NEW MEMBER RECRUITMENT PLAN — Membership Quest original worksheet
Replace every prompt before use. This is a planning asset, not a performance forecast.
Audience: [eligible people or organisations; exclusions]
Reason to join: [specific need and deliverable benefit]
Offer: [category, fee, billing period, real deadline if any]
Route: [one enquiry, event or application link]
Owner: [named person and cover]
Prospect stages: invited / interested / applying / awaiting approval or payment / confirmed
Follow-up: [next action, responsible person, agreed date, stop condition]
Admissions: [criteria, decision-maker, realistic response time]
Welcome handover: [confirmed status, promised benefit, onboarding owner]
Review period: [dates]
Measures: [eligible prospects, applications, confirmed first-time members, spend]
Reasons for delay: [price / eligibility / time / approval / unclear value / other]
Decision at review: [continue / change / stop, with evidence]