Video: How to Launch a Successful Facebook Campaign

screen shot facebook campaign vid

I have been sharing for a couple of years now how effective a well-executed Facebook Campaign can be. The idea started from the Assemblies of God Mobilization department to utilize the power social media can have in expanding one’s network. And man we have seen the idea spread and grow over the years!

We (Assemblies of God Mobilization + myself) decided the older videos on the Facebook Campaign needed a bit of a face lift as we have learned a few things in the past two years. Thus, here’s a new video for you!

For those of you who don’t know what what a Facebook Campaign is, let me explain. In one sentence – essentially it is a campaign for monthly or cash support on Facebook set to a specific amount of time and a specific goal. Of course, you’ll grab the big picture by watching the video above.

To be clear, I am against asking for funds on Facebook or any other type of social media in most any other context (besides maybe a short video on Giving Tuesday or for a End of Year Campaign). I believe the absolute best way to ask for monthly financial partnership is via personal face-to-face appointments. I also do not believe the Facebook Campaign to be the end-all-be-all in support raising. However, I have seen it be very useful. Those whom I have coached who launch well executed Facebook Campaigns (after they have reached at least 75% of their support goal and built up healthy teams) have seen some pretty awesome success. Some workers I’ve coached have raised as much as $1,000 in monthly support. Others have raised $10,000 in cash from doing a Campaign. For most campaigns I see, a typical amount to raise is around $300-400 in monthly support or around $700-$1,000 in one time cash gifts.

If you are interested in launching your own Facebook campaign, follow the information on the video. To go along with the video, here are a few things I find important to emphasize:

1. It is VERY IMPORTANT while doing your FB campaign to stay abreast on all likes and comments that come to you campaigners pages. Check them every day and more than once a day. Return comments with Private Messages (PM) and likes with PM when it feels appropriate. It is your job to connect further with the people responding, and if they have commented or liked but haven’t given, chances are with a personal message from you they may.
2. Create great graphics and videos. No half-way doing this thing or results will be minimal. With a little work, the results will be fantastic.
3. Create a reasonable goal. (see video)
4. Follow up with your new financial partners after the Facebook campaign. Never let someone start giving to you without trying to get to know them. Attrition rates for someone giving to you on a monthly basis that you don’t know at all are statistically low – so beat that by building a relationship with your new financial partners. Do this by emailing them, calling them, Facebook messaging them. Whatever you do, ask them questions about themselves. Of course don’t overwhelm them – make them feel safe as they probably don’t know you well. Use common sense. Think about what would make you feel connected if you were in their shoes.
5. Think about creating a Facebook Secret group with your campaigners and some prayer partners in the group. In that group you can post your posts for the campaigners every day. There should be around 15-20 campaigners and perhaps somewhere around 10-15 prayer partners in this group. (Your prayer partners will probably catch a burden and start funding you monthly if they aren’t already on your team 🙂 Sometimes asking around on FB on your secret group or in your newsletter prior to see if anyone wants to be a part will help give you a few extra campaigners as well posting on your behalf. Make sure you make your campaigner team full of people with various levels and places of connection. See if you can get a few people of influence to be on your campaign team as well.
6. Go above and beyond in your communication with with your campaigners from the very beginning. Tell them your goal and how many days for the campaign, and communicate that you want them posting every day. ALSO VERY IMPORTANT to find out how they can best receive the post information from you. Some people post on Facebook from their phones – so a text may be better. Some people may do better with you giving them content in an email. Some may remember just fine by only getting it through your secret group. Find out what works best for them so they don’t miss a post. Make it easy for them!
7. Encourage your campaigners to change the wording of their posts if they want to to make it personal to them / their audience. Just give them guidelines and make sure they stick to security rules and use your graphic. You may want to feed them the wording for the first couple of days and then encourage them to create their own with the content you’d like posted.

I hope this video and post helps. As we come up into Giving Tuesday and End of the Year Giving, it may be a perfect time to launch your campaign (if your around 80% raised of course!). Go for it – I think you’ll find some success in creating your own! – JF

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What Is Your End Of The Year Strategy?

