Cultivating VIPs With Data

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Culivating VIPs with Data

Jennifer Darrouzet

April 10, 2012

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Of:

Protecting and Preserving the

Institutional Memories of

Nonprofits Since 1993

www.cjwconsulting.com

(866) 598-0430

info@cjwconsulting.com

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Affordable collaborative data

management in the cloud.

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Today’s Speaker

Jennifer DarrouzetCommon Ground Product Development,

Convio

Hosting:

Cheri J Weissman, CJW Consulting & Services, Inc.Assisting with chat questions: April Hunt, Nonprofit Webinars

5©2012 Convio, Inc. | Page

Cultivating VIPs

with Data

A repeatable method for getting

purposeful & personal with VIP

donors & prospects

6©2012 Convio, Inc. | Page

Presenters

Jennifer DarrouzetSr. Strategist

Common Ground CRM from Convio

Cheri WeissmanFounder/Owner

CJW Consulting & Services, Inc.

7©2012 Convio, Inc. | Page

Recognition/Cultivation

Step

Timeline

$1

-

$249

$250

-

$499

$500

-

$999

$1,000

and up

Action

Thank You Letter, Signed by ED

with Tax Info (On Letterhead)

Within 24 hours X X XX

Print Letter for ED

to Sign

Handwritten Thank You Note with

Pet Photo

48 hours X X X X Provide Card

Phone Call from ED or

Development Director

48 hours X

X X Provide Number

Note from Furry Friends Board

Chair

2 weeks X X Send Board Chair

Info, Card

Call from Furry Friends Board

Member

Within 2 weeks X Provide Number

Mission Moment: Invitation to

Tour Shelter, Mobile Spay/Neuter

Clinic, etc.

As Appropriate Today’s

focus

Send Invite

Note from Volunteer Shelter

Worker, Veterinarian, Adopter,

etc

2 months X

Identify, Give

Stationery

Holiday Cards Send in

November

Every Year

X X X XPut Together

Mailing List

Donor Listing in “The Scoop”

Annual Report

Annual X X X X

Invite to “Wag and Purr”

Donor Appreciation Event

Annual X X X X Plan, Organize

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Concept: High-Value Volunteering

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• Chat in your org’s name and mission

• 2 groups will get creative concepts on this call

• Submit your org now!

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Get theGuide

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Strategic planning: data says “who”

• Who?

Donors

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• Who else??

Donors

Prospects

Strategic planning: data says “who”

13©2012 Convio, Inc. | Page

• Why?

Strategic planning: data says “why”

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• What?

• Review profiles for PATTERNS of skills & expertise

• Similar employers, industries, hobbies, etc.

Strategic planning: data says “what”

15©2012 Convio, Inc. | Page

• What?

Strategic planning: data says “what”

16©2012 Convio, Inc. | Page

• What?

Strategic planning: data says “what”

17©2012 Convio, Inc. | Page

• Tailored to concept & audience

• Do you have their home addresses?

• Do you have their work addresses?

• Do you track times they are available to volunteer?

Strategic planning: “where” & “when”

18©2012 Convio, Inc. | Page

Technology can help

The “How”

19©2012 Convio, Inc. | Page

• Let’s hear some “on-the-fly” creative concepts!

20©2012 Convio, Inc. | Page

Thank you!

Learn more

• Reach out: info@convio.com or 1.888.528.9501

• Or visit on your own time: www.commongroundcrm.com

• Browse the “See How It Works” video library (3-10 minute previews)

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Upcoming Tech Tuesday Webinars

Dates Topic

4/17 CRM Software for Nonprofits

4/24 Increasing Productivity With Google Apps & Gmail Tools

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