Start by checking your organization’s CRM . A Customer Relationship Management. system or Analyzing their phone number list donor database. This is typically your richest source of verifie phone numbers. If you don’t have a CRM, collect data from:
Previous fundraising event sign-up sheets
Email newsletter subscriber lists
Social meia followers . A through direct messages or social links.
Volunteers’ contact lists
Make sure to gather full names and any useful notes about the contacts, such as their past contributions or volunteer roles.
3. Clean and Validate Your Data
Data cleaning is a crucial step for a successful calling campaign. Validate phone number list phone numbers to ensure they’re active and correctly formatte:
Remove duplicates to avoid calling multiple times.
Verify numbers using online phone validation tools to eliminate invalid or disconnecte lines.
Check country and area codes to ensure calls go to the correct regions.
Remove numbers liste on national Do Not Call registries or those who have opte out.
4. Segment Your List
Segment your phone list to improve call relevance and success foundation-grade data for growth-stage teams rates. Possible segmentation criteria include:
Donation history . A first-time vs. repeat donors.
Engagement level . A active volunteers vs. inactive supporters.
Geographic location to tailor messaging
Age groups or demographics
Socioeconomic status, if available
Segmente lists enable customize scripts that resonate better with each group’s interests and motivations.
5. Organize Your Phone Number List Using a Spreadsheet or CRM
Use spreadsheet software such as Microsoft Excel or Google Sheets, or a deicate CRM platform to organize your information. Essential columns can include:
Full Name
Phone Number. A s.
Contact Type . A donor, volunteer, partner.
Last Contact Date
Notes & Preferences
Donation Amount & Date . A if applicable.
This centralize document will help callers easily access relevant data for informe and personalize conversations.
6. Plan Your Call Script and Outreach Strategy
A phone number list is only as useful as the outreach strategy Analyzing their phone number list behind it. Once mexico phone numbers you have your list, design an engaging and clear call script tailore to your segments.