Newfangled

Forum One

Weekly Report · Mon May 25 – Fri May 29, 2026
Comparison period: Mon May 18 – Fri May 24, 2026
Items Needing Client Action
FO-100 June Webinar Landing Page — Copy Approval
Copy for the June 17 "Your Design System Is About to Become Your Most Strategic Asset" webinar was sent to Brian Graves and Jasmine Patel on May 16. Approval is needed before design work and auto-response email setup can begin. First invite emails were scheduled for late May.
Overdue
FO-095 Drupal White Paper — Copy Approval
Copy approval is needed before the white paper can be published. Once live, the publication URL will be used to activate the auto-response email, trigger list, and update links in both the newsletter and nurture series.
Info Needed
FO-096 Drupal White Paper Nurture Series — Email Approval
Em dashes removed per Kass's request. Content is otherwise approved. We need live URLs for the white paper before placeholder links can be updated and the AEP program activated. Please confirm final approval once links are in place.
Awaiting Approval
FO-072 May/June Newsletter — Email Approval
Content approved. Three CTAs are still pointing to unpublished assets: the Drupal white paper download, May webinar recording, and June webinar registration. We need live URLs for all three before we can send an updated test and deploy. Targeting June 3 — dependent on white paper publication.
Awaiting Approval
Newfangled In Progress
FO-096: AEP Lists/Segments, Final Technical Review & Program Logic
Due Jun 1
FO-072: Email Launch Details Finalized
Due Jun 2
FO-100: Gated Asset & Image Design
Due Jun 1
FO-100: Design Reviewed & Sent to Client
Due Jun 2
FO-100: Auto Response Email Generated & Test Sent
Due Jun 8
Recently Completed
FO-094: May Webinar Follow-Up — Emails Sent to Attendees & Registrants
Completed May 21
FO-095: Drupal White Paper — PDF Design Finalized
Completed May 27
FO-096: Internal Review Complete, Test Emails Sent to Client
Completed May 27
FO-072: Internal Review & Preview Complete, Test Email Sent to Client
Completed May 27–28
FO-097: May Webinar Paid Promotion — Campaign Launched & QA Complete
Completed May 8
New Leads
5
May 25–29, 2026
Conversions
5
May 25–29, 2026
MQLs
7
Active in period
SQLs
0
May 25–29, 2026
Scoring criteria — Hot: Director-level or above at a nonprofit, foundation, government agency, or mission-driven organization; strong persona alignment (comms, marketing, digital, data, or tech leadership); 5+ page views or multiple conversions.  Warm: Manager-level at an aligned organization, or senior title at a tangentially aligned organization (consulting firm, PBC, research); 2–4 page views.  Cold: Individual contributors, students, or vendor contacts at unrelated organizations; single-page visits with no follow-on engagement.
All New Leads
Hot Paul Cantrell View in Insight Engine ↗
USAging
Director, Center of Excellence to Align Health and Social Care
9 page views 1 conversion
Converted On
White Paper download (May 2026)
Assessment
  • Director-level title at USAging, a national aging-focused nonprofit — strong vertical alignment with Forum One's mission-driven health and government work.
  • High engagement: 9 page views signals active research, not a casual visit.
  • White paper conversion indicates substantive interest in Forum One's thought leadership content.
  • Center of Excellence scope suggests operational leadership with program budget influence.
  • Health + government intersection maps directly to Forum One's dual nonprofit/public sector positioning.
Hot Kayla Isenberg View in Insight Engine ↗
Common App
Director, Digital and Social Media
LinkedIn 3 page views 1 conversion
Converted On
LinkedIn Lead Gen — How-to Guide for Communicating Data (May 2026)
Assessment
  • Director of Digital and Social Media at Common App — a prominent higher education nonprofit with a broad student-facing digital footprint. Strong persona alignment.
  • LinkedIn lead gen conversion signals active content consumption, not a passive visitor.
  • Digital + social media leadership role maps to Forum One's marketing/communications buyer persona.
  • Common App is mission-driven and at a scale where Forum One's integrated digital services would be relevant.
  • Three page views suggests follow-through beyond the form submission.
Warm Alice Fulmer View in Insight Engine ↗
The Water Research Foundation (WRF)
Director of Subscriber Services
LinkedIn 1 page view 1 conversion
Converted On
LinkedIn Lead Gen — How-to Guide for Communicating Data (May 2026)
Assessment
  • Director title at an environmental research foundation — aligned with Forum One's nonprofit/foundation verticals.
  • Subscriber Services role suggests a focus on audience engagement and data — relevant to the Communicating Data content that drove the conversion.
  • Minimal site engagement (1 page view) tempers confidence; conversion may be content-specific rather than a broader service interest.
  • Worth monitoring for return visits or additional content engagement before prioritizing outreach.
