PROSPECT SAYS THEY ALREADY GAVE ONLINE LAST MONTH. WHAT IS THE REFUSAL CODE?
NO, ALREADY PLEDGED
INDIVIDUAL WHO ANSWERED SAYS “THAT PERSON DOESN’T LIVE HERE”. WHAT IS THE RESULT CODE?
ALL NUMBERS ON FILE WRONG
YOU HAVE A SUBSTANTIAVE CONVERSATION WITH THE PROSPECT. THEY WANT TO LEARN MORE BUT HAVE TO GET OFF THE PHONE BEFORE MAKING A PLEDGE. WHAT IS THE RESULT CODE?
MAYBE, EMAIL INFO AND CALLBACK
PROSPECT MAKES A PLEDGE BUT REQUESTS A DESIGNATION THAT IS NOT IN THE DROP DOWN. WHERE DO YOU PUT THIS INFORMATION?
PROSPECT COMMENTS- YELLOW NOTEPAD
PROSPECT SAYS THEY HAVE NO ROOM IN THEIR BUDGET TO DONATE. WHAT IS THE REFUSAL CODE?
NO, FINANCIAL REASONS
INDIVIDUAL ON PHONE SAYS PROSPECT MOVED OVERSEAS. WHAT IS THE RESULT CODE?
UNABLE TO CONTACT/OUT OF TOWN
AFTER INTRODUCING YOURSELF, THE PROSPECT SAYS “SORRY, I CAN’T TALK NOW.” WHAT IS THE RESULT CODE?
PROSPECT NOT AVAILABLE
PROSPECT DONATES $100 VIA CREDIT CARD. WHAT 2 STEPS DO YOU NEED TO TAKE TO PROPERLY ACCOUNT FOR THIS?
1. RECORD PROSPECT ID, AMOUNT, AND YOUR NAME ON STICKY.
2. ALSO WRITE HANDWRITTEN THANK YOU CARD
WE ARE CALLING 1844 DONORS AND A PROSPECT REFUSES. YOU ASK THEM WHY. WHERE DO YOU PUT THIS INFORMATION?
PROSPECT COMMENTS-YELLOW NOTEPAD
PARENT WANTS TO BE TAKEN OFF THE CALL LIST BUT STILL WANTS EMAILS FROM THE UNIVERSITY. WHAT IS THE RESULT CODE?
DO NOT CALL AGAIN
THE PHONE KEEPS RINGING AND RINGING AND DOES NOT GO TO VOICEMAIL. WHAT IS THE RESULT CODE?
NO ANSWER
PROSPECT MAKES A PLEDGE BUT DOES NOT WANT A PLEDGE LETTER. WHERE DO YOU PUT YOUR STICKY NOTE?
ON THE “PLEDGE EMAIL ONLY” SHEET
PROSPECT SAYS THEY DID NOT HAVE A GOOD EXPERIENCE AT UALBANY & DOES NOT WANT ANY CONTACT FROM US: NO PHONE, NO EMAIL, NO MAIL. WHAT IS THE RESULT CODE?
DO NO CONTACT AGAIN- REMEMBER TO LEAVE A COMMENT ON YELLOW NOTEPAD
PROSPECT SAYS THEY ONLY DONATE IN NOVEMBER FOR GIVING TUESDAY. WHAT IS THE RESULT CODE?
FALL CALL ONLY
INDIVIDUAL WHO ANSWERED SAYS THIS IS NOT PROSPECT’S NUMBER BUT GIVES YOU THE CORRECT ONE. YOU CALL THAT NUMBER AND IT GOES TO VOICEMAIL. WHAT 3 STEPS DO YOU TAKE TO PROPERLY RESULT THIS?
1. FIRST MARK NUMBER AS WRONG NUMBER IN DROP DOWN.
2. ENTER CORRECT, NEW NUMBER IN ROW BELOW.
3. RESULT CALL AS “ANSWERING MACHINE”.
WHILE BUILDING RAPPORT, PROSPECT MENTIONS THEIR NEW JOB AT BANK OF AMERICA. THEY GO ON TO PLEDGE $100. WHAT SHOULD YOU ASK THEM ABOUT BEFORE COMPLETING THE CALL?
MATCHING GIFT