CharitabLiving Meetings

The CharitabLiving program is a partnership similar to the other partnerships we use for lead generation. In this case, the Charity is your partner. Your job will be to help them expand their donor roles using our products.

Meeting with the Charity

The marketing tools we’ve developed will open doors to organizations who will be interested in hearing your message. In this first meeting, you will need to explain.

  • Who you are
  • How the CharitabLiving program operates
  • Why the CharitabLiving program can increase giving
  • How we engage their donors
  • How we protect their reputation
  • What happens when a donor expresses interest
  • What are the next steps if they decide to move forward

It is best to review your training and be prepared to conduct this type of meeting. Often you will meet with an officer of the organization who requests you make a more formal presentation to their board of directors.

If they decide to move forward, you will work with our Velomon Media team to create specialized landing pages to market that organization. We will also work with you to create a customized video segment that introduces the organization to potential donors.

Meeting with the Potential Donor

When a potential donor expresses interest, you’ll be notified and can contact them to set up a meeting. By this point, you should have an agreement in place about the format of meetings. You will decide:

  • Will the meeting include anyone from the charity?
  • If so, who?
  • Where will the meeting be held?
  • What are the scheduling and communicating protocols?

This information will guide you through setting up the meeting with the donor. At that meeting, you must:

  • Introduce yourself and anyone else who is attending the meeting. Be sure to take the lead role facilitating the meeting.
  • Get to know the potential donor: have they donated before? what interested them about this opportunity? what is their motivation for supporting the organization?
  • Work your pain funnel before talking about the product. You should know why your prospect wants to give, how motivated they are, and what their primary concerns are before talking about any solution.
  • If they are not fully vested in giving to the charity, ask your partner from the charity to discuss what a gift would mean.
  • Once you have the prospect committed to giving, begin explaining the program.
  • As you have success, fill out the proper paperwork for submission.