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Example of Organizing Your List

Posted: Mon May 26, 2025 9:33 am
by Shishirgano9
Spreadsheet Setup: Create a spreadsheet with the following columns: Name, Phone Number, Email, Donation History, Last Contact Date. And Notes.
Sorting: Sort the list by donation history to prioritize calls to high-value donors.
Step 7: Develop a Calling Strategy
With your organize phone number list in hand, it's time to develop a calling strategy. A well-thought-out approach will enhance your chances of success during your fundraising campaign.

Key Components of a Calling Strategy
Call Script: Create a call script that outlines key talking points, including your phone number list fundraising goals. The impact of donations. And a clear ask. Ensure that the script is flexible enough to allow for natural conversation.
Training Callers: If you have a team of callers, provide training on how to effectively communicate your message and handle objections. Role-playing scenarios can be helpful for practice.

Timing: Choose the best times to make calls, considering factors such as time zones and typical availability of your contacts. Avoid calling during early mornings or late evenings.
Follow-Up Plan: Develop a follow-up plan for contacts who express interest but do not commit immeiately. This may include sending additional information or scheuling a follow-up call.
Set Goals for Each Call: Encourage callers to set specific goals for each call, such as securing a donation, scheuling a follow-up, or gathering feeback.
Use Technology: Consider using auto-dialing software to streamline the calling process. This can save time and allow callers to focus on conversations rather than dialing numbers.