How to Have Your Best Discovery Visit

Feb 13, 2018

First visits with potential donors are awkward.

You're meeting a stranger.

They're meeting you.

This can lead to all kinds of nervousness...

...and that voice in your head telling you you need to sound smart, be likeable, say all the right things AND ask for money...

This month, in Fundraisers' Monthly, we're talking all about the Discovery Visit:

  • Phrases to help turn the conversation to money
  • The best questions to ask in discovery meetings
  • Tips to make your best case for your org
  • Keys to being your best in every conversation

How can you show up to your next discovery visit calm and confident?

Here are the 4 keys to being your best in every conversation:

1. Be Authentic. - Be You. This sounds obvious and easy, but it isn't. I've walked into the offices of plenty of super-successful CEO's, lawyers, hedge fund managers, museum curators and filmmakers feeling inadequate. That voice in my head told me I wasn't smart enough or successful enough to be talking to those people.

But...

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Those Awkward Silences...

Jan 18, 2018

Do you feel like you have to fill every single silence in a donor conversation? 

Do you end up saying weird things, like:

“Woo, it sure is sunny outside. This weather, right?!” or
“Whew, I sure have had a lot of coffee today. Do you like coffee? I really like coffee. A little too much actually. Is it hot in here?”

I’ve used the restroom in the middle of a few donor visits just to talk to myself in the mirror:

“Calm down, crazy. You’re scaring the nice person.”

When you talk to a stranger, there are always awkward moments.

A donor once told me that the person who came to visit him a few years ago was really great, but I seemed nervous.

Which, um, made me nervous!

If you have these moments, try a few things that have helped me (almost) get over it:

  • 80/20 - Listen 80% of the time. Talk 20%. If you’re an extrovert this will be tough, but for my fellow introverts, this can lift the glorious burden of talking and put the emphasis...
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