TeamRaiser Blueprint Strategy

Tara Irwin

Hey folks, 

 

I'm interested to hear about parter experience planning for TeamRaiser Blueprints with clients.  

 

- How do clients respond to Blueprint sites?

- What steps do you take to prepare for Blueprint sites?

- How do you determine what fields will be locked/unlocked?

- Best ways to convey all information to the client?

 

I'm working on a questionnaire to gather information from the client about their event before we move on to the TeamRaiser worksheets.

 

Please share any ideas!

 

Thanks,

Tara

RoxAnna Fuquay

Hi Tara,



Although you are asking this of the partners, I will keep this on my radar and see if there's anything that we have that will help answer some of your questions.