Donor calling list
Cold call manager for nonprofits calling their donors: donors instead of sales leads, the last gift and amount on every call, and a thank-you call within a week of each gift.
El resultado
Each caller sees their own donors with the last gift on screen, and every gift gets a thank-you call within a week.
Mírala en acción
La propia plantilla, con sus registros de ejemplo. Explórala antes de usarla.
Qué hay dentro
Todo lo de abajo viene funcionando, con registros de ejemplo, listo para que lo adaptes.
5 tablas
- Organization
5 campos
- Team
6 campos
- Donors
17 campos
- Gifts
14 campos
- Calls
11 campos
1 automatización
- Thank-you calls due
Todos los días a las 07:00
2 aplicaciones
- Calling app
Una aplicación sobre las tablas
- Playbook
Una aplicación sobre las tablas
Conexiones
No necesita cuentas externas.
Ejecuciones de automatización
Unas 30 ejecuciones al mes
Sobre esta plantilla
En palabras de Jocky.
Qué hay dentro
- Donors: phone, caller, last gift and amount, total given, next call, and status (Thank-you while a gift waits for its call; otherwise Ask, Monthly donor, Lapsed or Do not call)
- Gifts: every gift with its thank-you due a week later, ticked when the donor is thanked
- Thank-you calls due (automation): every morning, emails the team and each caller the thank-you calls due that day
- Calling app (app): each caller's thank-you calls and asks for today, the donor's giving history, and a Log call sheet; Thanked marks the gift thanked
- Calls: each call's outcome, notes, who called, and the last gift on screen
- Team: volunteer callers and staff, with their role
Get started
- Add your callers. In Team; volunteers sign in with their email.
- Import your donors. With phone and a caller for each.
- Share the calling app. Callers see their own list.
Playbook. The first thing in the project walks you through every step and ticks them off as you go. Delete it once you're done.
Sign-in. Callers sign in to the Calling app with a one-time code sent to the email on their Team row and see only their own donors. You and your project's editors sign in with Teable and see everyone. Anyone else waits until the staff give them a role.
Comes with sample data for a made-up food bank, River Food Bank. Every sample email is on example.com.
1 clic. 1 frase. Tuya.
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Haz clic en «Usar plantilla» en esta página. Sus 5 tablas, 1 automatización y 2 aplicaciones se abren en tu Teable ya funcionando, con registros de ejemplo. Nada que instalar, nada que configurar.
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Cuéntale a Teable AI qué cambia en tu caso, con tus propias palabras: «Add a thank-you email with the tax receipt after each gift». Adapta los campos, los pasos y las pantallas.
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Su automatización funciona sola. Tú solo te dedicas a lo tuyo.
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Empieza con Donor calling list
1 clic para empezar, 1 frase para adaptarla a tu negocio. Sin desarrolladores y sin la aplicación que ya tienen todos los demás negocios. ¿Quieres ayuda para configurarla? Nuestro equipo puede hacerlo contigo.
