
By
Jay Love
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Imagine if you could remember the details of every conversation, meeting, written communication and e-mail. Add to that the fact that you can now easily track where every relationship came from, what stage it’s in, and what the next step and ultimate goal are!
For example, if a major-gift prospect shares a passion or a personal memory in an early conversation, what would it mean to relate back to the passion or memory numerous conversations or steps later? Should perhaps your relationship-building strategy be built around those items? It is for the top 20 percent of fundraising professionals.
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