Smart Approach Digital

Step 1 of 3

Organization & board

This takes about 10 minutes. Leave anything blank if you're unsure; we'll cover it on our onboarding call.

Your details

So we can link this record to your contact and follow up.

First name *

Last name *

Email *

Phone

Association name (as members know it) *

Legal name registered with the IRS

EIN

Tax status

Is the contact listed with the IRS still on your board?

YesNoUnsure

Is your group a PPA (Professional Photographers of America) affiliate?

YesNoUnsure

Affiliate since (year)

Website address

Where is the domain registered, and who controls it?

Current number of members

Total contacts, members plus non-members

When does your fiscal / membership year start?

List each board position and who holds it now

Term length and when elections happen

Who should have owner-level access? We recommend at least two people.

Which roles need to see payments, member records, or merits?

Where are bylaws and board minutes kept?

Who is our main contact for this project?

When a board member steps down today, what happens to their logins and files?

Committees that need their own access or email address