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- Number of Financial Asks. (Feel free to inquire how it went.)
- Something you’re thankful for in MTD this week
- Something that's working or a question or discussion item for your group → [If they can’t think of anything] What would make this call helpful for you today?
- Action items update - see last week's column on the Action Items Spreadsheet
- Optional: What’s in the way? What are some of the obstacles in your MTD work?
After everyone has given an update, move on to the Q&A portion. You decide what questions to tackle first. Encourage your group to answer each other's questions. This can often be the place where the most insight is gained.
After Q&A, move to this week's strategy skill session: how we follow-up on our End of Year Ask donors through the Thank, Show, Connect, Offer rhythm. FYI: Your cohort might want to focus on the "Thank" portion of this rhythm because that's the season they're currently in - thanking those who gave a special gift at year-end. We wanted to also introduce the full cycle because that's what extends beyond the "thank you" in how to cultivate special-gift donors to give again.
Thank, Show, Connect, Offer
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