Pre Session Survey — Compass Content Marketing

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Compass Content Marketing

Compass Content Marketing

Let’s Customize Your Experience!

Thank you for taking the time to complete this short survey. Your responses will help me better understand your organization and prepare for our AI strategy call. The survey should take about 5–10 minutes to complete.

Organization name *

Name *

First Name

Last Name

Email *

What are your primary responsibilities in the organization? (Check all that apply) *

Administration/Operations

Donor Relations

Fundraising/Grant Writing

Fundraising/Grant Writing

Volunteer Management

Marketing/Communications

Program/Service Delivery

Other

Does your organization use any of the following tools or systems? (Check all that apply.) *

Email marketing (e.g., Mailchimp, Constant Contact)

Data Analysis/Reporting (e.g., Excel, Tableau)

Social Media Management (e.g., Hootsuite, Buffer)

Project Management (e.g., Asana, Trello)

CRM/Donor Management (e.g., Salesforce, Bloomerang)

What are the top 3 tasks you spend most of your time on?

What tasks or processes currently feel time-consuming or inefficient? *

What are your goals for 2025 and beyond? *

Is there any other information you'd like to share that may be helpful to know before our session?

If not already shared, please let us know how you found Emily's services.

Thank you! We’ll be in touch if we have any questions.

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