Focus on Great Agents, Not Great Scripts
Options

Steph McCluskey
Blackbaud Employee




How much time do you spend creating, editing, and updating scripts? Perhaps that time is better invested in coaching agents to build better relationships. Think about these “3Bs” of coaching as you develop student agents.
If you’ve worked with student callers long enough, you’ve likely had the experience of hearing a student turn a great conversation into a gift. As I think back to the times I’ve witnessed those moments, I can say with certainty that those students were not reading a script during those conversations. They were using their knowledge and skills to build a relationship.
Good messaging for agents doesn’t come from the scripts you craft, it comes from the resources and training you provide your agents. As you’re coaching your agents, these are the “3Bs” they should keep in mind: 1) Be personal 2) Be authentic 3) Be attentive.
Be personal – Encourage your agents to get to know the person on the other end of the phone. Have them practice asking open ended questions that will allow the prospect, and the agent, the opportunity to expand on the conversation. Instead of asking “what did you study while you were here?” make a slight change and ask “why did you decide to study X?”. Asking the question this way provides the prospect the opportunity for much more discussion and leaves the door open for the agent to share their experience.
Be authentic – Give your agents the confidence to make each conversation true to them. Provide them talking points on projects and initiatives as a guide but encourage them to use their own words. The campaign materials provided by your marketing office may describe the future science center as an innovated facility that will accelerate collaboration among the disciplines, but to your agent it may be an exciting new space that will help them learn and achieve their goal of earning a degree in biology. An agent can still deliver a strong case for support using their own voice, but you need to coach and encourage them to develop that voice.
Be attentive – The agent’s most important job is to listen. Help your agents find the clues within conversation that will help them address objections and craft a case for support. For example, if your agent has a prospect who shares that they are preparing to send their child to college, this will be a potential financial objection the agent should anticipate and prepare to address. Or your agent may have a prospect whose most transformative experience was studying abroad. Your agent will likely want to emphasize how the prospect’s gift will impact study abroad opportunities for current students.
If you focus your time on coaching, you won’t have to fret about the scripts you write. The scripts can simply act as bullet-pointed guides and reminders for your agent.
Now, I want to hear from you! What are your best tips and tricks for coaching agents?
If you’ve worked with student callers long enough, you’ve likely had the experience of hearing a student turn a great conversation into a gift. As I think back to the times I’ve witnessed those moments, I can say with certainty that those students were not reading a script during those conversations. They were using their knowledge and skills to build a relationship.
Good messaging for agents doesn’t come from the scripts you craft, it comes from the resources and training you provide your agents. As you’re coaching your agents, these are the “3Bs” they should keep in mind: 1) Be personal 2) Be authentic 3) Be attentive.
Be personal – Encourage your agents to get to know the person on the other end of the phone. Have them practice asking open ended questions that will allow the prospect, and the agent, the opportunity to expand on the conversation. Instead of asking “what did you study while you were here?” make a slight change and ask “why did you decide to study X?”. Asking the question this way provides the prospect the opportunity for much more discussion and leaves the door open for the agent to share their experience.
Be authentic – Give your agents the confidence to make each conversation true to them. Provide them talking points on projects and initiatives as a guide but encourage them to use their own words. The campaign materials provided by your marketing office may describe the future science center as an innovated facility that will accelerate collaboration among the disciplines, but to your agent it may be an exciting new space that will help them learn and achieve their goal of earning a degree in biology. An agent can still deliver a strong case for support using their own voice, but you need to coach and encourage them to develop that voice.
Be attentive – The agent’s most important job is to listen. Help your agents find the clues within conversation that will help them address objections and craft a case for support. For example, if your agent has a prospect who shares that they are preparing to send their child to college, this will be a potential financial objection the agent should anticipate and prepare to address. Or your agent may have a prospect whose most transformative experience was studying abroad. Your agent will likely want to emphasize how the prospect’s gift will impact study abroad opportunities for current students.
If you focus your time on coaching, you won’t have to fret about the scripts you write. The scripts can simply act as bullet-pointed guides and reminders for your agent.
