Example email with high-level prioritization and outreach recommendations:

Hi Holly,

Congratulations on launching what is just the beginning of a great way to identify your top prospects! We're thrilled to see quality responses coming through.
Your respondents will receive an automatic thank-you email, and if they opted in, they'll also begin to receive the cultivation emails over time. However, you want to be sure to reach out to the most qualified prospects to "completely" qualify them and begin to build and manage a relationship. 

Here are a few high-level recommendations:

1. Prioritize making a call to those who indicated they have left a gift or are interested in planned giving, as well as those who have self-identified as willing to speak with a gift officer and/or use a non-cash asset to support ASRM.
2. Be sure to ask them questions about themselves based on what you learned through their survey response. This builds trust and shows them that you took the time to read their feedback.
3. Offer them value based on what you know from their survey response or your discussion. The first call should not be about giving, unless the prospect signals to you that they want to discuss it.

4. Ask permission to connect with them again in the near future. If you gain this permission, you can submit a Support Ticket to us through your Dashboard to remove them from the automated cultivation since you'll be able to personally work with them.

These are very high level recommendations, but I wonder if you would like to get on a call to walk through your prospects together in your Dashboard. 


Would you like to set up some time this week?
Jen

HubSpot email template from initial results that includes outreach recommendations:

Good morning [First Name],

We're thrilled that responses have come in from yesterday's preliminary send! I thought I'd share a few initial stats with you:

• # responses (% response rate)
• # leads who already have given or are likely to give non-cash assets to ​
• # prospects said they are likely to speak with a gift officer about making a substantial impact
• # disclosed a planned gift for
  • (if any gift notification submissions) # supporters took the next step and documented details about their planned gift
• # are considering a planned gift for
• # have deferred interest in planned giving
• # requested more information (automatically fulfilled through your system)
• % or # prospects have opted in to receive automatic nurturing through your System's cultivation emails
  

When you reach out to these leads, we strongly recommend not asking for anything (unless the prospect clearly wants to discuss their giving and they are at the "action" stage of considering a gift). 

Rather, ask them about themselves and details they provided in their survey response so you can build trust with them, show them that their response was valuable and someone actually read it, and learn about why they care so you can pair it with initiatives they may have interest in later on. 

See if there's something you can offer - a tour of a new school in their area, an update on a program they expressed is important to them, an opportunity to pray for them, etc. This taps into the law of reciprocity and provides the donor value to further enhance the relationship that will be key in their giving consideration process.

Here's a great article with tips to help you with approaching these leads!

We'll be sending out the main blast to the remainder of the list today and monitoring response. Please feel free to reach out with any questions you have!

Happy fundraising,
Jen