The Three Stages of Solicitation

2. During the cultivation stage, prospect research can verify what you learn from the prospect — and from others who know the prospect. The researcher (and others in your organization) will collect and organize information that is found about the prospect through public sources.

3. As you inch closer to the solicitation stage and prepare for the ask, it’s time to look at the prospect’s full profile. Analyze all of the information available about the prospect to make sure your ask is properly aligned with the prospect’s interests and capacity.