Feel the Churn! How to Implement Prospect Aging and Accelerate Pipeline Movement
||Best Practice: Feel the Churn! How to Implement Prospect Aging and Accelerate Pipeline Movement
||Stephanie Mattos [Apra Staff]
||Jun 16, 2021 01:00 PM America/Central
||Jun 16, 2021 02:00 PM America/Central
||In recognition of the need for more consistent driving of and reporting on prospect movement through the pipeline, the relationship management team at GW developed definitions of and guidelines around key proxy measures to form the concept of “prospect aging.” Together, the combination of these variables provides a holistic picture of the pipeline progress a gift officer's assigned prospects are making, as viewed through the parallel lenses of stage aging and portfolio saturation. This session will describe the process of developing this concept, dive into sample micro and macro level reports, review outcomes to date, and provide attendees with a framework for establishing prospect aging at their own institutions.
Register today for this exclusive webinar for Apra attendees.
Catherine Flaatten, Director of Relationship Management, The George Washington University
*1PT CFRE Credit