Page History

Let's talk about follow-ups! One of the best places to start with follow-up is during the actual appointment. A couple of ways this can be done:

1. If
a donor
2. someone says yes to giving, be sure you ask "Great, when do you think it would be possible for you to start your giving?"
3. If a donor someone says, "I'm not sure if I can give..." "I don't know how much..."  I say, "Great! I'd love to check back in with you on that decision. Is tomorrow too soon? "
4. Be sure to always leave an appointment with set the expectation of the next time you will speak to them already scheduled'll talk/ check-in. This builds trust (when you contact them when you said you would) and it keeps you accountable to following up. 

1st follow-up after an appt ask is the thank you. Send it w/in 24 hours. Hand-written card, when possible. 

Additional follow-ups include: calls, text, voice memos, DM, email (a copy of your latest prayer letter), etc. 

• What I say on a follow-up call: "I know you've been praying about

...

• partnering with me in ministry and I wanted to see how that decision is going." (wait for a response)  "Would a few more days give you the ability to come to a decision? Let's see, today is Monday. How about I give you a call back on Wednesday?" 
  
  
• Use a date as a motivator: "I'm praying in faith that the Lord will

...

• gather 6 people

...

• to become $100 a month ministry partners with me by September 30th. Would you be one of those 6 people for me?"

...

• *People will rise to the occasion when you give them a specific amount and a date because they want to be the hero.
  
  • If they've said yes and have procrastinated signing up, send a text: Hey, wanted to know if you could start your giving before the end of this month. I can jump on the phone with you and walk you through it. It will take 3 minutes.  
    
    
• If someone is ready to give, it's ok to ask, "

...

• If you have 3 minutes, I can walk you through how to set that up right now. Do you have a couple minutes to get that going?"

...

• FYI: You'll need to know how to walk someone through how to start up a gift online. Here’s how:
  • How to Start Giving
  • How to Start Giving Script - Giving Online with Internet Access
  • Snail Mail Packet to Start Gift *download
  
  
• When someone is not returning your call, it’s ok to take a break from reaching out to them. BUT before you do that, make sure you've had at least 7 connections with them (texts, calls, appointments, emails, thank you note, etc). It takes an average of 7 times for someone to hear a message before they will act on it. If you

...

• 're not yet at this average, then it's not time to take a break. If you have hit 7 connections and it's time to take a break, make sure you give them the date when you will reach out again. This is a relationship-builder that helps establish trust. Sample script: “Hey, it seems like you’re in a busy season right now. I

...

• completely understand. You can trust me to reach back out to you on _____ date.

...

• "
  
  

Also see:

•  Follow up Sequence for how often to follow-up after an MTD meeting. *download
• 4.7 Call Back for a Decision - Scripts/notes from the New Staff Training manual on how to follow up for a decision.