How can you significantly shorten the time it takes to create your case for support, test it, and then engage those key prospects in a meaningful assessment? How can you continue the conversation with those key prospects soon after your initial assessment and build momentum and commitments well before any formal report on readiness is presented? How do you retain control of the most important part of any campaign readiness assessment — the deep relationship and momentum with your best donors and prospects?
The Briefing and Assessment Process© puts the most important people (CEO, chief development officer, top prospect) together in a structured conversation focused on engaging that top prospect in a deep, meaningful conversation. Our expertise in assembling the information to be used in that conversation, partnering with our client as we prepare the materials to be used in those one-on-one conversations allows the clients to stay focused on prospect relations and engagement. We do all of the background work, even scheduling if wanted by our clients. As we gather that material, much of which is often based on the client’s strategic plan, we are continually working with the client to identify campaign themes and gift opportunities.