We ran a webinar titled "What To Measure When You Can't Visit Prospects" with APRA Maryland the week before last. You can check it out at https://info.pursuant.com/what-to-measure-when-you-cant-visit-prospects
Several key points:
And an objection we sometimes hear is "it's too much work for MGOs to put complete notes in the system". But we've heard top tier major giving leaders clearly say that their field officer should be spending 20-25% of their time synthesizing their visits and putting notes in the system … because it's a great way for the MGO to collect his/her thoughts, and develop strategy and next steps. It also helps everybody understand the development of each prospect into a major gift donor.
Hope this all makes some sense. Love talking about this. Let me know if you'd like to discuss.
EVP Pursuant || President Advizor