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Event Client Onboarding Questionnaire
Step
1
of
4
25%
Primary Contact Full Name
*
First
Last
Primary Contact Title
*
Company/Organization
*
Primary Contact Email
*
Enter Email
Confirm Email
Primary Contact Telephone
*
Impact in Action Presenter Name
*
First
Last
Impact in Action Presenter Email
*
Enter Email
Confirm Email
Presentation Dry Run Availability (presenter above)
*
Friday, May 29
Monday, June 1
Friday, May 29
6:00 am PDT // 9:00 am EDT
6:30 am PDT // 9:30 am EDT
7:30 am PDT // 10:30 am EDT
8:00 am PDT // 11:00 EDT
8:30 am PDT // 11:30 am EDT
9:00 am PDT // 12:00 pm EDT
9:30 am PDT // 12:30 pm EDT
10:00 am PDT // 1:00 pm EDT
10:30 am PDT // 1:30 pm EDT
11:00 am PDT // 2:00 pm EDT
11:30 am PDT // 2:30 pm EDT
12:00 pm PDT // 3:00 pm EDT
12:30 pm PDT // 3:30 pm EDT
1:00 pm PDT // 4:00 pm EDT
1:30 pm PDT // 4:30 pm EDT
2:00 pm PDT // 5:00 pm EDT
Monday, June 1
6:00 am PDT // 9:00 am EDT
6:30 am PDT // 9:30 am EDT
7:30 am PDT // 10:30 am EDT
8:00 am PDT // 11:00 EDT
8:30 am PDT // 11:30 am EDT
9:00 am PDT // 12:00 pm EDT
9:30 am PDT // 12:30 pm EDT
10:00 am PDT // 1:00 pm EDT
10:30 am PDT // 1:30 pm EDT
11:00 am PDT // 2:00 pm EDT
11:30 am PDT // 2:30 pm EDT
12:00 pm PDT // 3:00 pm EDT
12:30 pm PDT // 3:30 pm EDT
1:00 pm PDT // 4:00 pm EDT
1:30 pm PDT // 4:30 pm EDT
2:00 pm PDT // 5:00 pm EDT
1:1 Scheduling Contact Name
First
Last
1:1 Scheduling Contact Email
Enter Email
Confirm Email
1:1 Meeting Participant Name #1
*
First
Last
1:1 Meeting Participant Email #1
*
Enter Email
Confirm Email
1:1 Meeting Participant Name #2
First
Last
1:1 Meeting Participant Email #2
Enter Email
Confirm Email
1:1 Meeting Participant Name #3
First
Last
1:1 Meeting Participant Email #3
1:1 Meeting Availability (team)
*
Monday, June 1
Tuesday, June 2
Wednesday, June 3
Thursday, June 4
Friday, June 5
ALL TIMES LISTED BELOW ARE IN EASTERN DAYLIGHT TIME (EDT). Please indicate the times your team is available to take calls with investors.
Monday, June 1
8:00 AM
8:30 AM
9:00 AM
9:30 AM
10:00 AM
10:30 AM
11:00 AM
11:30 AM
12:00 PM
12:30 PM
1:00 PM
1:30 PM
2:00 PM
2:30 PM
3:00 PM
3:30 PM
4:00 PM
4:30 PM
5:00 PM
5:30 PM
6:00 PM
6:30 PM
7:00 PM
7:30 PM
8:00 PM
Tuesday, June 2
8:00 AM
8:30 AM
9:00 AM
9:30 AM
10:00 AM
10:30 AM
11:00 AM
11:30 AM
12:00 PM
12:30 PM
1:00 PM
1:30 PM
2:00 PM
2:30 PM
3:00 PM
3:30 PM
4:00 PM
4:30 PM
5:00 PM
5:30 PM
6:00 PM
6:30 PM
7:00 PM
7:30 PM
8:00 PM
Wednesday, June 3
8:00 AM
8:30 AM
9:00 AM
9:30 AM
10:00 AM
10:30 AM
11:00 AM
11:30 AM
12:00 PM
12:30 PM
1:00 PM
1:30 PM
2:00 PM
2:30 PM
3:00 PM
3:30 PM
4:00 PM
4:30 PM
5:00 PM
5:30 PM
6:00 PM
6:30 PM
7:00 PM
7:30 PM
8:00 PM
Thursday, June 4
8:00 AM
8:30 AM
9:00 AM
9:30 AM
10:00 AM
10:30 AM
11:00 AM
11:30 AM
12:00 PM
12:30 PM
1:00 PM
1:30 PM
2:00 PM
2:30 PM
3:00 PM
3:30 PM
4:00 PM
4:30 PM
5:00 PM
5:30 PM
6:00 PM
6:30 PM
7:00 PM
7:30 PM
8:00 PM
Friday, June 5
8:00 AM
8:30 AM
9:00 AM
9:30 AM
10:00 AM
10:30 AM
11:00 AM
11:30 AM
12:00 PM
12:30 PM
1:00 PM
1:30 PM
2:00 PM
2:30 PM
3:00 PM
3:30 PM
4:00 PM
4:30 PM
5:00 PM
5:30 PM
6:00 PM
6:30 PM
7:00 PM
7:30 PM
8:00 PM
Your Team's Dedicated Virtual Meeting Line/Room (E.g. Zoom, GoToMeeting, etc)
*
Logo submitted?
*
Yes
No
If already submitted, please check 'yes' and skip.
Logo Upload
Accepted file types: png, Max. file size: 50 MB.
PNG file, please.
Summary Paragraph submitted?
*
Yes
No
If already submitted, please check 'yes' and skip.
Summary Paragraph Upload
Accepted file types: docx, Max. file size: 50 MB.
docx file, please
Executed Contract Submitted? (New Clients Only)
*
Yes
No
Executed Contract Upload (New Clients Only)
Accepted file types: pdf, Max. file size: 50 MB.
pdf file, please
