For Impact


Phone Tips From a Pro

Fund Development, Just Engage, How To Get a Visit | | Tom Suddes

Anyone making phone calls to set visits will benefit from these GREAT tips from Nicole, a
For-Impact visit-setter extraordinaire. Share these with your team to sharpen skills and boost
confidence before picking up the phone.

  • Be Authentic. It’s not about following a script, but about putting it in your own words.
  • Your passion shows through on the phone.
  • Don’t think of the reasons why they may not give. Think of the reason they WILL give.
  • You cannot play out every scenario in your head of the questions that you will receive on
    the phone. Just make the call and see what happens.
  • It’s OK to not have all the answers and to say, “Let me find out about this.”
  • It is all about the change/impact that the prospect can have on the organization.
  • Your prospect may already support you and are champions for your cause. You do not need
    to sell them on the cause.
  • Learn as you go.
  • The best way to start is to pick up the phone and call.
  • In case you only have a few minutes on the phone and they do not want a meeting, know
    in advance the message you want the prospect to take away from your call. You may be the
    only opportunity to talk about the impact/message.
  • Every investment has an impact.
  • Never perceive you know the prospect’s capacity. Let them tell you.
  • Based on your conversation, some people will be inspired to send in a check without
    needing to meet.
  • Everyone wants to feel that they are making a difference.
  • And, the more predisposition letters you send out, and the more calls you make,
    the more impact it will have.