Pre-Meeting Tool

A sheet to help you organize champion information before a meeting.
1 page fillable PDF

Are you looking for an easy structure to help you prepare for a meeting? This tool is for you.

This simple, one-page document provides:

  • Helpful prompts to answer prior to a meeting
  • A space to write questions you want to ask

Growing a relationship with someone is a heart exercise — it requires leaders to slow down and know their champions. Your CRM, or database, is a great place to start when using this tool and will provide you with the information you need to confidently meet with someone. If your data doesn’t provide answers for some of the prompts, make it a point to ask in the next meeting so that your data can be as robust as possible.

Stop feeling unprepared for donor meetings. Instead, use this tool to help you organize your thoughts.

*Used as part of this workshop: Growing Major Gifts Relationships


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