How to run a SMARTPhone-A-Thon

Presented by: Tim Sarrantonio - NeonCRMAdam Wilbur - CauseVid

Agenda

Key topics:

• Why phone-a-thons?

• Planning the phone-a-thon

• Running the phone-a-thon

• Phone-a-thon follow up (hint - it’s multi-channel)

• Q&A

About us

Tim Sarrantonio Adam Wilbur

It’s inexpensive

It’s multi-channel

It can scale

Anyone can do it!

Focus on the mission

Keep it simple

• This isn’t about the money

• Stewardship is key

• It’s about investing back into the successes / needs outlined

Get your message ready

Create a script

• Call scripts help new callers feel comfortable

• Talking points

• Donor feedback message branch (template included as download!)

Get your team ready

Staff AND volunteers

• Staff needs to run the show, they MUST be there

• Recruit from existing volunteer pool

• Do mock calls with at least staff members

Get your lists ready

Yes, data is key here

• Use your donor database

• Get basics on contact info and gift history

• Focus on donors who have given over phone AND/OR LYBUNTs or close to lapsing

Have the right equipment

Schedule it right

Goal Setting + Incentives

Log that data!

Post call segmentation

Left Voicemail

After the Call

Connected call with gift

closed

Connected call without gift closed

Engage and Solicit

Thank and Engage

Engage and Solicit

Communication after a gift

Connected call with

gift closed

What do donors want after making a gift?

Acknowledgement that the gift was received and you were pleased to get it. • 92% say that acknowledgement is critically important

Assurance that the gift was “set to work” as intended.

Confidence that the project or program to which the gift was directed had/is having the desired effect

Communication after a giftConnected

call with gift closed

Why should you have a post-gift plan?

If you acknowledge the gift, assure that the gift was “set to work” as intended and give the donor confidence that the gift is having the desired effect:

• 87% would give again

• 64% would give more

• 74% would continue to give indefinitely

Post-gift plan

Connected call with

gift closed

Post-gift communication plan basics

Have a post-donation communication plan• Personalized• Multichannel

Satisfy what donors want• Donation Follow-Up

(acknowledgement)• Content (assurance and confidence)

Execute• Timely acknowledgement• 12+ months of post-gift communication

Multi-channel stewardship

Connected call with gift

closed

How can your organization stand out?

Multi-channel stewardship

Personalized, Multichannel Communications

• Email• Use the donor’s name (270% increase in click thru rate)• Send from a real person (10-30% increase in open rate)• Personalize the subject line (137% increase in open rate)

• Direct Mail• Handwritten and hand-addressed notes for top donors• Add a written note to standard acknowledgement letters

Multi-channel stewardship

The Video Revolution

Video is dominating the internet

• By 2021, 81% of all internet traffic will be video

• Including video in an email increases click-rate by 200-300%

• 54% of people want to see videos from brands and organizations they support

• Video is more memorable than images or text

Items to ponder

• Phone-a-thons aren’t going away, they’re getting

smarter!

• Preparation and mission focused messaging are key

• Multi-channel strategies that are donor centric will

appeal to anyone - but watch out for video!

• And as a thank you...

Check out CauseVid

www.causevid.com/neoncrm

Questions?