on-site Calling program training & Consulting
Our on-site consulting services focus on your caller management, training, and the quality of your conversations. Our trained team will evaluate your calling program on-site. We will spend a week listening to your callers, meeting with your management team and making recommendations. It is a hands on approach designed to increase results immediately.
After evaluation of your program, we will provide you with a written report outlining our findings and making recommendations for improvement. We guarantee results!
Our on-site consulting services can also include a full-time resident director to train your callers, manage the day-to-day activities and work with your staff. We will become an extension of your team.
on-site services
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Resident Director to manage all aspects of your phone program
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Monthly conference calls with your development team
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Training of staff and calling team
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Quarterly audits of the program
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Extensive reports with recommendations
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Full-service consulting for all your phone program and/or annual giving needs
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Major Gifts/Planned Giving Calling consulting
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Highly personalized survey calls made to determine the most viable prospects for you to call and visit
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Use of personalized pre- and post-call letters to maximize responses
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Design of survey questions to learn most vital information from those suspects/prospects
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Management of data, responses, and reporting