Call Comments
'Line disconnected'
Identify what's wrong with this call comment.
The number that's associated with the disconnected line needs to be included, as well as what type of number it is.
ex: Line disconnected 571-898-2319 (Mobile)
The prospect did not answer the call.
Answering Machine
How many steps are in the script?
6
Where do we work?
The Engagement Center
What is Faria's favorite color?
Pink <3
Paper: circle answering machine
Salesforce: select answering machine
The prospect answered the call, did not say anything, and hung up.
Incomplete
What is the 3rd step of the script?
Building Rapport
Who does Emily work under?
Elijah
Which employee of the Engagement Center is the president of the Improv Club?
Michael
"Wrong number"
Identify what's wrong with this call comment.
It doesn't identify what the wrong number actually is, as well as what type of number it is (account or mobile).
The person confirmed that they are not the prospect and do not know them at all.
Wrong number
How many asks do we make?
3
Who does Elijah work under?
Zavin
How tall is Rithvik?
6'0
How many Phonathon updates should be made when you receive a pledge, and the prospect has a new email address?
2
- Bio updates
- Gift updates
The prospect confirmed their identity but had to leave shortly after, so you didn't get to continue further with the call.
Incomplete
Which of these should you NOT ask when on the phone?
- "How are you?"
- "What's a good number to reach out to you on?"
- "Where do you currently work at?"
"How are you?"
Which department of the Office of Alumni and Advancement Relations do we work in?
Annual Giving
What is Olivia's favorite animal?
Owls
'Do not call'
What are the correct steps to type out a do not call comment.
1) Make sure you've confirmed the prospect's identity
2) Ask Emily if it's okay to mark down do not call
3) 'Do not call, Emily approved'
One of them was an answering machine, and the other was a wrong number
Circle answering machine on the paper
Write down the wrong number in the call comments
Try your best to transition from the demographcs step to the building rapport step as closest to the script
"One of the best parts about my job is talking to alums from all over. I love hearing their stories, experiences, and getting advice. I see you graduated in (YEAR) with a (MAJOR) degree... Out of curiosity, what field are you in now?"
Who is president of the foundation?
Trishana Bowden
Which Engagement Center student employee has worked here the longest?