Now, I want to hear from you! What are your best tips and tricks for coaching agents?
3
Categories
- All Categories
- Shannon parent
- shannon 2
- shannon 1
- 21 Advocacy DC Users Group
- 14 BBCRM PAG Discussions
- 89 High Education Program Advisory Group (HE PAG)
- 28 Luminate CRM DC Users Group
- 8 DC Luminate CRM Users Group
- Luminate PAG
- 5.9K Blackbaud Altru®
- 58 Blackbaud Award Management™ and Blackbaud Stewardship Management™
- 409 bbcon®
- 2K Blackbaud CRM™ and Blackbaud Internet Solutions™
- donorCentrics®
- 1.1K Blackbaud eTapestry®
- 2.8K Blackbaud Financial Edge NXT®
- 1.1K Blackbaud Grantmaking™
- 527 Blackbaud Higher Education Solutions™
- 21 Blackbaud Impact Edge™
- 1 JustGiving® from Blackbaud®
- 4.6K Blackbaud K–12 Solutions™
- Blackbaud Luminate Online & Blackbaud TeamRaiser
- 16.4K Blackbaud Raiser's Edge NXT®
- 4.1K SKY Developer
- 547 ResearchPoint™
- 151 Blackbaud Tuition Management™
- 1 YourCause® from Blackbaud®
- 61 everydayhero
- 3 Campaign Ideas
- 58 General Discussion
- 115 Blackbaud ID
- 87 K-12 Blackbaud ID
- 6 Admin Console
- 949 Organizational Best Practices
- 353 The Tap (Just for Fun)
- 235 Blackbaud Community Feedback Forum
- 124 Ninja Secret Society
- 32 Blackbaud Raiser's Edge NXT® Receipting EAP
- 55 Admissions Event Management EAP
- 18 MobilePay Terminal + BBID Canada EAP
- 36 EAP for New Email Campaigns Experience in Blackbaud Luminate Online®
- 109 EAP for 360 Student Profile in Blackbaud Student Information System
- 41 EAP for Assessment Builder in Blackbaud Learning Management System™
- 9 Technical Preview for SKY API for Blackbaud CRM™ and Blackbaud Altru®
- 55 Community Advisory Group
- 46 Blackbaud Community Ideas
- 26 Blackbaud Community Challenges
- 7 Security Testing Forum
- 1.1K ARCHIVED FORUMS | Inactive and/or Completed EAPs
- 3 Blackbaud Staff Discussions
- 7.7K ARCHIVED FORUM CATEGORY [ID 304]
- 1 Blackbaud Partners Discussions
- 1 Blackbaud Giving Search™
- 35 EAP Student Assignment Details and Assignment Center
- 39 EAP Core - Roles and Tasks
- 59 Blackbaud Community All-Stars Discussions
- 20 Blackbaud Raiser's Edge NXT® Online Giving EAP
- Diocesan Blackbaud Raiser’s Edge NXT® User’s Group
- 2 Blackbaud Consultant’s Community
- 43 End of Term Grade Entry EAP
- 92 EAP for Query in Blackbaud Raiser's Edge NXT®
- 38 Standard Reports for Blackbaud Raiser's Edge NXT® EAP
- 12 Payments Assistant for Blackbaud Financial Edge NXT® EAP
- 6 Ask an All Star (Austen Brown)
- 8 Ask an All-Star Alex Wong (Blackbaud Raiser's Edge NXT®)
- 1 Ask an All-Star Alex Wong (Blackbaud Financial Edge NXT®)
- 6 Ask an All-Star (Christine Robertson)
- 21 Ask an Expert (Anthony Gallo)
- Blackbaud Francophone Group
- 22 Ask an Expert (David Springer)
- 4 Raiser's Edge NXT PowerUp Challenge #1 (Query)
- 6 Ask an All-Star Sunshine Reinken Watson and Carlene Johnson
- 4 Raiser's Edge NXT PowerUp Challenge: Events
