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Event Client Onboarding Questionairre
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
Dry Run Availability (presenter above)
*
Friday, 4/17
Monday, 4/20
Friday, 4/17
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, 4/20
6:00 am PDT // 9:00 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)
*
Wednesday, April 22
Thursday, April 23
Friday, April 24
ALL TIMES LISTED BELOW ARE IN EASTERN DAYLIGHT TIME (EDT). Please indicate the times your team is available to take calls with investors.
Wednesday, April 22
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, April 23
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, April 24
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
Dedicated Virtual Meeting Line/Room (E.g. Zoom, GoToMeeting, etc)
*
Logo submitted?
*
Yes
No
Logo Upload
Max. file size: 50 MB.
Summary Paragraph submitted?
*
Yes
No
Summary Paragraph Upload
Max. file size: 50 MB.
Executed Contract submitted?
*
Yes
No
Executed Contract Upload
Accepted file types: pdf, Max. file size: 50 MB.
PDF Please
X