Did you know that last year 31% of ALL GIVING in the States occurred in the month of December? Or to put it this way, did you know that 12% of giving occurred in the last three days of the year?

That’s right. 12% all in 3 days.

Did you know that twenty-five to thirty percent of ALL DONATIONS come in at the end of the year (November and December). Thus begs the question: Do you have a end of the year strategy for financial partnership development? If the answer is no, or you were even tempted to coast in November and December and simply eat Christmas cookies, Christmas shop, and watch Elf and/or the new Star Wars movie 6 times in one week… I plead with you to keep those percentages in mind and reach higher. Why? Because people are going to give – and they want to give to someone they know. Thus you may want to figure out how that giving can be to you and your ministry cause.

Here are a couple of ideas for your year end strategy:

1. SEND OUT A REGULAR NEWSLETTER at the beginning of November, even if you have done one recently.

  • Keep it to 1 page – be brief.
  • Keep it ministry focused with specific stories.
  • Say thank you.
  • Don’t do any asks on this newsletter.

2. CREATE A CHRISTMAS / END OF YEAR LETTER Sometime before December 31st (think about sticking it in the mail the day after Thanksgiving) send out a end of year letter to your existing financial and prayer partner list.

Include the following components:

  • Merry Christmas greeting.
  • Express your authentic thankfulness for your support team. Emphasize and focus your letter on the impact your partners are having.
  • Percentage update of where you are at raising your funds.
  • A gift-wrappy-Christmasy-wonderful-snowy graphic that has your organization’s giving website / ways to give. (Make it pretty – I made the one below in 5 minutes using Canva.com)
  • An actual ask in the letter for finances (yep, this is the only time of year I say go for it on a letter!). Consider making it about one story of a life changed or need.
  • Do a nice handwritten PS.

Tips for end of year letter:

  • Switch this up from a regular newsletter. Use a slightly different template than a regular newsletter and maybe make it more like a letter.
  • Don’t send an ask end of year letter to anyone who recently (probavly within the past 2 months) started giving (or gave 1 time) or recently increased their giving. Maybe just send them Christmas cards instead. You don’t want to overwhelm them with too many asks.
  • Consider creating a different version of your end of year letter maybe those who haven’t started giving yet or didn’t give when asked. Change particulars as needed for the audience.
    • Perhaps for people who have said that they can’t give – give them a soft opportunity to give but change the thankfulness for being on your support team and instead thank them for their prayers and involvement in your life.
    • For those you haven’t yet met with, change the particulars to reflect your desire to meet with them soon and thank them for the involvement in your life. You may want to include a soft ask but not as bold as to those you send it to who you’ve already met with.
  • Snail mail your end of year letter.
  • Keep it to 1 page make it look really nice!

From the Montgomery family

3. HAVE AS MANY FACE-TO-FACE APPOINTMENTS AS POSSIBLE NOW. Are you are tempted to put the breaks on contacting individuals for face-to-face appointments? Particularly in November and December? Let me tell you, experience has taught me that it can be a GREAT time for face-to-face appointments. Don’t stop reaching out to connect with people over coffee and making the ask. Some tips:

  • Pay for their coffee.
  • Get a small gift for your potential financial partner and bring it to your appointment.
  • Try and set up the appointment sooner than later. If they cant meet before the end of the year, put something in the calendar for January. Allow a couple of extra weeks to put something on the calendar.
  • Make it about them when you meet as much as it is about you. Ask questions and get excited about who they are.
  • Send a thank you card within 48 hours after you meet – regardless of responses!
  • If you cannot reach someone toward the holidays, don’t sweat it. Try reaching out to them again in January.1-Gift-Wrap-Main

4. SEND YOUR FINANCIAL PARTNERS / PRAYER PARTNERS CHRISTMAS CARDS / SMALL GIFTS. December is a great time of year to express your thankfulness to your support team. Go above and beyond that newsletter! Either send a Christmas card after your newsletter or perhaps with it. Christmas cards should be handwritten and possibly include a small gift of thanks. It can go a long way in letting your financial partners know you care about them.

