What do I say next?!?
How do you code that?
Script
Manager
MISC
100

You just introduced yourself and asked for the prospect.  The person on the other line says the prospect is "not here right now"... How do you respond and how do you code the call?

"I understand, we will try to reach Mr. Squarepants another time" END CALL, code as Answering Machine. 

100

You introduce yourself and the prospect confirms that it is who you are asking for.  When verifying their address, the line ends.  What do you do/how do you code that?

CALL THEM BACK

If they answer, continue with script, if they say they are not interested, code it as hung up during intro.

If they answer, continue with script, if they say they are not interested in GIVING, code it as No Refused.

If they do not answer, code it as ANSWERING MACHINE.

100

What all do you mention in a proper introduction?

*Hello

*Name

*School

*Prospect

100

A manager should thank all pledges and credit cards? TRUE/FALSE

FALSE; only pledges

100

The phone seems to just keep ringing... How long do you let it ring?

30 seconds or 4-6 rings

100

Prospect:  "I'd love to give $50... can you send me something in the mail?"

Caller:  ?????

"We are challenging all of our loyal donors to give via credit card today, we use a secure processing system that never stores information and we can provide a transaction ID once your gift is processed, knowing this which credit or debit card would you prefer to use?"

100

Someone picks up and you introduce yourself.  mid-way of you introducing yourself they say, "I am not interested!" and they hang up... what do you do / how do you code the call?

Hung up During Intro

100

What 2 things do you typically verify in the introduction?

Email and Address

100

You just got a $100 pledge! NICE! You ring the bell and the manager comes over... what all do you need to do before the manager hops on the mic?

*Mute your phone

*Tell them the school you are calling for

*Tell them the name of the person you are talking to

*Tell them what form of giving (CC or Pledge)

*The amount of gift

100

A robot voice prompts you to enter a series of numbers to be put through... what do you do?

use mobile connect's dial pad to enter in the numbers

100

You just processed a $200 credit card gift, what do you need to do before you thank the prospect?

ASK FOR MATCHING GIFT!

100

You get to the gift ask and the prospect says, "I'm busy, just send me something" and hangs up... What do you do?

Leave a caller note, set it as a callback for the next 5 minutes.  When the prospect comes up in the next 5 minutes, DO NOT CALL THE PROSPECT, set it as answering machine for the next caller.  If it is during the end of shift, just save it as Answering Machine.


100

What are 3 examples of questions you can ask in bonding?  What are the 6 ways we should begin each question?

Who, What, When, Where, Why and How

100

What call results should be verified by the manager?

*Do not Call/Contact

*Pledges

100

We should sometimes leave a special thank you in the thank you section of the old software? T/F

FALSE, the prospect never sees the thank yous.

100

Are you calling for XYZ University?  Who are you?

"We partner with XYZ University and work with Client Name, the Director of Annual Giving, to help the institution raise money for the Annual Fund which supports student scholarships and the greatest needs of campus."

100

"Just send me something!" and they hang up..

Set it as a callback for 5 minutes… leave a caller note, when the call comes back up, DO NOT CALL them again, save it as answering machine for the next person

100

What is the order of the entire script? (Clue:  Looking for at least 5 sections)

1. Introduction

2. Bonding/Build Rapport

3. Gift Ask

4. Credit Card Ask

5. Matching Gift (BONUS)

6. Thank You!

100

(You can only bet up to as much as you already have)

You speak with a Temple prospect and they request to only be called during the day.... how do you code the call? (Be Specific)

100

The prospect mentions that they have spoken with someone already, in the meantime, you notice that there is a caller note that states that they spoke with the prospect already and they asked for something and then hung up... what do you say to the prospect?

"That is correct, You last spoke with (Caller Name) on (Day of note) and you asked for something in the mail.  We would be more than happy to send you information if you are interested in giving.  We are asking for support to our (FUND NAME), Knowing that every gift helps, can we count on your support with a gift of FIRST ASK?"