🧾 Onboarding Templates & Forms

“Clear communication builds faster trust.”

Overview

The Onboarding Templates & Forms system is designed to make every partnership step easy, transparent, and repeatable.

Each document or form aligns with a stage in the Partnership Pathway, ensuring every organization — from local clubs to corporate sponsors — has a consistent, trust-based onboarding experience.

The goal is to reduce friction, clarify expectations, and document every action so both the Core and its partners feel confident, informed, and valued.

1️⃣ Partner Inquiry Form (Lead Stage)

“The first handshake.”

Purpose

To capture interest from potential partners, sponsors, or allied organizations and automatically log them in the Core’s CRM (HubSpot).

Contents

• Organization Name
• Contact Person & Role
• Contact Information
• Organization Type (Business / School / NPO / Gov / Civic)
• Area(s) of Interest (Events / Sponsorship / Volunteer / Other)
• Short Message: “How would you like to get involved?”
• Agreement Checkbox: “I understand this is a trust-based partnership with no financial obligation.”