Coaching Check In Quiz 3

Organize these situations into the correct result codes

Groups:

(a) Not Available

,

(b) Personal Callback

,

(c) General Callback

,

(d) No Pledge

• Prospect on vacation until next month

• Prospect will think about giving and wants an email

• Prospect usually thinks about giving later in year

• Spouse says prospect can't talk right now

• Prospect is driving and wants a callback anytime

• Prospects wants you specifically to call back

Answer explanation

Callbacks (both personal and general) should be reserved for when a prospect asks us to call back at a specific day/time or if we got far enough in the call to warrant making a concerted effort to call back. If someone asks for a call back but doesn't specify a time, you should code as a "not available". If they have already said that they won't commit, we should code as a "no pledge."

Label where you would click to do the following actions (You won't use one of the options)

a

b

c

Check for a Matching Gift

Set the Pledge Amount

Change the Pledge Date

Send an email (but doesn't want to give)

Answer explanation

You should set the pledge amount by typing in the "amount" field

You can set a pledge for a future date under "payment schedule."

Search for a matching gift company by clicking the "edit" button under "matched by."

If someone doesn't want to give but wants an email, code as a "no pledge."

The prospect says that they will send least $100 as a check in March. It's currently January. What is the best option?

• Code a callback for March

• Code a no pledge and list the refusal reason as "not now, maybe later"

• See if we can put them down for a $100 pledge dated for March

• Code an unspecified pledge

Answer explanation

If we have an amount, we can code specified pledges for future dates. Callbacks are fine but we run the risk of not being able to reach them again. We should avoid unspecified and no pledges if the prospect is willing to commit to a specific amount (even if they are not giving right away)

Match the action/option with the appropriate side menu on RNL Engage

• Incompletes

• You want to call someone you've already coded as a callback

• Callbacks

• You want to take someone off the call list

• Actions

• You want to code a general callback

• Completes

• You want to log out/end your session

• Previous Results

• You need to remember the name of the person you called last

A prospect wants to know about the "special society" for people who give over $1000 to Roll Call. What are they referring to?

Answer explanation

The Leadership Circle refers to donors who give $1000 or more to Roll Call ($250 for recent grads 0-5 years out and $625 for recent grads 6-10 years out). They often get special "perks" like event invitations and giving certificates

President Cabrera asks you to create a new Georgia Tech motto (the current one is "Progress and Service"). What is your new GT motto? Make it as honest, funny, or clever as you'd like.