JULY FUNDRAISING CHECKLIST: A Communication Strategy for Your Partners 💬

We might be under the impression that sending newsletters is enough to steward our partners well. Or maybe we don’t believe that to be true, but we either don’t know how to steward our partners or it seems too overwhelming and time-consuming to add to our ministry on the field.

Watch THIS VIDEO to get a handle on a framework for stewarding your partners. Then follow this CHECKLIST to create a manageable plan!

✔️ Make a copy of this tool to create a plan. Or use an app like this one for $3 per month.

• If you haven’t already, watch the video linked below on the Communication Cycle.

• Watch this video for a tutorial on how to use the Planning Tool.

✔️ Segment your list according to frequency.

• Segment C – 1X per month (newsletters)

• Segment B – 2X per month (newsletters + text or email)

• Segment A – custom frequency (newsletters + text + email + video calls)

✔️ Decide which third-party services you want to use as touch points in your plan.

• Use handwrite.io to send “hand-written notes.” Every partner can experience a personal touch.

• Use slydial.com to leave voicemail messages in mass.

• Use postable.com to set birthday and anniversary cards on auto-pilot.

✔️ Identify one hour each week that you will set aside to execute your plan.

Now get to work! If you missed our last Monthly Maintenance Checklist click here. You should be using that one EVERY month!