Fundraising Training Session 3-26

1. Fundraising Training Session 3-26

2. Sales Process 4 3 1 2 Educate Prospects -Send More Info Define Your Target Market Launch Marketing Campaigns Meet Prospects

3. Sales Process 8 7 5 6 Timely Follow Up With Prospects Help Client Register Their Fundraiser Make The Sale Consult Clients

4. What type of groups are you going to target? Schools, Sports Groups, Youth Groups, Charities, Foundations, Faith Based Organizations • Where are they Located? Get Specific! • We strongly urge you to start locally. This will give you the best opportunity to meet with people in person. • Build Your Database • Create Subcategories for each type of group in your database 1 Define Your Target Market

5. What is your Marketing Strategy? • Telemarketing • Post Card Marketing • Email Campaigns • Social Media Marketing • Twitter • Facebook • Instagram 2 Launch Marketing Campaign

6. Schedule in person meetings whenever possible • Have a nice presentation binder • WizTech Sample Brochure • WizTech Fundraiser Fliers • Sample Products • Your computer- You will register fundraisers during many of your meetings 3 Meet Prospects

7. Simple! Just send your prospects the following after your initial conversation: • WizTech Fundraising PowerPoint Presentation • Sample Brochure {PDF} • Wrist Charge Promotional Video • WizTech Fundraiser Profit Calculator • Perhaps a WizTech Fundraiser Flier • Perhaps a sample??? 4 Educate Prospects - Send More Info

8. Timely Follow up is KEY! • Try to schedule the follow up sales call within 48-72 hours from your initial contact • Log all conversational notes in your database after each sales call. VERY IMPORTANT! • Send additional information after your initial conversation {this has to happen} 5 Timely Follow Up With Prospects

9. Ask for the sale! Remember we are helping them raise money! • Throughout the sales process keep touching on our key selling points • No Cost Brochure Sale • 100% Profit on every sale made! • FREE Shipping on all orders • Hot Product Category • Products particularly popular with teenage demographic 6 Make The Sale

10. Simply take them to either your own WizTech Website or to www.wiztechworld.com to have them complete the online registration form. • You will receive a notification email once your client has completed their online registration. • Go through the details of their fundraiser • Confirm Desired Start Date • Confirm End Date • Confirm Number of Brochures Needed • Confirm mailing address & all contact information 7 Help Client Register Their Fundraiser

11. Let your clients know what to expect • Tell them that they will receive their fundraiser set up materials from WizTech in 3-4 days • Offer them the following marketing assistance • Voice Broadcast Campaign. We will do two voice broadcast campaigns to their supporters. One to announce the fundraiser and another midway through the fundraiser. Please Note: We will need their contacts/supporters phone numbers only on an Excel CSV File • Email Campaign- We will need their contacts email addresses 8 Consult Client

12. Making a High Volume of Sales Calls • Having a Diversified Marketing Strategy • Maintaining and Managing a Database • Timely Follow up • Keeping It Simple! • Meeting Prospects in Person whenever possible • Having a serving mindset • Making a good presentation • Use WizTech Fundraising Marketing Materials • Get involved with your community 9 Critical Success Factors