5. CREATE A FACEBOOK CAMPAIGN IN NOVEMBER OR DECEMBER. A well crafted, intentional, relational Facebook campaign can be helpful during these months of giving. Keep in mind, this is only if you have gotten far enough in your financial partnership (75-80%) to start one.

6. SEND OUT AN EMAIL ON DECEMBER 29th or 30th. Include the following.

  • Greeting of happy new year for your partners
  • Remind them of your ministry as they execute their giving.
  • Use that christmasy-graphic and update it to be new-years-y with a clickable link on giving online.
  • Don’t include a formal ask. Just thank yous and the graphic on how to give online.

7. DUST OFF YOUR CONTACT LIST AND TAKE ANOTHER LOOK AT IT. Now is a good time to go back to the beginning of your season of itineration. Dust off that old initial contact list and go through it with a fine comb. As you comb through it create a new list of those you were not able to get ahold of, those who have committed to give but haven’t started yet, and those you never asked because you got too scared (whhaaatt you say?! How did she know that?!), and those that you just simply have yet to ask. Take that list and get back to contacting them about joining your team. BONUS POINTS: As you go through your list text / email / Facebook message those that are highlighted to you and just say hi.

I hope you find these ideas helpful in building your strategy! – JF

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Here I Am, Or There You Are?

I recently listened to this Eurasia Conversations podcast episode that I just had to share with you.

The podcast is short, but all 10 minutes pack a powerful message on how to practically appreciate financial partners. Omar Beiler, Regional Director of Eurasia speaks to our attitude and perspective by bringing up a powerful question — are we making people feel stronger or weaker in our interactions with them?

Here’s one of my favorite lines from the podcast:

“We are servants of Jesus. I don’t have a right to expect support from a church, but I think I have an OBLIGATION to ASK because the task is bigger than me.” – Omar Beiler

Take 10 minutes and listen! I bet you’ll be a better support raiser for it. Here’s the link: https://drive.google.com/open?id=0B9URJrTqAYt0aEdJOElyLVdZOGs

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Help! I Don’t Speak Mailchimp!

If you find yourself daunted by beginning a email newsletter to your partnership team, you are not alone. I get numerous questions from workers wondering how to best set up snail mail and email newsletters.

One of the most popular services for electronic newsletters is Mailchimp. Mailchimp is a free online e-newsletter creator. Though Mailchimp is relatively easy to use, it does come with a learning curve even for more the more computer experienced of us out there. It uses language like “Campaigns” “Segments” and “Subscribers” that isn’t cut and dry for everyone. Thus, this post is a I-don’t-speak-Mailchimp step by step guide to sending your first e-newsletter. Keep in mind this post is for the beginners out there – I see you! Here we go friends.

Step 1: Get onto Mailchimp. If you haven’t already, create a username and password and login into Mailchimp.

Step 2: When you set up your account – click “Subscribe to Getting Started.” If you click this handy feature, Mailchimp will send you emails that will be helpful in creating future newsletters (in Mailchimp lingo these are called “Campaigns”).

Step 3: Build your List of people to send e-newsletters to.

A. Click “Lists”Mailchimp ListsB. After clicking on Lists, click “Create List”.mailchimp lists 2C. Fill in the List’s name, what email address you’ll be sending this from, your name, and other information needed.

D. Next, Mailchimp will pop up a screen that says “You have no contacts” and give you a choice to either “Import your subscribers” or “Create a signup form” to get started. Unless you have a blog you want to create a sign up form to get subscribers from – you will either want to import your contacts or click “Add contacts” (see screen shot below) and add them one by one manually.

Some people (like myself!) like to add them manually so there aren’t any glitches in the process of getting them from one program to another – but it does take time. So choose what works best for you. Mailchimp Lists 3** If you do choose to import your contact list typically you’d either do so by .csv files (this is good if you keep your contacts organized on your computer using a program such as “Contacts” for Macs or “Address Book” for PCs) or by copy and pasting from a file (for instance from Excel). Either way you may have some cleaning up of your files to do, so be patient! mailchimp lists 4E. When you are done importing or manually adding the subscribers to your List, you are ready to move onto Creating Your Campaign!

