Phonathon Consulting

By managing phonathon programs on more than 150 campuses each year, we have pioneered industry-best practices and developed new technologies designed to better steward donors, increase participation and financial contributions, and strengthen the relationship between the clients we serve and their prospects. A hands-on consulting visit with a member of our senior operations team can lead to incredible results and raise the bar for your annual fund.

RuffaloCODY’s professional phonathon consultation focuses on both the short and long-term objectives, and provides immediate feedback regarding strengths and areas for improvement. In advance of the visit, we work with you to build a tailored agenda based on the needs of your program.  During the consultation, we will provide comprehensive strategies aimed at maximizing the productivity and results of your phonathon. We will thoroughly review all components of your program, discuss our assessment with you, and deliver an analysis that highlights the strengths of your program and offers recommendations for areas that might be improved.

Topics can include:

  • Donor Retention
  • Segmentation and calling pool strategies
  • Maximizing call sessions and team meetings
  • Coaching and motivating calling teams
  • Increasing upgrades, fulfillment, and participation rates
  • Much more; each visit is designed to best suit client needs
Our RuffaloCODY consultants provided a tremendous amount of experience with their on-site visit.  Their many years of experience running hundreds of programs across the country served us well as RuffaloCODY was able to assist us in taking a close look at our current phonathon practices.  Their guidance helped us identify a handful of improvements we could implement immediately that would bring us more success with our phonathon program.  They also helped us focus on the key metrics that we needed to monitor.  While we had looked at these numbers in the past, the on-site visit helped us analyze these metrics more broadly and that was when the proverbial light bulb came on for us.
Executive Director of Advancement Operations
University of New Haven