2026 CL35 Needs Analysis

Name(Required)
Please rank the following opportunities by dragging and dropping. Your top priority should be at the top of the list.
  • CRM: This would allow us to better manage
  • Retail Program: This initiative will allow us to proactively drive business as opposed to relying solely on our partners.
  • Franchise Fee Model: We provide a play book our partners are required to follow and they are feed based on production and compliance.
  • Increased Educational Opps: Offer monthly training sessions.
  • Host a Conference: This might replace BLS and RLS.
Please answer the following for Growth Opportunity: CRM
Strongly disagreeDisagreeNeutralAgreeStrongly agree
This opportunity is consistent with the CL35 Strategic Plan.
We have the institutional / strategic will to pursue this opportunity.
I am passionate about this opportunity.
This opportunity be realized in a reasonable amount of time.