Step 4: Create Your Campaign! 

A. Start creating your campaign by clicking in the upper left hand corner “Campaign”.

B. If you have a new account, Mailchimp will take you to the screen below that says “What do you want to create?”. Choose “Create an Email”. (If you have an existing account click “Create Campaign” on the upper right corner of Mailchimp’s screen first, then the screen will ask “What do you want to create?” choose “Create an Email”.)

create campaign mailchimpcreate an email mailchimpC. Choose “Regular” for your email type. Choose a campaign name, then click “Next” at the bottom right of your screen.

D. Choose the List you are sending your Campaign to. This should be the List you just made in Step 3. Then, click “Next” on the bottom right of your screen.

E. Fill in your Campaign Info. Make sure when filling this out to chick “Personalize the To Field” so your subscribers get emails addressed to them personally. When you are finished click “Next” on the bottom right of your screen.click personalize field boxF. Now it’s time to select a Template. There are a lot of pre-made templates out there that are great! If you’d like to go the easy route click “Themes” and explore until you find one that works for you. If you want to choose a Layout and build the template yourself go for it! Simply click “Layout” and choose the one that works best for you. You’ll spend some time custom making your Template by choosing design and content elements. (Mailchimp also has a couple of helpful links in the Layout feature that will help you get started). choose theme mailchimpG. Now that you’ve chosen and designed your Template, it’s time to actually put together your newsletter. When you create your newsletter, you can choose to add some of the elements on the left side as you wish (such as additional text, images, graphs, etc.). To do so simply drag and drop where you want the element to the right side of your screen onto your existing Template.Start creating mailchimpH. When you are done creating your newsletter and carefully writing your text, I recommend previewing your Campaign and sending a test email to yourself first – so you can make 100% sure your e-newsletter is awesome!send a test email mailchimpStep 5: Send Your Campaign and Your DONE! 

Now that your done – click “Send”. You have successfully sent your first e-newsletter using Mailchimp. Congrats!

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I hope this tutorial is a help to those who don’t speak Mailchimp. Godspeed and good luck my friends, and may your future e-newsletters be awesome.

If you want more information on how what content to include in your newsletter, go to this previous post I did on the subject.

*Mailchimp will NOT create a PDF version of any Campaigns you create, so you CANNOT send snail mail newsletters using Mailchimp. My suggestion is to use a service like Mailchimp for e-newsletters and create a snail mail newsletter in another program – and make them similarly branded and cohesive. 

Re-Post: Dealing With The Monster Of Rejection

I previously posted this blog post back in November of 2015. So just as a disclaimer, I am re-posting this blog. I am doing so though because I think the subject of facing rejection is really important to talk about. For many of you that fear is all too real! So for those of you who have been a reader for as long as November of 2015, sorry for being redundant! Maybe you should read it any way though? It’s been awhile right?! For those of you who haven’t read it – I think you’ll find this post very helpful. Enjoy! – JF

A subject that comes up regularly in the hearts and minds of ministry workers raising their finances is that of rejection. Eeew. I know, I’m going there. We are talking about it…

To explain a little further what I mean when I say “rejection”, I define “rejection” as facing the fear of rejection and/or what happens when we are given a “no” when asking for financial support.

I’ve gathered some insights from various ministry workers that I coach to speak on the subject of rejection. Before sharing those, I would like to share 5 thoughts that may turn the lights on the monster lurking in the corner.

original
Re·jec·tion
rəˈjekSH(ə)n/
noun
  1. the dismissing or refusing of a proposal, idea, etc.
    “the union decided last night to recommend rejection of the offer”

Facing rejection can be daunting to even think about in the context of raising funds. Will I damage the relationship? Will they say no? Will I be awkward? Will they be awkward? Will they answer the phone? Are they screening my phone calls? Do they not like me now that I’ve asked them for an appointment? Am I annoying? Did I ask for too much? If I call them and ask to get their commitment in what will they think? It goes on and on. All of these thoughts I’ve absolutely had myself and have talked with other workers about on a regular basis.

