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Corporate Leads

Description​

Organizations that have the potential to become corporate members of AANP. These leads may have shown interest in AANP's corporate membership programs, attended events, or engaged with AANP content. They represent a critical opportunity for AANP to expand its corporate partnerships and increase engagement with organizations that support the NP profession. This group includes both Never Members (organizations that have never been AANP members) and Former Members (organizations that were previously AANP members but have lapsed).

Sub-Categories​

  • Corporate Never Members: Organizations that created an account but did not purchase a membership, or were imported through the State Board or NPI import processes.
  • Corporate Former Members: Organizations that were once AANP members but did not renew their membership.

Current Processes​

  • Discovering AANP through various channels such as events, online content, or word-of-mouth.
  • Engaging with AANP's corporate membership resources and content.
  • Participating in initial outreach and engagement efforts by AANP.

Future Processes and Capabilities​

  • Streamlined process for expressing interest and receiving information about corporate membership benefits.
  • Personalized communication and targeted offers to convert corporate leads into members.
  • Enhanced engagement opportunities through webinars, informational sessions, and free resources.
  • Clear pathways to corporate membership with detailed information on benefits, costs, and the joining process.
  • Ability to identify accounts created with the intent of being a corporate membership through specific lead capture forms and processes.

Security/Access​

  • Secure storage of lead information in the CRM system.
  • Controlled access to organizational information with privacy and data protection measures.

Features of the System​

  • Easy-to-use lead capture forms on the website and at events.
  • Personalized email campaigns and marketing automation.
  • Lead scoring and nurturing workflows to prioritize and engage high-potential corporate leads.
  • Analytics and reporting to track engagement and conversion rates.

Tasks​

  • Exploring AANP’s corporate membership resources and content.
  • Engaging with AANP through events, social media, and online forms.
  • Receiving personalized communication and offers.
  • Considering corporate membership based on provided information and benefits.

Automations​

  • Automated welcome emails and introductory content.
  • Personalized follow-up emails and offers based on lead behavior.
  • Automated reminders about corporate membership benefits and deadlines.
  • Segmentation and targeted marketing campaigns.

Pain Points​

  • Unclear understanding of the full benefits of AANP corporate membership.
  • Overwhelmed by the amount of information and options.
  • Difficulty in finding specific resources or information.
  • Lack of personalized communication and offers.

Wishlists​

  • Clear and concise information about the benefits of AANP corporate membership.
  • Personalized offers and communication tailored to their organization's interests.
  • Easy access to resources and information relevant to their organization's needs.
  • Opportunities to engage with AANP without committing to corporate membership initially.

Historical User Feedback​

  • "We would like to understand how AANP corporate membership will benefit our organization."
  • "It would be helpful to receive personalized offers based on our organization's interests."
  • "We need clear information on the corporate membership process and costs."
  • "We want to explore resources and engage with AANP before committing to corporate membership."

Criticality​

High, essential for expanding AANP membership and increasing engagement within the NP community.

References​

Approvals / Signoffs​

RoleNameSignatureDate
Business Analyst
Technical Lead
Stakeholder