- 14 Ask an All-Star (Elizabeth Johnson)
- 7 Ask an Expert (Stephen Churchill)
- 2025 ARCHIVED FORUM POSTS
- 322 ARCHIVED | Financial Edge® Tips and Tricks
- 164 ARCHIVED | Raiser's Edge® Blog
- 300 ARCHIVED | Raiser's Edge® Blog
- 441 ARCHIVED | Blackbaud Altru® Tips and Tricks
- 66 ARCHIVED | Blackbaud NetCommunity™ Blog
- 211 ARCHIVED | Blackbaud Target Analytics® Tips and Tricks
- 47 Blackbaud CRM Higher Ed Product Advisory Group (HE PAG)
- Luminate CRM DC Users Group
- 225 ARCHIVED | Blackbaud eTapestry® Tips and Tricks
- 1 Blackbaud eTapestry® Know How Blog
- 19 Blackbaud CRM Product Advisory Group (BBCRM PAG)
- 1 Blackbaud K-12 Education Solutions™ Blog
- 280 ARCHIVED | Mixed Community Announcements
- 3 ARCHIVED | Blackbaud Corporations™ & Blackbaud Foundations™ Hosting Status
- 1 npEngage
- 24 ARCHIVED | K-12 Announcements
- 15 ARCHIVED | FIMS Host*Net Hosting Status
- 23 ARCHIVED | Blackbaud Outcomes & Online Applications (IGAM) Hosting Status
- 22 ARCHIVED | Blackbaud DonorCentral Hosting Status
- 14 ARCHIVED | Blackbaud Grantmaking™ UK Hosting Status
- 117 ARCHIVED | Blackbaud CRM™ and Blackbaud Internet Solutions™ Announcements
- 50 Blackbaud NetCommunity™ Blog
- 169 ARCHIVED | Blackbaud Grantmaking™ Tips and Tricks
- Advocacy DC Users Group
- 718 Community News
- Blackbaud Altru® Hosting Status
- 104 ARCHIVED | Member Spotlight
- 145 ARCHIVED | Hosting Blog
- 149 JustGiving® from Blackbaud® Blog
- 97 ARCHIVED | bbcon® Blogs
- 19 ARCHIVED | Blackbaud Luminate CRM™ Announcements
- 161 Luminate Advocacy News
- 187 Organizational Best Practices Blog
- 67 everydayhero Blog
- 52 Blackbaud SKY® Reporting Announcements
- 17 ARCHIVED | Blackbaud SKY® Reporting for K-12 Announcements
- 3 Luminate Online Product Advisory Group (LO PAG)
- 81 ARCHIVED | JustGiving® from Blackbaud® Tips and Tricks
- 1 ARCHIVED | K-12 Conference Blog
- Blackbaud Church Management™ Announcements
- ARCHIVED | Blackbaud Award Management™ and Blackbaud Stewardship Management™ Announcements
- 1 Blackbaud Peer-to-Peer Fundraising™, Powered by JustGiving® Blogs
- 39 Tips, Tricks, and Timesavers!
- 56 Blackbaud Church Management™ Resources
- 154 Blackbaud Church Management™ Announcements
- 1 ARCHIVED | Blackbaud Church Management™ Tips and Tricks
- 11 ARCHIVED | Blackbaud Higher Education Solutions™ Announcements
- 7 ARCHIVED | Blackbaud Guided Fundraising™ Blog
- 2 Blackbaud Fundraiser Performance Management™ Blog
- 9 Foundations Events and Content
- 14 ARCHIVED | Blog Posts
- 2 ARCHIVED | Blackbaud FIMS™ Announcement and Tips
- 59 Blackbaud Partner Announcements
- 10 ARCHIVED | Blackbaud Impact Edge™ EAP Blogs
- 1 Community Help Blogs
- Diocesan Blackbaud Raiser’s Edge NXT® Users' Group
- Blackbaud Consultant’s Community
- Blackbaud Francophone Group
- 1 BLOG ARCHIVE CATEGORY
- Blackbaud Community™ Discussions
- 8.3K Blackbaud Luminate Online® & Blackbaud TeamRaiser® Discussions
- 5.7K Jobs Board