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New User Setup

We will use your responses and materials submitted here to configure your new Momentum user!
Here is a recent video walkthrough of the platform to familiarize yourself with the application as you share writing samples and brainstorm portfolio segments.
Your customer success manager is available to help if needed.

About you

Full Name

What is your role?

What is your role?
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B
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E
F
G

Email Address

Please include any other email address or email alias you use to contact donors.

What are the key responsibilities in your current role?

What are the biggest challenges you face that you think Momentum could help with?

How much time in a typical month is spent trying to contact donors (drafting emails, running queries, mail merge, research etc.?)

How much time in a typical month is spent trying to contact donors (drafting emails, running queries, mail merge, research etc.?)
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B
C
D
E

How much time in a typical month is spent on calls or meetings with a donor?

How much time in a typical month is spent on calls or meetings with a donor?
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B
C
D
E

If not covered above, where is the majority of your time spent in a given month?

If different, how would you spend your time in an ideal world in a given week (or month)?

How often are you traveling out of town to meet donors?

How often are you traveling out of town to meet donors?
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B
C
D
E

How often are you traveling within your area to meet donors?

How often are you traveling within your area to meet donors?
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B
C
D
E

Writing Samples

Please share any writing that you feel captures your tone and style well, and will help train your AI Writer on your voice (work-related samples are best, but someone did send us a poem once) 

Writing Sample #1

Writing Sample #2

Writing Sample #3

Email Signature

CLICK HERE (<-literally, click this link) to please send an email containing your email signature to [email protected]

CLICK HERE (&lt;-literally, click this link) to please send an email containing your email signature to [email protected]

Momentum will send an email notification in the morning when you have To Do's in your account. How often would you like to receive these?

Momentum will send an email notification in the morning when you have To Do's in your account. How often would you like to receive these?
A
B
C

Portfolio Assignments

Do you currently have a system for segmenting your portfolio?

Anchor Touchpoints

Please share important dates, events, and any other touchpoints you would like us to preload for your portfolio.

This can include any segment-specific touchpoints you already have planned for your portfolio (no worries if you don't - we can help you come up with some during training).

What anchor touchpoints do you already send or want to send out to all of your donors?

What anchor touchpoints do you already send or want to send out to all of your donors?

If you send a donor newsletter or update, how often do you send it?

If you send a donor newsletter or update, how often do you send it?
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B
C
D
E
If you like, you can instead share a spreadsheet with the touchpoints. Here is a template spreadsheet for you to share any touchpoints or engagement activities you already have planned for your portfolio. This will form the basis of your donor plan.

Link a Google sheet shared with [email protected]

Or, upload an Excel file

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