Partner Webinar: The Case for an Engagement-Forward Approach to Prospecting

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Determining capacity has long been the anchor of a prospect researcher’s role. We would argue that measuring engagement is equally critical to prospect prioritization and solicitation; it is also an important strategy for a more inclusive approach to Advancement and a way that we, prospect management professionals, can contribute to a more equitable sector. 

In this webinar, we will explore why your organization should consider investing more time and resources into measuring engagement and share examples of how we have worked with a range of clients to incorporate engagement into their prospect management process at the appropriate level for their operation.*

*Full participation is applicable for 1.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification

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The Case for an Engagement-Forward Approach to Prospecting
Select the "View On-Demand Recording" button to begin.  |  60 minutes
Select the "View On-Demand Recording" button to begin.  |  60 minutes Determining capacity has long been the anchor of a prospect researcher’s role. We would argue that measuring engagement is equally critical to prospect prioritization and solicitation; it is also an important strategy for a more inclusive approach to Advancement and a way that we, prospect management professionals, can contribute to a more equitable sector. In this webinar, we will explore why your organization should consider investing more time and resources into measuring engagement and share examples of how we have worked with a range of clients to incorporate engagement into their prospect management process at the appropriate level for their operation.
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Katelyn Martin

Managing Director, Strategic Information Services

Campbell & Company

Katelyn Martin is Managing Director, Strategic Information Services, at Campbell & Company, a national nonprofit consulting firm that helps organizations create greater impact through fundraising, communications, executive search, and strategic information services. In her 10 years with the firm, Katelyn has counseled clients across all sectors in roles ranging from strategic campaign counsel to interim development staff support. As the leader of the Strategic Information Services practice, Katelyn leverages her fundraising expertise and the advanced technical skills of her team to build the internal capacity of our clients to make data-driven decisions and build stronger donor relationships. 

Prior to joining Campbell & Company, Katelyn worked in frontline and database roles with youth-serving organizations. Katelyn graduated with a Bachelor of Music in Arts Management from Northwestern University. She lives in Chicago with her husband and two children. 

Carrie Dahlquist

Senior Counsel

Campbell & Company

Carrie Dahlquist brings over 25 years of experience helping organizations use the power of data to drive strategy, provide accountability and ensure transparency. She founded Campbell & Company's Strategic Information Services practice in 2012. Prior to joining the firm, Carrie worked at the University of Chicago in a variety of leadership roles in advancement, including strategic planning, campaign management, annual giving, and major gifts. Her diverse experience and technical skill gives her a unique understanding of how complex information can impact the big picture.

Carrie holds a Master of Business Administration from the University of Chicago’s Booth School of Business with concentrations in Econometrics, Strategy and Economics, and a bachelor’s degree in Human and Community Development from the University of Illinois at Urbana – Champaign.