The Four Components of Campaign Screening and Research

Come up with a strategy and energize your campaign screening and research efforts by being a presence at the prospect-management team meetings. Be sure to segment prospects by constituency/geographic area/profession/high title and measure which names are viable prospects for cultivation and which should be “de-listed” from portfolios. Monitor the list regularly to maintain focus on the process, and work to ensure that the names are kept moving through the cycle by developing a pipeline report.