Frequently Asked Questions

No problem! You can call people under legitimate interest, as many of our clients have been doing, and ensure compliance with the Telephone Preference Service (TPS) regulations.

For the Legacy Gold Package, we require a 4-month lead time to set up the campaign, with the calling period typically lasting 1 month. Additionally, the campaign analysis, evaluation, and wash-up meeting will be completed within 2 weeks.

 

Under the Platinum Package, the process involves a legacy audit, competitor review, and creation of a communications planner provided in a report, which typically takes 3-6 months. A further 4-month lead time is needed to set up the telephone campaign.

We can support you in putting together a rationale paper and arrange a meeting with your Senior Management Team to address any queries they may have. They are also welcome to speak directly with any of our satisfied clients.

Our comprehensive Telemarketing management service covers all aspects, allowing you to relax while we take care of everything.

● Creation of data brief and collaboration with your data team, including quality checking of the data.
● Development of calling guidelines for all campaigns, incorporating your feedback and input.
● Preparation of briefing documents for staff teams and internal communications.
● Crafting letters for enquirers and pledgers.
● Writing caller training materials with your feedback and input.
● Co-training callers together with you.
● Creating a campaign schedule and providing weekly updates.
● Continuous monitoring and quality control of calls during the calling period.
● Supplying sample calls during the first week of the campaign.
● Providing all pledger calls.
● Analysing final results, offering recommendations, and making adjustments to messaging and other aspects for future campaigns with you.
● Preparing an evaluation report.
● Presenting results and recommendations in a wash-up meeting.

The Legacy Strategy Audit is a comprehensive review of your current strategy, exploring the following:

1. Identifying your Legacy Prospects, which may include donors using various methods, volunteers (active and retired), beneficiaries, legacy enquirers, and pledgers.
2. Reviewing your Legacy Marketing Channels’ effectiveness and uncovering new opportunities that were previously untapped.
3. Conducting a Competitor Review to benchmark and set realistic targets for your cause without plagiarism.
4. Providing a detailed report with recommendations, competitor analysis, and a communications plan based on the audit’s findings.
5. Creating a Legacy forecast and timeline based on our recommendations; a valuable tool for obtaining internal buy-in or budget for your Legacy marketing plans.

FAQ