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 philanthropic contributions, and strengthen the relationship between the clients we serve and their constituents. 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.

Ruffalo Noel Levitz 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 thoroughly review all components of your program, discuss our assessment with you, and deliver an analysis that highlights strengths and offers recommendations for areas that might be improved.

Our Phonathon consulting services, led by Mike Brucek, can help you with the following:

Goal-Setting and Development of a Comprehensive Phonathon Plan

  • Segmentation strategies
  • Statistical forecasting
  • Calling calendar

Caller Training

  • Active listening skills and rapport-building techniques
  • How to handle and overcome objections
  • Effective negotiation skills
  • Complete review of all training materials

Data Processing and Inventory

  • Best practices for database management
  • Prospect research and phone append
  • “Data-Based” goal setting

Review of Calling Scripts and Ask Strategies

  • Script structure
  • Ask levels
  • Transitional phrases and objection techniques
  • The pledge close, with special focus on the credit card ask and increasing matching gifts

Supervision and Management Review

  • Effective nightly planning and goal-setting
  • Caller coaching and discipline
  • Caller motivation techniques
  • Improving non-donor and past donor results


Package 1

  • 1 On-Campus Consulting Visit
  • 2 Days of Consulting

package 2

  • 2 On-Campus Visits
  • 4 Days of Consulting
  • 2 Half-Day WebEx Consultations

Our clients say it best:

“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.”

Carl Pitruzzello
Executive Director of Advancement Operations
University of New Haven



Q: How do we improve ROI for the phonathon?
Q: How do we maximize dollars while still growing our donor base?
Q: What’s our phonathon’s potential?
Q: How should our phonathon manager be spending their time?





To inquire about phonathon consulting solutions for your organization, please use the Contact Form below or the Live Chat button below to speak with a member of the Ruffalo Noel Levitz team immediately.

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