19, 1:30 AMParks department plannerColette Ferreira-Mandel
Scholarship nightAug 12, 1:30 AMYouth scholarship winnerBastian Oyelowo-Linden
River cleanup nightAug 5, 1:30 AMClean river project organizerAnneliese Rutkowski-Banerjee

Also included

  • Membership boardStage rules
  • Applications for the boardDigest
  • Application receivedNotificationLets the membership chair know when an application arrives for the next vote.

Related templates