Monthly Newsletter Service - Onboarding Questionnaire Name * First Name Last Name Email * For Bonzo, please either put in your credentails here for us to log in, or let us know if you will instead be making us an admin on the back end. Is there an email template that already exists in your Bonzo account? Or will we be taking Jeff's email and creating a copy in there? Yes - there is already an email template in there that you can start with No yet - I will need you take Jeff's example and duplicate in Bonzo We see that Jeff uses articles from Housingwire.com and CalulatedRisk.com in his newsletter. Are there any other related online FINANCIAL sources that you like that we could check out each month for good articles to incorporate? If so, please list here: Do you have any other favorite sources for us to use to pull article ideas from related to local news and/or events? If not, that's ok....we have plenty of great sources of our own! Just wanting to make sure that we do not miss any of your favorites. When it comes to articles on local events, news, restaurants, etc., would you like to cover the entire Greater Phoenix Area? Are there any areas/cities in particular that you would want us to PRIORITIZE or EXCLUDE? Do you like to mention holidays in your newsletters? YES - I like to celebrate, and include seasonal holiday information NO thank you - I like to keep holidays out of my newsletters Are there any details that you would like to share about the recipients of your newsletter? (i.e., any particular demographics, interests, income levels, etc.) Is there anything else that you would like to share that might be helpful for us as we work on your newsletters? Anything you really want to include in addition to what Jeff does? i.e., recipes, etc. etc. How often would you like to receive Insight Reports from us? We love to send you a snapshot of data and dig into the details of insights. Monthly Bi-monthly Quarterly Only by my request. I get enough emails as it is or I like to just check these on my own. Thank you!
