General Knowledge
Policies & Procedures
Client
Software
Objections & Rebuttals
100

This man is our President/Owner.

Who is Anthony Alonso?

100

This is how many times you should confirm a pledge amount. 

What is THREE times?

100

This is the client.

Who is _____?

100

This is the software we use to clock in & out, check the work schedule, and submit time off requests.

What is Homebase?

100

This is defined as a reason the prospect gives for not giving, AKA simply a "no". 

What is an objection?

200

She is our Call Center Director.

Who is Kayla Jones?

200

Your calls should be under this many minutes (excluding planned giving).

What is FIVE minutes?

200

This is the mission of the client. 

What is _____?

200

This is where you can reach supervisors if you need assistance.

Where is in your individual caller chat on Teams?

200

This is defined as a response to an objection.

What is a rebuttal?

300

This is where our headquarters is located.

Where is Henderson, NV?

300

If you don't show up or call in for work one time, it is considered this, and you will be immediately terminated for failing to report to work. 

What is job abandonment? 

300

This is where you can find training materials for the client (scripts, letters, etc.).

Where is under "Training Materials" on Teams?

300

This is the daily meeting you're required to join with your camera on. 

What is the Daily Announcements? 

300

This percentage of all pledges/donations come as a result of one or more rebuttal(s).

What is more than 75%?

400

This is our mission statement.

What is to provide exceptional fundraising outcomes for our clients?

400

This is defined as the percentage of decisions that are "yeses", divided by the total number of decisions (yes and no's combined). 

What is a pledge rate?

400

This/These is/are the letter signer(s). 

Who is _____?

400

This is the channel on Teams where you can share your pledges with the team.

What is the Game Channel?

400

You are required as the caller to rebuttal the objection to using this payment method.

What is a Credit Card?

500

This is sent out prior to calling to set the expectation of your call.

What is a pre-call letter/email?

500

Regardless of the outcome, you should always do this with the prospect at the end of the call. 

What is thank them for speaking with you? 

500

This is what you should do if the prospect has complaints about the Client organization.

What is disposition appropriately and notify management?

500

This is what you should do if you notice there's an error on your Timesheets log.

What is post in the Timesheets Corrections channel?

500

This is defined as the process of identifying the prospect's needs or understanding their objections by carefully listening to what the donor says, their voice inflection and tone, and any other underlying implications.

What is active listening?