As far as actual rejection goes, I’m not going to sugar coat it for you, it’s a sure fire thing while raising your funds (and let me point out, while in ministry in your field) you will deal with some form of rejection. I know – shocker. It just happens.

Whether it is the fear of rejection or actual rejection that is hanging you up from accomplishing your goals (or is just getting in the way of this being a great season of life in ministry) here are a couple of thoughts on combating the fear of rejection, or the “no” itself:

1.People have different giving goals, sometimes it just isn’t about you, it’s about them and the Lord. Not everyone is meant to join your financial partnership team, and that is okay. Tithes and offerings are a very personal thing between a person and God. For a lot of people giving directly links them to the cause they are passionate about, and giving may be their only outlet of involvement with that cause or ministry.

For example, let me give you a story: Say “Joe” is very passionate about disaster relief aid, but Joe works a full time job in food service and never gets to volunteer due to a busy and irregular schedule. Thus Joe is very passionate about providing finances to several disaster relief organizations and does not have much room in his budget to give to something that doesn’t fit within that context. Then you ask Joe to financially partner with you for reaching college campuses and Joe tells you no, because he just started supporting a new relief effort.

Now you have two choices here: (1) You could walk away from Joe feeling defeated because he didn’t partner with you monthly, and maybe even feel like somehow the relationship is damaged or awkward because he said no. Or (2) you could walk away celebrating that Joe is able to directly influence the thing he is passionate about, just like you are by starting your journey with ministry to college campuses. So which would you choose? Which do you normally choose? What do you automatically think when someone doesn’t give to you?

(Keep in mind, you could easily insert a pastor of a church into this story as easily as “Joe”. Churches have numerous projects, causes, and workers vying for their financial attention. Celebrate with churches who give in general, even if it isn’t to you!)

2. You don’t have to apologize I think this is one of the most important things to remember in the midst of asking for finances. Asking someone for financial support is okay and it’s even biblical. (If you doubt that to be true, here are some verses to check out) Also, what you are doing is downright cool and inspiring. Seriously. You don’t have to be ashamed about telling people about Jesus and you certainly aren’t the only one since the days of Moses who raised finances to do it.  If it means anything, I give you permission: You can be bold. You can be confident (and it actually helps). You don’t have to apologize for following God’s path, and you actually get to be an inspiration for those you connect with to follow their own paths with God!

3. Remember this is God’s thing, not yours. If He has called you surely He will provide for you. Also, He’s actually the one that set it up for the christian worker to live off of support. He can sympathize, Jesus empathizes (Luke 8:1-3), and has a plan for you and for your financial team. If someone doesn’t join maybe someone else is supposed to. I can be as simple as that, if you let it be.

4. Perceiving rejection is typically worse than actual rejection. What do I mean? If your anything like me, most of the time the real battle doesn’t even leave your own brain. Often times we become our own worst enemy when it comes to raising our finances. If you think about it, the real worst thing that can actually happen in raising your funds is asking and hearing a “no”.

However, I don’t think that we let that be the worst thing. I actually think the worst thing that happens to us is in the battle of our own minds – and as we focus on  perceived thoughts that may or may not be true we become jaded, upset, unfocused, unsure of our calling, etc etc etc. Practical combat here: avoid the troubles this creates by being clear in your asks and let the actual “rejection” be the worst thing that can happen (because really it’s not that bad!). Truly, sometimes the fear of rejection is more real than your actual being rejected is.

5. Just because a pastor or individual doesn’t immediately call you back doesn’t mean they are rejecting you (or mad at you). Try to keep in mind that it’s not always about you. People have busy lives and are not as keen on raising your support as you are. Pastors are busy and have a lot of various priorities. Individuals lives can get busy and inboxes can get full of emails and to-dos. Give those you try to contact a little grace and don’t give up too quickly. Don’t tell yourself they have said no before they have had the chance to.

If someone doesn’t connect with you after multiple attempts that’s okay. Give it a little time and try again. Maybe their season of life is a busy one. Here’s where it may get scary: sure, maybe they don’t want to join your ministry team. But you don’t know that until they say no. Whatever the case actually is, in your assessment try and assume the best before the worst and whatever you do, keep moving forward.

