Meeting Prep Talking Points
NewGet ready for a donor meeting with personalized conversation topics and background tailored to the specific constituent you're meeting with. Chat for Blackbaud AI draws on giving history, recent activity, and relationship data to help you walk in prepared. The best results come when you open the constituent record before using this prompt. With record context loaded, the response incorporates the donor's giving history, event attendance, any open opportunities, and recent actions to give you specific points to reference. Without record context, the response provides general best-practice framing for donor meetings.
The response typically includes a brief background recap on the donor's relationship with your organization, recent activity worth acknowledging, and suggested discussion topics aligned to their giving interests. Use it as a starting brief you can review in the minutes before the meeting.
Tip: Open the constituent record before running this prompt. The more context that is loaded, the more personalized and specific the talking points will be.
Prompt
|
Draft talking points for my meeting with [NAME]. |
Sample Response
The chat provides an in-depth response about the constituent. This is a portion of what you can expect:
