147 - Better Together (Donor Meetings with Team Members, Best Practices): Andrew Robison

Development directors make many donor visits alone, and that's just an accepted fact of schedules and logistics.  Not everyone can come to every visit.  That said, there is a time and a place for bringing someone else with you on your visits, and Andrew and Rhen discuss how to best prepare for partnered visits and make the most of your time together with the donor.  In this episode, Andrew and Rhen answer the following questions:How many donor visits should you make per month to be successful?  And, based on those numbers, how many of those visits should include a team member?What members of your team should you bring on donor visits? How do you know when it's the right time to bring someone else on a donor visit with you?How do you prepare your director or other team members to join you on donor visits?  Are there best practices for how you interact and play off of each other during the meeting?What can you do if your director doesn't want to be involved in donor meetings?   As Rhen mentions at the end of the episode, Petrus has a sample phone script you can use for calls to request donor meetings.  Would you like to see it?  If so, click here for more information.