6. BONUS: Don’t give up! If you are reading this it is probably because you are doing something awesome God has called you to. If that is true then He has given you grace for it and He knows your obstacles and fears in the midst. I think the main thing I have learned in my personal experiences and from coaching is simple: keep your perspective biblical and your know that God has got this. Amen? Amen.

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To go along with these thoughts, here are a few more thoughts on rejection from workers who have recently gotten to 100% with a team of committed financial partners:

Worker 1: Someone once told me “God already knows your partners; you just have to find them.” That helped a lot in dealing with rejection. If someone says no, they’re just not one of the ones God had in mind for my team!

Worker 2: I would say that the hurt of rejection is a result of the expectation that said person is going to become a partner…so for us the biggest let downs are the ones that come from those people we though “for sure” would join our team. If we walk into support meet-ups having the understanding that it’s the Spirit doing the real convincing (even though it’s our jobs to communicate accurately and be straightforward), then we would walk out with the understanding that no matter how it ended, the Lord is in it and He’s the one forming our team.
From a practical stand-point, I would add that it’s better that you hear a “no” from a potential partner rather than a “yes” only to have that commitment fall through months down the line while serving on the field! (That helped me, anyway!)

Worker 3: Last week after reaching 99% fully funded, I lost a $200/mo supporter, and when I was praying about it I laughed! I thought “God is my supporter” (this sounds cheesier now that I’m writing it down.) I’m just saying – rejected? No. Trust God and keep going. One thing I’ve learned: It’s not about me.

Worker 4: God has hand-selected every church and individual financial partner that will get us on the field. Never let those pastors or financial partners that do not feel personally led by the Holy Spirit, or do not currently have the funds to support, feel like they have failed. Smile at them warmly and honestly and tell them the faith you have in God for getting you to the field. Typically they already feel both shame and regret for not being able to support you. Do not let them walk away feeling like they let you down. If we can’t handle this “rejection”, how will we handle the rejection when those we serve reject Christ when we share the gospel?

I hope you find some of this helpful. When dealing with the monster of rejection, remember to turn the lights on. It may not be as scary as you think!

Have thoughts? Post them in the comments!

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What If They Don’t Answer The Phone?

Here’s a common scenario I’m sure you’ve faced:

You call a potential partner multiple times hoping to get a face-to-face appointment, but you just cant seem to get them on the phone. You’ve called different times of the day but it’s just not working. Your frustrated and you’ve reached a level of voicemails that seems too close to stalker mode to try again.

How do you proceed? When is it time to switch means of communication and try to reach them another way? When is it time to stop trying to connect all together? Below is some advice I hope you find helpful!

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VOICEMAILS AND INITAL CALLS

To begin, if you are reaching out to a prospective partner for the first time via phone and you reach their voicemail, my advice is to hang up without leaving a voice mail. This gives you the ability to call back again within a day or two without need for explanation.

If you call the 2nd time and don’t reach them, leave a voicemail and communicate the following:

  1. If you sent an invitation letter first, tell them that you were calling in reference to the invitation letter you sent them a week ago and would love to connect with them further. If you are calling without prior context (no letter), communicate that you are wanting to talk briefly with no explanation.
  2. When communicating don’t give too much information on the phone or on voicemail – make it brief!
  3. Tell them that YOU will be calling them back at another time and hope to reach them. Also mention that they can call you back. This gives you the ability to call them again without feeling awkward or demanding and puts the ball in your court. (you always want the ball in your court!)

Here’s what my voicemail may say to someone I want to invite if I haven’t sent them a letter:

“Hi Julie, this is Jenn. Hope you are doing well. Hey I was wanting to talk briefly. I may call you back later, but if you have a second please call me back first.” 

Here’s a voicemail to someone I have sent a letter to first:

“Hi Julie, this is Jenn. Hope you are well. Hey wanting to talk briefly in reference to that letter I sent. I’ll give you a call back, but if you have a second please call me back first. Thanks!” 

