Approach To Prospecting
Approach to Prospecting is a Premium course brought to you by the Prospect Research Institute.
Imagine the next time you receive a request to find donor prospects for a special project. What if you could communicate professionally with the requestor, deliver high-quality prospects on time, and keep the feedback loop open? You’d be a trusted professional, that’s what!
You have the research skills – you just need an approach you can rely upon every time to deliver stellar results.
Yes, you can leverage software tools, but tools can’t replace your insight into fundraising and information sources. Prospect research professionals who add analytical rigor to their work have a well-defined edge in the employment market!
This course will teach you an approach for qualifying individual, corporate, or foundation prospects sourced inside or outside the database by focusing on key criteria to create a scoring system. Learn how to communicate with the requestor at every stage of the project and how to manage your time effectively to ensure the highest return on investment in the project.
This course teaches you how to methodically find, and quickly qualify, new prospects. It’s based on the techniques Jen Filla developed to routinely and efficiently find good prospect leads for all types of nonprofit organizations. The demand to reach outside your constituency to find transformational donors or donors for special programs is on the rise. Regardless of the project specifics, you need a method that works every time!
- Practice communication skills for defining the request and soliciting feedback
- Create a manual scoring model to help you quickly work through large lists in Excel
- Leverage your knowledge of public information to source prospect lists
- Research and qualify prospects
- Manage your time effectively with tips and tricks
- Get savvy about delivering a final product that your internal customer wants
