Develop a Calling Strategy
Posted: Tue May 27, 2025 3:55 am
Spreadsheet Setup: Create a spreadsheet with the following columns: Name, Phone Number, Email, Donation History, Last Contact Date. The Notes.
Sorting: Sort the list by donation history to prioritize calls to high-value donors.
Step 7: D
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 phone number list your fundraising goals. The impact of donations. The 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.
Example of a Call Script:
Introduction: “Hi [Name], this is [Your Name] from [Organization]. I hope you’re doing well today!”
Purpose: “I’m reaching out to share some exciting updates about our recent projects and to ask for your support in our upcoming fundraising campaign.”
Ask: “Would you be willing to contribute [specific amount] to help us achieve our goal of [specific project or initiative]?”
Step 8: Execute Your Fundraising Campaign
Now that you have everything in place, it's time to execute your fundraising campaign. Begin making calls and engaging with your contacts.
Sorting: Sort the list by donation history to prioritize calls to high-value donors.
Step 7: D
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 phone number list your fundraising goals. The impact of donations. The 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.
Example of a Call Script:
Introduction: “Hi [Name], this is [Your Name] from [Organization]. I hope you’re doing well today!”
Purpose: “I’m reaching out to share some exciting updates about our recent projects and to ask for your support in our upcoming fundraising campaign.”
Ask: “Would you be willing to contribute [specific amount] to help us achieve our goal of [specific project or initiative]?”
Step 8: Execute Your Fundraising Campaign
Now that you have everything in place, it's time to execute your fundraising campaign. Begin making calls and engaging with your contacts.