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If you feel more comfortable texting rather than calling, consider sending someone a text before you call them. In the text ask if it would be a good time to call and that you’d like to speak with them briefly. Don’t skip ahead and ask for an appointment on a text

I know, texts seem so much easier than phone calls. So why do I (and other financial partnership coaches out there) advise not texting for appointments? One major reason is it’s harder to say no to someone when they are asking for something verbally. Reading a text or Facebook Message can be forgotten unintentionally, easily be ignored, or conveniently ignored (let the reader understand). Right? Right. Phone calls are also more relational than texts. They often come across as more genuine, confident, and professional. And lastly, phone calls give you more of an opportunity to explain why you are calling and share more smoothly why you want to meet. If you share in a text that you are wanting to talk about financial support, it will likely read like a billboard (as my friend at Support Raising Solutions Aaron Babyar says). If you say it in a conversation, it seems much more palatable. So call people. I know you don’t like it. But do it.

images-1HOW MANY TIMES SHOULD I CALL BEFORE I QUIT? 

Don’t give up too early, but don’t move into stalking mode either! Neither are good! How often do you call? And when do you throw in the towel? Here’s my advice:

  1. Typically, go 2-3 times beyond what you are comfortable with in trying to reach someone on the phone. From what I’ve seen, we are likely to stop ourselves short in attempted communication way too early. It’s likely our fear of rejection or insecurities in asking will get the better of our reaching out way before we become too pushy and cross a line.
  2. Switch up your mode of communication after several attempts via phone (my advice is 3 attempts at the very least) to a text message or a Facebook message. However, avoid written messages in asking for appointments whenever you can.
  3. Stagger your attempts at calling. Consider waiting a couple of days before trying again if you’ve gotten radio silence thus far. It may look something like this:
  • July 1st – Attempt 1 to call Sally Jones (no voicemail).
  • July 2nd – Attempt two to call Sally Jones (brief voicemail: “Hey Sally it’s Jenn. Would love to connect with you on something – I may try to call you back, but if you get a chance give me a call.”)
  • July 7th – Attempt 3 to call Sally Jones (brief voicemail: “Hey Sally it’s Jenn again. Just trying to reach you on that thing I mentioned in the last voice mail. If you get a chance give me a call, but I’ll probably be trying you again. Hope to chat you soon.”)
  • July 21st – Attempt 4 to call Sally Jones (voicemail AND Text before“Hey Sally there is something important I would love to discuss with you – and briefly. Can we use the phone for a minute?”)
  • August 7th – Attempt 5 to call Sally Jones (voicemail that tells her I will email her with information: “Hey Sally, it’s Jenn Fortner. I’ll go ahead and email you on the thing I’m trying to connect with you on to see if that works better for you. I’d love to connect soon if possible. I’m sure your busy but if you get a chance to check your email that would be great. Thanks Sally!”)

SWITCHING COMMUNICATION METHOD

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Essentially what I did with Sally is switch modes of communication. Instead of calling again I am now switching to text and email for the time being. It could be that I would decide to switch the communication method just to text, or to Facebook Messenger, or to just email. How I choose to switch it up is largely placed on past communication I’ve had with Sally, and what I’ve noticed her communicating with to me and others in the past.

With Sally if I don’t hear anything via email or text from her at that point, I may put her in some type of organization system I keep with others I was unable to reach, and I will most likely try to reach out again after several months of waiting.

IN SUMMARY

There’s a lot of contingencies in the wide wide world or financial partnership development and phone calls, but I hope this post helps a bit as you think about your strategy in reaching people who don’t like to pick up the phone.

What are your thoughts? What works best for you? Post it in the comments! I’d love to start a discussion here!

 

How to DYI Your Appointment Kit

Below is an example of one worker’s appointment kit that includes homemade connect cards, magnets, giving instructions, and professionally made prayer cards. Having an appointment kit can serve you and your financial and prayer partnership team in multiple ways such as helping those interested in giving remember you in prayer, set up giving, and remember their commitment to financially support you. They can help keep you organized, make you look professional, give you needed contact information, and so much more.Processed with VSCO with a6 presetHave you made an appointment kit? Does making one seem daunting? With a little know how, making one doesn’t have to be complicated or overly pricey. Melody’s appointment kit was done using www.avery.com/print (free templates!) with the exception of her professionally made prayer card. When I asked Melody how long it took her to make this kit her reply was “not long! I spent maybe 30 minutes on the connect cards and 30 minutes on the giving instructions.” If you aren’t design coordinated or maybe are a little computer illiterate, don’t sweat it. Consider asking someone close to you or someone already on your prayer or financial partnership team to consider helping you create your kit!

