Where Should You Avoid Meeting with Prospects and Donors?

My father NEVER met with clients in their homes or restaurants. Always came to our site – – you can make it comfortable and still be in control of the environment. It inspires more confidence, and we almost always gained / retained a client (financial planning / estate planning firm).

Michael Rosen Says...

Whether you want to cultivate or ask for support, a face-to-face meeting with a prospect or donor will usually be the most effective approach. To ensure the success of your meeting, you need to carefully plan for it. That includes knowing where to avoid having that meeting.

Two types of locations make particularly poor choices for meetings:

Katz's Deli by Matt Biddulph via FlickrRestaurants/cafes. Such locations can be problematic for any number of reasons. Your guest might not feel comfortable discussing personal matters in a public setting. The noise level of the restaurant might not be conducive to conversation. Servers will inevitably interrupt your discussion. The choice of a specific restaurant could even be problematic. Consider the following true story that I shared in my book, Donor-Centered Planned Gift Marketing:

The development officer picked up the donor at her home and drove her to the Four Seasons Hotel for lunch in the very lavish Fountain…

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Posted on September 12, 2015, in Uncategorized. Bookmark the permalink. Leave a comment.

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