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How to Prepare for the First Meeting with a Prospect

Mary Petersen

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Download Our Best Questions for Your First Prospect Meeting

http://cultivation.heyfundraiser.com/

The first meeting with a prospect is a big deal. It’s your chance to make a great first impression and begin a new journey with the prospect. During this meeting, you need to assess whether or not the prospect should continue in your portfolio and, if so, what should be the plan for this process? But how do you gauge affinity? By asking the right questions and then listening for clues about their feelings toward the organization. Let’s take a deeper look into cultivating relationships with prospects.

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🪑 The Small Table Intensive. Half a day. Build or rebuild your major gift program around fewer donors and deeper relationships, using the methodology from my book Small Table Big Philanthropy.

🎯 The Ask Workshop. Half a day. The exact words to use when it's time to ask for 5 and 6-figure gifts. Walk in nervous about the ask. Walk out with the script.

More from Mary:

📘 Mary's books. What to Say and Small Table Big Philanthropy. The books behind the methodology.

🔥 Major Donor Meeting Mastery. My step-by-step system for donor meetings that move the relationship forward.

👩🏻‍💻 Momentum Training. My complete packaging + ask system, all in one place.

💻 Connect with Mary Petersen