Let’s drill down on each of the items in the kit and explain the uses:

THE CONNECT CARDProcessed with VSCO with a6 presetCreating a connect card can be helpful when sharing your ministry with a small or large group, or at a fundraising event. Put these cards on a back table, hand them out during the event, or place on chairs prior to the event where you are sharing. Inform the group to fill one out based on their level of interest. Connect cards help minimize the bottleneck effect that can occur when just having a newsletter sign up sheet, as multiple people can fill out a card at one time. Also, connect cards help put the ball in your court instead of your potential partner’s. That can be a big help! Instead of just giving a prayer card to a interested individual and hoping something comes of it, now you have their contact information and the means to follow up with them after the event is over! Essentially connect cards allow you to relationally seek out face-to-face appointments. More information on connect cards can be found here.

GIVING INSTRUCTIONSProcessed with VSCO with a6 presetCreating simple giving instructions can help a potential partner know how to give easily. Simply state several ways they can set up their giving based on their preference. Give these as needed to someone whom you’ve just had a face-to-face meeting with or someone interested in giving for the first time that you happen to connect with in passing, etc. Keep in mind though, if you don’t see that commitment go through don’t hesitate to walk them through the necessary steps to make it happen. The responsibility to get their commitment in is typically YOURS.

PRAYER CARDProcessed with VSCO with a6 presetPrayer cards are fantastic for giving out to anyone and everyone! Keep prayer cards on you at all times and hand them out regularly. They should have giving information, information about where you are going, your contact information, a professional picture of you, your sending organization info and branding, and if you have created one – your tagline. I suggest spending a bit more money here and get your prayer cards done professionally (just like Melody did). There are some great places out there that make great looking prayer cards such as Commission Creative.

MAGNETSProcessed with VSCO with a6 presetMagnets are a nice way to get your team praying for you regularly. Ask anyone who takes one to put it on their refrigerator and remember to pray for you when they see it. The magnets Melody made are nothing overly fancy, but they are a great way to reinforce the concept of “team” and put something additional in the hands of those who lift her up in prayer and financial support.

Here are some other suggested items to include in appointment kits:

  1. Some type of visual/infographic on how much support you need to get to 100% – I call these log charts. (ie. 50 people at 50$, 15 people at 100$, 10 people at $150, 5 people at $200, etc.)
  2. Brochures or other printed materials specific to your ministry assignment from your sending organization.
  3. Pre-addressed stamped envelopes for anyone who wants to send a check in immediately.
  4. Your organization’s commitment or pledge forms. (don’t leave home without it!)
  5. A sheet with your budget spelled out. **I recommend giving this only as needed – to people who ask for more information on your budget. As in, don’t start off providing specifics on your budget unless your talking to someone like a pastor who may understand your budget needs a bit more – simply state that your need is to get to 100% raised, NOT that you need X amount of monthly support.
  6. Small gift or token for those who commit to support and/or pray.

Things to keep in mind when making your kit:

  1. Create some type of branding! Melody has made a stamp that creates something of her own logo. It doesn’t necessarily have to be a logo, but thread your branding and use the same fonts, colors, and concepts for each item. Create a cohesive look that makes everything sync together.
  2.  If you haven’t already, create a tagline and use that tagline throughout each of your appointment kit items (where appropriate).
  3. Use professionally taken photos. No selfies!
  4. If your ministry organization has a logo, make sure to use it! Put your organization’s recognizable logo into what you create so that people can quickly see you are a part of a larger organization with experience.
  5. When creating your appointment kit, challenge yourself to always think through the lens of a potential partner. What questions would they have? What would be helpful information and/or wording for them?

Any other items you can think would be helpful in an appointment kit? Tell us in the comments!