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Download the Supercharged Contact Report Template! (People love this thing.)

$7
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Okay--this is the most popular resource I offer. So excited to share it with you!

This is my Supercharged Contact Report template. Honestly. It's sooooo helpful. When people get their hands on this thing, it's game on.

Capture everything you need and nothing you don't.

I think we can all agree that CRs are important, yeah? And that you know a crummy one when you see it.

They're easy to spot because the title is probably something like "Went to Lunch."

That's not very helpful, is it?

Instead, let's go with something like: ""Interested in Student Support; MG Potential."

We'll include:

  • People
  • Purpose
  • Advisors
  • Assets
  • Communication Preferences

And we'll list action items at the end.

This CR template will help train your brain to listen closely for specific details during a meeting--critical details.




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Is this is so great, why is it free, Anne?
Because that's how we roll at the Empowered Fundraiser. We want you to have the best stuff.
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$7

Download the Supercharged Contact Report Template! (People love this thing.)

0 ratings
Add to cart