Number of Members – How many members does your group have?
Year Established – When was your group founded?
Key Functions – What are your group's main activities? (Savings, Loans, Benevolent, All three, Other)
Current System – Are you using manual records, spreadsheets, or another system?
Contact Person & Phone – Who should we reach out to?
Example Email:
To: cal@cosmos-ai-labs.com Subject: Welfare Group Onboarding Inquiry
Hello,
Our group is interested in using your welfare management system.
Group Name: [Your Group Name] Number of Members: [e.g., 50] Year Established: [e.g., 2015] Key Functions: Savings, Loans, Benevolent Current System: Manual records/Excel Contact Person & Phone: [Name] - [Phone Number]