Beneficiary Onboarding
Organize participants into programs. Each program has its own beneficiaries and contacts sheet.
← Select a survey or create a new one
Templates & Library
Onboarding Survey
Required CG Charitable questions for initial participant intake.
Follow-up Survey
Required questions for ongoing participant check-ins.
Send Survey
Choose your delivery channel and send to your participants.
Send via WhatsApp
Push survey directly to participants' WhatsApp. Select contacts from your list below.
Generate Google Form
Create a shareable Google Form from your survey questions. Copy and share the link.
| Name | ID | Surveys Sent | Responded | |||
|---|---|---|---|---|---|---|
Responses
Survey responses collected from your participants.
| Name | Phone | Date | Answers |
|---|---|---|---|
Select a survey above | |||
Settings
Manage your organization profile and team.
| Name | Role | |
|---|---|---|
Where would you like to go?
Select a module below — you'll only see what you have access to.
Completion Dashboards
Track reporting completion across all funders and sections
Organization Data
Mission, structure, governance & key documents
Financial Data
Budget, audits, revenue & expense reporting
Program Data
Program descriptions, goals & service delivery data
Beneficiary Data
Participant roster, profiles & contact information
Outcomes During Programs
Survey data & progress indicators while enrolled
Outcomes After Programs
Follow-up data & long-term impact tracking
Admin
Team members, org settings & access control
Completion for CG Charitable
Reporting requirements across sections. Click any cell to navigate directly to that section.
| Category | Sec 1 Mission & Org |
Sec 2 Financials |
Sec 3 Programs |
Sec 4 Outcomes |
Sec 5 Attachments |
|---|
Advisor Questions
These questions are asked by your AI coach during beneficiary intake conversations. The AI extracts answers naturally — beneficiaries never see a form.
Pages
Additional tools and portals for your organization.
Advisor Demo ↗
Preview the AI advisor conversation experience with live beneficiary data
Curriculum Manager ↗
Upload and manage knowledge documents that ground your AI advisor's responses
Pathmark Portal ↗
The beneficiary-facing portal at pathmark.org where participants interact with the AI advisor