Action to Take After Your Appointment

Action to Take After Your AppointmentAfter conducting your appointment there are some very critical next steps you need to take.

If you indeed want to build a relationship with your prospect or donor it is critical that you record information you were able to glean from your visit. This will be invaluable in future contact and building that relationship.

Immediately after the visit take a pad of paper, a digital recorder, or a laptop and record notes on the visit. If your spouse or a ministry partner is with you, one of you can record these things as you leave the appointment. If you are alone, take a little time right away to recall everything you can about your conversation. If you wait too long, you will forget vital details.

Record essential information about your donor, such as:

  • Date of your visit
  • Spouse’s name
  • Children’s names and ages
  • Birthdays
  • Anniversary
  • Hobbies
  • Prayer requests
  • Hometown
  • Career(s)
  • If owner of own company—product, profit, competition
  • Names of other ministries they support
  • Giving patterns, i.e., when they give (monthly, quarterly, end of the year)
  • How much they give
  • How they give—through their church? Stock?
  • Projects they like to support
  • Projects they do not like to support
  • Names of future prospects
  • Churches they have attended
  • Names of mutual friends
  • Ways you can thank them (readers might appreciate a Christian book)
  • Organizations to which they belong
  • Directions to home or office
  • Name of personal assistant or receptionist

Within twenty-four hours, follow up with a letter or email thanking your donor for the appointment and restating any commitment made. People will appreciate your promptness.

The People Raising Conferences will give you far more insights that will enable you to make a difference as you raise funds for ministry.

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