Warm Donna Callejon View in Insight Engine ↗
Sunflower Services PBC
Interim Chief Relationship Officer
1 page view 1 conversion
Converted On
Contact Form (May 2026)
Assessment
  • C-suite title (Interim CRO) at a public benefit corporation — senior enough to warrant attention, though the PBC model makes strategic fit less certain than a direct nonprofit or government org.
  • Contact form conversion (rather than content download) may indicate a service inquiry — worth following up to understand intent.
  • Single page view limits signal confidence; the contact form submission is the primary indicator of intent here.
  • Relationship/partnership-focused role could align with Forum One's BD and community-building positioning.
Cold Mary King View in Insight Engine ↗
Envisio
Senior Content Writer
8 page views 1 conversion
Converted On
Contact Form (May 2026)
Assessment
  • Envisio is a strategic planning software company — a vendor profile rather than a mission-driven client prospect.
  • Senior Content Writer role suggests competitive research or content inspiration as the likely visit purpose, rather than service interest.
  • High page view count (8) is notable, but in context with the vendor profile, likely reflects thorough content research rather than purchase intent.
Conversions by Source
Contact Form
2
40%
LinkedIn Lead Gen — Communicating Data eBook
2
40%
White Paper
1
20%
Total
5
100%
Paid Media — LinkedIn
Spend
$169
LinkedIn only · May 25–29
Clicks
9
LinkedIn only
CTR
0.52%
Blended across 3 campaigns
CPC
$18.74
Blended
Conversions
3
LinkedIn lead gen
CPA
$29.66
Communicating Data campaign
May Budget Pacing — MTD through May 29
The How-to Guide: Communicating Data campaign ($819 MTD) has exceeded its estimated monthly budget by 37% — the $20/day cap appears to have run unconstrained. The Climate Narrative Report ($222 MTD vs. $1,500 est.) and Website Is Not Your Front Door ($282 MTD vs. $900 est.) campaigns are both significantly underpacing. A budget rebalancing review is recommended — especially as the Communicating Data campaign also holds the strongest CPA ($29.66 with 2 conversions this week).
Campaign Spend Clicks CTR CPC Conv CPA MTD Spend Status
Climate Narrative Report — Lead Gen $64.32 3 0.58% $21.44 0 — $222 Active
How-to Guide: Communicating Data — Lead Gen $59.32 4 0.64% $14.83 2 $29.66 $819 Active
Your Website Is Not Your Front Door — ABM $45.00 2 0.33% $22.50 0 — $282 Active
May Webinar Promo — Building Trustworthy AI $0 0 — — 1 — $420 Completed
Google Ads — NF Services (National + State) $0 0 — — 0 — $487 Paused
Google Ads campaigns remain paused this period. MTD Google spend ($487) reflects earlier May activity before pausing.
Email
Sent
82
May 26 newsletter
Open Rate
75.6%
Strong performance
Click Rate
13.4%
11 clicks · 0 bounces
Email Sent Opens Open Rate Clicks Click Rate Bounces
This Week at Forum One — May 25, 2026 82 62 75.6% 11 13.4% 0
No campaign emails were sent during this period. The May/June newsletter (FO-072) and Drupal White Paper Nurture Series (FO-096) are both in client review, targeting launch in early June.
Rolling three-month view: May – July 2026. Client action items highlighted in amber.
Newsletter Nurture / Email Program White Paper / Content Webinar Client Actions
May 2026
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28 072 Test Copy Appr
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June 2026
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1 096 AEP 100 Design
2 072 Launch 100 Design
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July 2026
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May 27 FO-096: Test Emails Sent to Client Drupal Nurture
May 28 FO-072: Test Email Sent to Client Newsletter
May 28 FO-100: Copy Approval (Overdue) June Webinar LP Client
May 29 FO-096: Email Approval Drupal Nurture Client
Jun 1 FO-096: AEP Setup, Tech Review & Program Logic Drupal Nurture
Jun 1 FO-100: Gated Asset & Image Design June Webinar LP
Jun 2 FO-072: Email Launch Details Finalized Newsletter
Jun 2 FO-100: Design Reviewed & Sent to Client June Webinar LP
Jun 3 FO-072: May/June Newsletter — Target Send Date Newsletter
Jun 5 FO-100: Design Approval June Webinar LP Client
Jun 8 FO-100: Auto Response Email Generated & Test Sent June Webinar LP
Jun 9 FO-100: Auto Response Email Approval June Webinar LP Client
Jun 10 FO-100: Auto Response Email Activated June Webinar LP
Jun 12 FO-100: Landing Page Published June Webinar LP Client
Jun 17 June Webinar — Your Design System Is About to Become Your Most Strategic Asset (1:00 PM ET) Webinar
Campaign Progress
FO-072: May/June NewsletterAwaiting Client Approval
FO-096: Drupal White Paper Nurture SeriesAwaiting Client Approval
FO-095: Drupal White Paper (Publication)Pending Publication URL
FO-100: June Webinar Landing PageAwaiting Copy Approval
Generated May 29, 2026 · Newfangled