Prospecting Strategies

With Andar, you can assign different prospect codes to your constituents. For each code, you can customize your Move Management strategy (how you "move" your constituents through your formal development process). For example, you could have a "Major Gift" code as well as a "Volunteer" code, each with different strategies. Each code should have custom ratings for linkage, ability, and interest because, for example, their ability to give may be rated very differently than their ability to volunteer.

Each prospect code can also have custom "Move States" or stages of development. While your "Major Gift" code could have states such as Identification, Research, Cultivation, Solicitation, Stewardship, etc., your "Volunteer" code should probably have states such as Identification, Recruiting, Screening, Training, Volunteering, etc. With Andar, you could even have a more focused "Planned Gift" code for very specific constituents to track stages such as Education, Consultation, Proposal, Decision, Committed, etc.

Andar's prospecting features can also assist you in "Moving" a constituent from one state to another by assigning points to each action or "touches" and suggesting a required number of points for each state. For example, a telephone call from a volunteer may be worth 2 points while a telephone call from an executive may be worth 5 points. You may then, for example, setup your "Solicitation" state to require 15 points so that Andar will recommend "moves" at the appropriate time. Andar's dashboards, data mining, and reports will keep you on top of your progress.

As you can see, developing your strategy is a very critical first step. This type of formal strategy will give you the ability to manage your critical relationships more effectively.